Vanguard

Head of Competitive Intelligence, Personal Wealth

Vanguard  •  Malvern, AR (Hybrid)  •  2 months ago
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Job Description

Vanguard Personal Wealth is building something new. As Head of Competitive Intelligence, you will stand up a dedicated function from scratch — bringing rigor, consistency, and strategic focus to how we understand our competitive landscape. This is a high-impact role at the core of Personal Wealth strategy: ensuring our leadership team has the external perspective needed to set direction, benchmark performance, and raise competitive acumen across the entire organization. If you want to build something that matters, this is it.

Responsibilities

  • Stand up and lead a new competitive intelligence function for Personal Wealth — defining the operating model, research agenda, and analytical standards from the ground up
  • Develop and own the research and insight strategy for Personal Wealth, informing strategic direction across business areas
  • Engage and influence senior internal stakeholders to strengthen competitive acumen and translate intelligence into strategic action
  • Synthesize competitive intelligence and broad industry trends to inform decisions on strategy, offer design, pricing, and positioning; share findings and best practices across business lines
  • Set direction and coach team on innovative research methodologies; maintain subject matter expertise across the financial services competitive landscape
  • Participate in the development and execution of business plan initiatives; manage budgets and vendors to ensure quality and completeness of deliverables
  • Connect signals across projects and programs to surface broader trends; elevate key findings to senior leadership as needed
  • Participate in special projects and perform other duties as assigned
  • Hire, evaluate, and supervise a team of competitive intelligence researchers; set performance standards and develop crew in accordance with HR policies

Qualifications

  • 8 or more years of work experience
  • Experience in competitive intelligence or corporate strategy preferred
  • Undergraduate degree or equivalent combination of training and experience; graduate degree preferred (MBA, Masters in Market Research, Psychology, or Marketing)

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.

Vanguard

About Vanguard

Join us as we celebrate 50 years of empowering our 50 million investor-owners.* Since our founding in 1975, we’ve been on a mission to help investors achieve their goals.

With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side.

We are a community that thinks—and feels—differently about investing. Together, we’re changing the way the world invests. Let’s celebrate 50 years together.

Community guidelines: vgi.vg/sgl1

*As of January 2025

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Valley Forge, PA
Year Founded
1975
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