- Vanguard (Malvern, PA)
- As the Senior Lead Data Analyst for Advisor Client Insights , you will leverage advanced analytics and scientific techniques to uncover what advised ... is partnering closely with Wealth Management Analytics to integrate deep investor insights with advisor engagement strategies, ensuring that our intelligence… more
- Vanguard (Malvern, PA)
- …strategy development is a core driver of long-term distribution excellence. As the Senior Manager, Head of Strategy Development for our Financial Advisor ... our distribution strategy given industry and competitive flows + Connecting NPS/VOC insights to strategic health and performance metrics + Evaluating the integration… more
- Vanguard (Malvern, PA)
- …ecosystem-and go-to-market excellence is pivotal to that transformation. As the Senior Manager, Head of Go-to-Market Strategy for our Financial Advisor ... territories, coverage, and sales expectations to deliver sustained growth and differentiated advisor experiences. This newly created role reports to the Head of… more
- Vanguard (Malvern, PA)
- We are seeking a strategic and experienced Senior Risk Advisor within the Financial Advisor Services division to support the Sales and Distribution Strategy ... a strong focus on transformation initiatives. This role will serve as a trusted advisor to senior leadership, helping to identify, assess, and mitigate risks… more
- Vanguard (Malvern, PA)
- …TCIA posture is robust against emerging threats. As a key advisor to senior management, they will provide insights on TCIA trends, best practices, and ... This Compliance Senior Advisor will be responsible for...mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee… more
- Vanguard (Malvern, PA)
- Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (eg, assets and data), and stewards a strong risk ... culture. Our teams leverage enterprise-wide insights , deep expertise, and trusted advice so that across...decisions.Vanguard Global Risk & Security (GR&S) is seeking a Senior Risk Director to enable Vanguard's business strategy, protect… more
- Vanguard (Malvern, PA)
- Join Vanguard as a Senior Compliance Advisor and become an integral part of a dynamic, expanding team. This is a unique opportunity to shape the vision for the ... Exemptive Relief, Finance, Fiduciary Risk, and Human Resources. As a trusted advisor , you'll actively collaborate with both internal and external partners, sharing… more
- Vanguard (Malvern, PA)
- …of developing Risk Framework and underpinning components, building better risk insights through data analytics and building strong relationships with our business ... partners. We generate impactful insights and our seat at the table is earned...to the business. + Act as a consultant for senior management team to draw on for advice and… more
- Vanguard (Malvern, PA)
- … advisor experience vision and roadmap, translate experience design insights into capabilities, and orchestrate delivery across Product, Engineering, Data, and ... advisor needs and business outcomes which ultimately helps to deliver exceptional client experiences and strong advisor & client relationships. * Define… more
- Vanguard (Malvern, PA)
- …data collection, validation, and the creation of reports, dashboards, and actionable insights . You will collaborate closely with senior stakeholders to deliver ... to join our team as a Risk Advanced Analytics Senior Manager. In this role, you will lead a...advanced data analysts focused on driving initiatives that enhance advisor engagement, optimize distribution channels, and inform product development.… more
- Vanguard (Malvern, PA)
- … segments and lifecycle stages. + Drive cross-functional alignment: Work closely with Client Intelligence & Insights , Client Journey Management, and ... Vanguard's Financial Advisor Services is transforming the way advisors interact...our products and expertise through digital channels. As the Senior Personalization Strategist, you will lead the strategy, systems,… more
- Vanguard (Malvern, PA)
- …+ Partner and consult with senior management to deliver AWM level analytical insights and metrics on Vanguard's strategy and client base . Delivery the ... the AUM by 2030. We are looking for 3 Senior Directors, Data and Analytics to be responsible for...the future of our investor experience, leveraging cutting-edge data insights to optimize investment outcomes and enhance client… more
- Vanguard (Malvern, PA)
- …and dashboards. Strong communication skills are essential for effectively interacting with senior stakeholders and conveying complex data insights in a clear ... Risk 360 Data Lake into compelling stories and actionable insights .The role requires a blend of advanced analytical skills,...identify emerging risk patterns. + Act as a trusted advisor to senior leadership by translating complex… more
- Vanguard (Malvern, PA)
- …management experience preferred. Experience interacting with and acting as a trusted advisor to senior leadership. Experience influencing senior -level ... reports by working with stakeholders and pulling together research into clear, actionable insights . + Explore how we might use new technology and systems to drive… more
- Vanguard (Malvern, PA)
- We are seeking a strategic and results-driven Client Journey Owner, Senior Specialist to lead the Digital Access team. This team will design and optimize digital ... The role will lead a cross-functional agenda to deliver a connected client experience across the advisor lifecycle-building and refining integrated journeys… more
- Vanguard (Malvern, PA)
- …strategists, creative, MarTech, and analytics teams. + Act as a trusted advisor to senior business leaders, providing insight‑backed recommendations that ... behaviors, needs, motivations, and key decision drivers. + Apply market insights , competitive intelligence, and win/loss analysis to guide strategic decisions and… more
- JPMorgan Chase (Wilmington, DE)
- …and deepening on behalf of Relationship Managers + Design a comprehensive Advisor /Relationship Manager behavioral playbook that encompasses the client lifecycle ... JP Morgan Private Client is more than a financial services provider,...wealth referrals to Chase Wealth Management, establishing RM and Advisor expectations, designing the onboarding experience, and developing strategies… more
- Vanguard (Malvern, PA)
- …predict risks. Enhance models for greater accuracy and align AI-driven insights with Vanguard's risk framework. + Influence Technology Decisions: Collaborate with ... Stay ahead of industry trends and emerging technologies. Act as a trusted advisor on security practices and AI-driven risk strategies. Experience: 8+ years in IT… more
- SAP (Newtown Square, PA)
- …Business Process Senior Consultant, you will serve as a trusted advisor to enterprise customers, guiding them through the design, delivery, and adoption of ... including solution reviews, feasibility assessments, and executive workshops. + Present insights and recommendations to senior customer stakeholders, influencing… more
- Vanguard (Malvern, PA)
- Join Vanguard's Financial Advisor Services (FAS) Digital & Analytics (D&A) organization as a Digital Marketing Manager. FAS D&A is leading the way in delivering ... stack to design, build, and optimize integrated journeys that create meaningful advisor engagement. Do you thrive in fast-paced, collaborative environments? Are you… more