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60 Bdconnect Senior Strategy Analyst Jobs Hiring Near You

The Novelis Corporate Strategy team is growing and seeking a Senior Analyst, Corporate Strategy! This newly created role offers the opportunity to join an expanding function that plays a key role in ...

Business Senior StrategyAnalyst

Hanover, MD · Remote

$91K - $117K/yr

Business Senior Strategy Analyst Location: Buffalo, NY - Onsite 4 days, 1 day remote Role Overview The team is supporting business servicing and modernization efforts and is seeking a strong Business ...

Analyst / Senior Strategic Analyst

Dallas, TX · On-site

$87K - $115K/yr

Copart is seeking a Strategy Analyst/Senior Strategy Analyst to join our dynamic team and contribute to the growth and success of our business initiatives. As a Strategy Analyst, you will apply your ...

Strategy Analyst

Getzville, NY · Hybrid

$100K - $130K/yr

The Strategy Analyst will support several priority initiatives at a time, partnering with senior leaders on projects that may include financial modeling, pricing analysis, market research, M&A ...

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Senior Strategy Analyst, Goal Setting - Financial Advisor Services (FAS)

Vanguard Group, Inc.

Malvern, PA • On-site

$83K - $104K/yr

Full-time

Posted 3 days ago

New


Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services


Job description

Senior Strategy Analyst, Goal Setting - Financial Advisor Services (FAS)
At Vanguard, we are transforming our distribution ecosystem-and setting clear, fair, and strategically aligned goals to incentivize performance is a critical part of that journey. As the Senior Strategy Analyst for Goal Setting within our Financial Advisor Services (FAS) business, you will support the annual sales goal-setting process that helps translate business strategy into measurable expectations for our sales teams.
Your work will help ensure goals are analytically grounded, consistently governed, and understood across all incentive compensated roles-supporting performance, accountability, and alignment with Vanguard's mission.
Responsibilities
  • Support Annual Goal Setting: Help develop annual sales goals ensuring targets are grounded in business priorities, historical performance, planned investments, and growth expectations.

  • Translate Strategy into Targets: Partner with Distribution Strategy, Finance, Sales leadership, and other internal partners to connect enterprise, divisional, and channel-level priorities to practical goals for advisor-facing teams.

  • Support Governance and Documentation: Maintain clear documentation of assumptions, methodologies, decisions, and approvals to support transparency, consistency, and auditability throughout the goal-setting process.

  • Monitor Goal Attainment: Track progress against goals, identify trends or outliers, and produce insights that help leaders evaluate goal effectiveness and inform future goal-setting cycles.

The Ideal Candidate
  • You are an analytical and detail-oriented strategy professional who understands how thoughtful goal setting can motivate performance, reinforce accountability, and align sales execution with business priorities.

  • You are comfortable working with data, partnering across functions, and translating complex analysis into clear recommendations that leaders can use to make informed decisions.

You will bring:
  • 5+ years of experience in sales strategy, compensation goal setting, distribution planning, finance, analytics, or a related function within asset management, wealth management, or financial services.

  • Strong analytical skills with experience conducting forecasting analysis, and using performance data, business assumptions, and projections to develop recommendations.

  • Ability to synthesize quantitative and qualitative inputs into clear goal-setting narratives, options, and decision-ready materials.

  • Comfort operating in a matrixed environment and partnering effectively with Sales, Finance, HR, Legal, Data & Analytics, and Distribution Strategy teams.

  • Excellent communication skills and attention to detail, with the ability to create accurate, executive-ready materials and explain goal-setting methodologies clearly.

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.

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