Careers Sign In Check out other jobs Senior Strategy Analyst, Goal Setting•Financial Advisor Services (FAS) page is loaded Senior Strategy Analyst, Goal Setting•Financial Advisor Services (FAS) Apply locations Malvern, PA time type Full time posted on Posted 3 Days Ago time left to apply

End Date:

August 28, 2026 (10 days left to apply) job requisition id 181585 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. 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. About Us Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences. Read More Follow Us © 2026 Workday, Inc. All rights reserved.