Head of Analytics, Financial Adviser Services

3 months ago


Melbourne, Australia Vanguard Group Full time

Head of Analytics, Financial Adviser Services

**About Vanguard**

More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.

Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation

**Our Team & Opportunity**

The past two years have seen significant transformation for Vanguard Australia, with launching the Personal Investor Platform and Superannuation offer for Australian Investors. To deepen and scale our efforts in taking a data led approach to improve the experience of our investors and Advisers, the Chief Data Analytics Office (CDAO) was formed.

We are looking for a Head of Analytics, a data evangelist who is passionate about data, Business Intelligence, business impact, Automation, and can coach and develop a high-performing team. You'll be engaging senior stakeholders, and commit to deliver multiple flagship project s in Financial Advisers Services, Personal Investor and our Superannuation offer s.

As a seasoned data leader, with at least 10 years in managing happy teams and delivering great outcomes you will be responsible for leading cross-functional projects in the Data & Analytics space. You and your team will be working with data from a wide range of data sources and stakeholders, ERP, transactional systems, Finance, Marketing, Financial Crimes, Fraud and partner with Data Engineers, Data Scientists and Data Governance practitioners.

You will lead Vanguard 's Data Analytics team and be a pillar of its eco-system in support of the delivery of AI, ML and Business Intelligence solutions for both internal and external stakeholders.

**What You Will Do**
- Lead the "go-to data function" and be the first point of contact of Financial Advisers Services to CDAO for data requests, analysis, reporting, dashboard business initiatives and ad-hoc requests; Provide effort estimations, Data Analysis best practices and be a business-to-technical conduit.
- Guide and lead a happy team of passionate data practitioners in a multi-year data journey; Build your Data Analysis' teams SOPs - deployments & version control of dashboard & reports and data exploration - by coaching them in technical, analytical, interpersonal, and managerial skills.
- Collaborate with cross-functional teams, senior stakeholders(C-Level) to build Vanguard Business Intelligence capabilities and strategy to inform, influence, and execute strategic business initiatives and decisions.
- Work with other "Heads of" and data teams to deliver technical solutions needed to implement Vanguard's data strategy, roadmap, data governance, data quality and data management capabilities; Understand of modern Data Engineering and Data Science concepts, architecture and implementation.
- Improve the data literacy across the Vanguard, mature its Business Intelligence capabilities by automation, self-service and modern data analysis patterns.

**What We Are Looking For**
- 10+ years of BI & Data experience; 6+ years of experience managing teams.
- A Team player with excellent communications skills and senior stakeholders'(C-Level) management; Proven track records of value delivering and impactful results.
- Deep understanding of a modern Data & Analytics framework and IT concepts.
- Sound experience in SCRUM-Agile based teams, effort estimation, prioritisation and planning for muti discipline data teams.
- Excellent knowledge and previous practical experience in BI tools (PowerBI, Tableau etc) data exploration, visualisation, storytelling, data quality analysis, testing, data reconciliation, data modeling and Data Warehouse principals.
- Strong problem-solving capabilities and demonstrated ability to self-manage with competing priorities.
- Degree commercial, analytical, mathematical discipline, ITIL, ITSM certification or equivalent experience

**Inclusion Statement**

Vanguard's continued dedication to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values. When all crew members feel valued and included, our ability to collabo



  • Melbourne, Australia Vanguard Full time

    **About Vanguard** More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external...


  • West Melbourne, Australia Investech Wealth Management Pty Ltd Full time

    We are a privately owned financial advisory firm dedicated to providing personalised financial advice and wealth management services. An exciting opportunity exists in our growing team for a dedicated and professional associate financial adviser. Working closely with our Principal Adviser and Financial Planning team, you will be responsible for the...

  • Head of Product

    6 months ago


    Melbourne, Australia Latitude Financial Services Full time

    Annual salary reviews and an appealing bonus package to complement your compensation. Reporting to the GM, Product & Portfolio Management, Head of Product is responsible for overseeing the end-to-end product development lifecycle, from conceptualisation to launch, working closely with cross-functional teams such as marketing, technology, and risk management...


  • Melbourne, Victoria, Australia Findex Full time

    About the RoleWe are seeking a highly skilled Senior Financial Adviser to join our team at Findex. As a Senior Financial Adviser, you will be responsible for meeting new clients, understanding their financial needs, and developing joint account plans with our Accounting team.Key ResponsibilitiesMeet and engage with new clients, understanding their financial...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    About the RoleWe are seeking a Client Relationship Manager to join our team at Insignia Financial in Geelong/Collins Street.In this role, you will be responsible for preparing information, meeting packs, updating records, and facilitating the implementation of financial advice that our advisors recommend to our clients.You will also manage, schedule, and...


  • Melbourne, Australia Insignia Financial Ltd Full time

    Financial Planning Assistant **Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - Based in Ballarat, Permanent Full Time Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory firms...


  • Melbourne, Australia Insignia Financial Ltd Full time

    Financial Planning Assistant **Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - Based in Collins St, Permanent Full Time Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory firms...


  • Melbourne, Australia Department of Health Full time

    Location: Melbourne | CBD Job type: Full time / Fixed term to 30 June 2028 Organisation: Department of Health **Salary**: $134,593 - $180,115 Occupation: Policy Reference: VG/DH/HV/1831527 The Department of Health plays a critical role in the Victorian health system and is responsible for shaping it to meet the health needs of all Victorians. We’re...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Job SummaryAs a Client Relationship Manager with Insignia Financial, you will be responsible for building strong relationships with clients, providing exceptional support, and ensuring seamless implementation of financial advice. This role requires strong communication skills, attention to detail, and the ability to work under pressure.Key...

  • Financial Adviser

    6 months ago


    Melbourne, Australia Pinstripe Recruitment Full time

    Our client continues to expand and is seeking an experienced an experienced** Financial Adviser **to join the Melbourne team. **Our client offers a full range of financial advice services to its clients including**: - Financial Planning - Residential and Investment Lending - Superannuation - Insurance - SMSF - Investment Management - Retirement Planning -...


  • Melbourne, Australia Mercer Full time

    **Financial Adviser Associate** **What can you expect?** What we offer is a chance to join a company that is not only winning, but is transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. This means that great performers are greatly rewarded. We pride ourselves on...


  • Melbourne City Centre, Australia Department of Health Full time

    **About the role**: The Principal Policy Adviser role is responsible for supporting the understanding and delivery of the department's strategic financial investment in Victoria's health system, health service financial sustainability and to be the interface between the Department of Health and health services. Against the context of increased financial...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    About UsAt Insignia Financial, we pride ourselves on being one of Australia's leading financial advisory firms. Our team is dedicated to building deep relationships with our clients to deliver greater peace of mind about their current needs and financial futures.A Career in Financial AdviceWe have a proud history of helping Australians achieve real financial...

  • Head of Sales

    6 months ago


    Melbourne, Australia Class Super Full time

    myprosperity is a subsidiary of HUB24 Limited (ASX:HUB). Founded in 2011, myprosperity partners with accountants and financial advisers to deliver their clients a tailored solution that integrates with every aspect of their financial world. myprosperity is on a mission to help households live their best financial lives. In a world of financial complexity and...


  • Port Melbourne, Australia Latitude Financial Services Full time

    Financial Planning and Analysis is a critical function at Latitude Financial Services, supporting the consolidation of financial results and forecasts for all business units across the organization.This role involves providing essential data analytical support to the Finance Business Partnering and broader Finance teams, ensuring timely and accurate...


  • Melbourne, Australia Latitude Financial Services Full time

    Let's talk about the role. In this role, you will be responsible for leading a diverse set of functions encompassing People Operations, Talent Acquisition, Payroll, People Analytics, Systems, and Facilities. As the Head of People Operations, you will drive the ongoing effort to enhance and implement improvements in our processes, policies, and practices...


  • Melbourne, Australia Australian Unity Group Services Pty Ltd Full time

    **What’s on Offer**: You will enjoy a range of great employee benefits and rewards including: - Competitive salary + bonus program - Enjoy additional yearly Well-Being and Community leave days - 14-week paid parental leave, with equal benefit for both parents PLUS our Bump to Baby - Employee Referral Program - Employee Assistance Program - support and...


  • Melbourne, Victoria, Australia IOOF Holdings Limited Full time

    Senior Associate Adviser OpportunityShadforth is seeking a skilled Senior Associate Adviser to join our team in Ballarat. As a key member of our Advice Team, you will be responsible for managing the advice needs of our clients and supporting our growth journey.Key Responsibilities:Take responsibility for delivering new client business and preparing advice as...

  • Financial Adviser

    5 months ago


    Melbourne, Australia Mercer Full time

    **Financial Adviser** **What can you expect?** What we offer is a chance to join a company that is not only winning, but is transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. This means that great performers are greatly rewarded. We pride ourselves on providing...

  • Principal Adviser

    6 months ago


    Melbourne City Centre, Australia Department of Health Full time

    Role purpose The Victorian Health Building Authority (VHBA) is responsible for the planning and delivery of the Victorian Government's multibillion-dollar health infrastructure program including $16.6 billion in managed assets and $8.8 billion in planning and delivery. Our work includes planning and building new hospitals and ambulance stations, aged care...