Business Strategy Analyst – Advice and Wealth Management
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Arizona • North Carolina • United States
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About the role
- 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
Requirements
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree preferred
- Minimum of five years related work experience
- Strong knowledge of the Advice & Wealth Management (AWM) industry, including evolving client needs, competitive dynamics, and key market trends
- Direct experience contributing to or developing business strategy is strongly preferred
- Proven ability to break down complex problems through structured quantitative and qualitative analysis
- Experience in delivering clear, data‑driven insights that inform strategic decisions
- Experience with market research, competitive intelligence, or building business cases is preferred
- Exceptional written and verbal communication skills, with the ability to translate complex analytical findings into concise, well‑structured presentations, memos, and narratives suitable for senior audiences.
Benefits
- Competitive salary
- Flexible working hours
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business analysisquantitative analysisqualitative analysismarket researchcompetitive intelligencedata analysisstrategic planningbusiness strategy developmentdata-driven insightspresentation skills
Soft Skills
coachingcommunicationproblem-solvingstorytellingorganizational skillsleadershipcritical thinkingcollaborationadaptabilitybusiness acumen