CX Senior Strategy Analyst, Specialist

This S3 CX Senior Strategy Analyst role will contribute meaningfully within strategy projects and workstreams that include conducting internal and external business strategic analysis, competitive research, and current CX evaluation.

The Client Experience Transformation Office (CXTO) was established to accelerate progress to leading the market in client experience excellence. Strategy is a core function within CXTO, responsible for defining and advancing the firm’s Client Experience (CX) North Star Strategy.

The CXTO Strategy team is seeking an S3 Senior Strategy Analyst to support the development and shaping of the CX Strategy across USDI. This role will play a meaningful role in driving strategy work that impacts Personal Wealth, including the Crossover and Rollover client experience.

The Senior Strategy Analyst will contribute to high-impact strategy initiatives and workstreams by delivering strategic analysis, competitive intelligence, and CX performance insights. This role offers the opportunity to work on enterprise-level strategy efforts, translate insights into actionable recommendations, and help inform the roadmap of CX enhancements over time.

The ideal candidate will:

• Drive strong business outcomes through accurate, high impact, data-driven analyses, and be comfortable with ambiguity

• Collaborate well with crew and leaders and thrive in an idea meritocracy environment

• Develop and manage effective working relationships with primarily senior leaders and key stakeholders/business partners

• Create compelling storylines through which to deliver strategic, competitive, and CX analysis and recommendations to senior leaders

• Demonstrate a strong growth mindset and have ambitions to advance their conceptual thinking, project management, analytical, communication, and leadership skills

• Build expertise on new and diverse topics at an accelerated pace

• Cultivate difference of thought by contributing diverse perspectives and ‘thinking outside the box’

• Be candid to help challenge the status quo

• Provide feedback and coaching to peers and leaders to enhance the collective development of the team

Core Responsibilities

• Develops and leads complex business strategic, competitive, and product analyses. Consults independently define the business problem, issues, and planned approach for research and analyses. Leads work planning and business problem diagnosis, coaching less experienced business strategy analysts in best practices and building business acumen.
• Synthesizes analyses, key findings, and potential solutions into actionable recommendations. Works with senior managers in the business to prepare and deliver materials, including presentations, white papers, case studies, etc.
• Interprets and analyzes highly complex data using business acumen in order to derive key insights. Verifies the quality, accuracy, and reasonableness of the data. Displays, organizes, and crafts data into a compelling storyline with actionable insight for the business.
• Stays abreast of industry, market, and business competitive trends. Supports efforts to keep the senior management team informed of key industry, competitive, and product trends. Recommends new and enhanced capabilities and services.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of five years related work experience.

• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

Special Factors

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.