Business Strategy Analyst – Advice and Wealth Management

Vanguard

Business Strategy Analyst shaping insights and influencing decisions for Vanguard's Advice and Wealth Management division. Leading complex analyses to drive strategic growth and decision-making.

Posted 5/6/2026full-timeScottsdale • Arizona, North Carolina, Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Flexible working arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business analysisdata analysisquantitative analysisqualitative analysismarket researchcompetitive intelligencebusiness strategy developmentdata-driven insightspresentation skillsstorytelling with data

Soft Skills

coachingcommunicationproblem-solvingcritical thinkingorganizational skillscollaborationadaptabilityleadershipbusiness acumeninsight generation