Vanguard

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

United States · Work style not stated · Full time

Apply on the employer’s site ↗See how well you match this job

You apply directly with the employer. ROLIVA does not submit applications from this page and is not the employer.

About the role

Description from the employer’s posting. Check the employer’s page for the current version.

EmployerVanguard
LocationUnited States
Work styleWork style not stated
Employment typeFull time
Employer posted13 Oct 2026

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.

Show full description

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.

See how well you match this job Apply on the employer’s site ↗

Check your resume against this job Free, no sign-up. Nothing you paste is stored.

Staying safe while you apply

Never pay to apply, interview or accept an offer. ROLIVA never asks you for payment to apply to a job.
Apply only through the official “Apply on the employer’s site” button, on the employer’s own site, and check that a recruiter’s email uses that employer’s own domain rather than a free email address.
Be cautious of an offer made with no real interview, or pressure to decide quickly or share financial details early.

Does something look wrong with this listing? Use “Report broken link” in the role details, or read ROLIVA’s full job-safety guidance ↗.

Preparing for this role with ROLIVA

Check the fit.
Compare the requirements with the experience you have confirmed, including gaps.
Prepare honestly.
Build interview stories and application drafts from your own evidence.
Keep track.
Save the role and record your own application status and follow-ups.

Create a free workspace or log in.