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Supports the individual client business by leading strategy projects and workstreams that include conducting business strategic analysis, competitive research, and product/service evaluation.
S3 Offer Strategy Analyst
Context:
Vanguard's UKPI strategy is evolving. While we’ve demonstrated impressive growth as an ISA-led, self-directed business, UKPI is now looking forward to change the way the UK invests by partnering with the every day investor to deliver them lifelong value. That means meeting them where they are with additional support at the start of their investing journey, staying by their side as their life complexities increase, and being their trusted partner all the way through retirement.
The Strategy Analyst role will support UKPI Leadership in formation of the strategy as it pertains to offer, service, and operational strategy. This encapsulates the next iteration of our newer Managed offer, and supporting CX and Operations translate long term strategy into a strategic roadmap for development. This individual will also need to bring external insight to our work via industry forums, competitor intelligence, and policy awareness. Beyond UKPI, it is key that there is strategic alignment across the broader European organisation to deliver our aggressive goals. This individual will also be responsible for engagement across key partners and support services (I.T., Marketing, Finance, OGC and others).
The Offer Strategy Analyst represents a unique opportunity to operate in a rapidly evolving business, which is front and center in the minds of our European and International Leadership. The successful candidate will demonstrate a proven ability to navigate ambiguity, deliver nuanced insights, and produce compelling executive communication skills.
Role details
Preferred skills/experience:
- Solid understanding of the UKPI business’ commercial and strategic goals
- Experience of working in the D2C investment market advantageous (platform / advice / retirement experience all relevant)
- Strategic mindset with an ability to cut through large quantities of information, data, and individual opinions to identify the most impactful points for consideration
- Strong analytical, problem solving and decision making skills, including identification of options, trade-offs, and risks
- Sufficient/strong knowledge of our broader European partners agendas and an ability to persuade, influence, and input into their goals to ensure a cohesive approach
- Excellent executive communication skills; the ability to craft compelling narratives in multiple formats (memo, slideware), and for a variety of senior audiences
- Highly developed relationship management skills with Senior Leaders and stakeholders from across the UKPI, European and International business
- Professional presence and gravitas when representing Vanguard at industry events, and interacting with external bodies (e.g., ABI).
Supports the individual client business by leading strategy projects and workstreams that include conducting business strategic analysis, competitive research, and product/service evaluation.
Core Responsibilities:
Develops and leads complex individual client 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:
Undergraduate degree or equivalent combination of training and experience. Graduate
degree preferred.
Experience:
Minimum of five years related work experience.
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.
