Head of Competitive Intelligence, Personal Wealth
Vanguard · Dallas, TX · 1 mo ago
HybridFinanceFull-time
About the role
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.
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)