Insights & Planning Lead

Vanguard has an exciting opportunity for an Insights & Planning Lead. In this role you will be responsible for managing complex projects or multiple workstreams within broader programs, ensuring alignment with business objectives and market conditions. This role involves developing strategic project plans, mitigating risks and influencing key stakeholders to drive seamless execution.

Vanguard has an exciting opportunity for an Insights & Planning Lead. In this role you will be responsible for managing complex projects or multiple workstreams within broader programs, ensuring alignment with business objectives and market conditions. This role involves developing strategic project plans, mitigating risks and influencing key stakeholders to drive seamless execution.

Responsibilities

Executive Insights & Consulting Partnership

• Serve as the primary insights partner for Americas/IPE technology leadership, providing clear recommendations, decision options, and trade-off narratives tailored to CIO and senior leader needs.
• Shape and deliver regular performance narratives (monthly/quarterly) that integrate delivery, workforce, financial, and productivity signals into one cohesive story for leadership decisions.
• Build strong stakeholder relationships and operate as a consultative partner, iterating based on feedback and influencing priorities and actions.

Insight Production (Decision-Grade, Not Reporting)

• Convert complex and disparate data into actionable insights, with an emphasis on clarity, accuracy, and executive-level storytelling
• Diagnose trends and drivers (e.g., capacity, throughput, demand, cost, productivity, adoption) and translate them into implications and next steps.
• Partner with Finance and the wider PMO team to align metrics and ensure consistency across planning and performance narratives

Automation, AI Enablement & Self-Serve Insight

• Lead the shift from manual processes to automation and self-serve dashboards, reducing recurring effort and increasing repeatability and trust in the insights.
• Sponsor and/or lead analytics enablement initiatives that improve how insights are produced (e.g., dashboarding, workflow automation, AI-assisted analysis), partnering with technical teams and/or short-term third-party support where needed.

Governance, Quality & “Gold Copy” Discipline

• Set standards for data quality, documentation, and repeatable insight generation so that leadership decisions are based on a reliable “gold copy” of key signals.

Qualifications

• Demonstrated experience delivering executive-ready insights and influencing senior stakeholders with clear narratives and decision options
• Advanced analytics capability: ability to query/manipulate complex datasets; strong critical thinking and hypothesis-led problem solving
• Strong data visualization and communication skills (e.g., Power BI/Tableau) with an ability to make complex information understandable and actionable.
• Proven ability to work iteratively, consultatively, and independently in an ambiguous environment; strong prioritization and stakeholder management.
• High proficiency in Microsoft Office tools, especially Excel and PowerPoint
• Strong communication skills — you can influence, present clearly, and build trust
• A collaborative mindset — you enjoy coaching others, sharing knowledge, and uplifting the people around you
• Familiarity with workforce/cost/delivery metrics in a technology organization.
• Minimum 8 years of relevant work experience, with 5 Years of strong background in business project management, stakeholder engagement and process optimization.
• Bachelor’s degree (BBA / B.Com / BMS) or MBA (Project Management, Business Administration, or a related field).

Pay Transparency 

Expected Salary Range:  $93,000- $165,000

Role status: existing vacancy

Our compensation ranges are based on role, level, and local market. Individual pay within the range is determined by factors such as job-related skills, experience, and relevant education or training. For part-time roles, pay will be pro-rated based on regularly scheduled hours.  

In addition to the range above, Vanguard’s total compensation package may include performance-based incentives, discretionary bonuses, and other perks. We also offer comprehensive benefits such as health insurance, accident and life insurance, and retirement savings plans. Your recruiter will be able to provide additional details on the total compensation offering during the hiring process. 

AI Disclosure Statement 
Vanguard does not use artificial intelligence (AI) or automated decision-making tools in its recruitment process. All application reviews and hiring decisions are made by our recruitment team. 

Accommodations 

Vanguard is committed to fostering an accessible and inclusive workplace. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code. If you require accommodation at any stage of the recruitment process, please inform us. We will work with you to meet your needs and you can reach us at americas_crewcentral@vanguardhr.com, quoting the job ID and job title.  

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.