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Job Description
Job Description: Analyst – Client Experience Analytics (Signals & Friction Reduction)
Join the Client Experience Analytics team and play a pivotal role in advancing two of Advice & Wealth Management's top strategic priorities: the Signals Program and the Friction Reduction System (FRS). This role is ideal for a creative, self-starting analyst who thrives in a product-oriented environment, brings an owner's mindset, and is passionate about solving complex problems and anticipating business needs.
About the Strategic Programs:
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.#J-18808-Ljbffr
Join the Client Experience Analytics team and play a pivotal role in advancing two of Advice & Wealth Management's top strategic priorities: the Signals Program and the Friction Reduction System (FRS). This role is ideal for a creative, self-starting analyst who thrives in a product-oriented environment, brings an owner's mindset, and is passionate about solving complex problems and anticipating business needs.
About the Strategic Programs:
- Signals Program: Empowers Relationship Managers and Advisors with personalized, data-driven insights to proactively position products and services aligned with clients' goals—enhancing engagement and deepening relationships.
- Friction Reduction System (FRS): Leverages large language models and advanced analytics to detect, remediate, and prevent client pain points—enabling the business to act on both micro-level issues and macro-level trends to continuously improve the client experience.
- Identify and assess new data-driven use cases to uncover impactful opportunities across programs
- Analyze AI-generated and historical data to extract actionable insights and strategic recommendations
- Translate complex analytics into clear, compelling stories that demonstrate business value and engage stakeholders
- Design and maintain frameworks to monitor program health and support continuous improvement
- Collaborate with internal partners to understand business goals and shape analytical project approaches
- Lead end-to-end execution of complex analytics projects, providing guidance and delegating tasks as needed
- Acquire, validate, and manage structured and unstructured data to ensure quality and reliability
- Develop and deliver visualizations and presentations that turn insights into actionable business solutions
- Own and manage recurring reporting and analytics processes
- Mentor and coach peers while contributing to the broader analytics community through training and knowledge sharing
- Support strategic initiatives and participate in special projects as needed
- Minimum of five years related work experience.
- Stakeholder Management – Drive process maintain client focus Organizational Savvy
- Technical skills – Python, SQL, R, Excell, Tableau, Power BI preferred
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.#J-18808-Ljbffr
About Vanguard
Vanguard is a leading company in the software industry, committed to innovation and excellence.
Company Information
Company: Vanguard
Location: Dallas
Location: Dallas