Strategic Lead, Forecasting and Metrics Analytics
The Vanguard Group
We are seeking a Strategic Lead, Forecasting and Metrics Analytics to drive enterprise-level forecasting, performance measurement, and strategic insight generation to support our Financial Advisor Services (FAS) business. This role partners closely with senior leaders to translate complex financial and digital data into forward-looking intelligence that informs business strategy, goal setting, and execution. The successful candidate will apply advanced analytical and scientific techniques to anticipate trends, identify key performance drivers, and deliver clear, decision-ready recommendations. This position plays a critical role in shaping how leaders evaluate outcomes, manage risk, and allocate resources. Financial Advisor Services (FAS) delivers investment products and services—including ETFs and mutual funds—to financial advisors across broker-dealers, asset managers, banks, registered investment advisors, and insurance companies. FAS enables advisors to better serve their clients by providing data-driven insights that strengthen relationships and accelerate business results. What You'll Do Serve as a strategic analytics partner to senior leaders, shaping forecasting, metrics, and performance measurement approaches aligned to enterprise priorities. Lead complex, high-impact analytical initiatives from problem definition through executive delivery. Develop forecasting models, performance metrics, and scenario analyses that support strategic planning and goal setting. Translate sophisticated analytical outputs into concise executive narratives, visualizations, and recommendations. Ensure analytical rigor by validating methodologies, assumptions, and results across teams. Establish and oversee recurring reporting and insight-generation processes that support ongoing leadership decision-making. Set standards for data quality and analytical excellence; lead efforts to improve data reliability and usability. Mentor and guide analysts, strengthening analytics capabilities and best practices across the organization. Monitor emerging analytics trends, tools, and external best practices to continuously elevate insight generation. Required Experience Master’s degree or PhD in a quantitative STEM field preferred, or equivalent substantial industry experience. 5+ years of relevant modeling/forecasting or analytics experience, or a combination of advanced academic work and industry experience. Deep expertise in advanced analytics, statistical modeling, and forecasting methodologies. Demonstrated ability to influence senior stakeholders through data-driven insights and executive communication. Strong experience working with financial and digital data to inform strategic decisions. Proficiency in data visualization and storytelling to translate complexity into clarity. Experience with forecasting tools and techniques, including Prophet or comparable solutions. Strategic mindset with the ability to prioritize work based on business impact. Special Factors Vanguard is not offering visa sponsorship for this position. #J-18808-Ljbffr The Vanguard Group
$63k - $96k
...Treasury Department, the Lead Treasury ALM Analyst... ...balance sheet forecasts, performing analysis to... ...used for key risk and strategic decisions. In addition... ...management and forecast IRR metrics, including exposure... ...financial modeling and analytical skills, with the...SuggestedWork at officeFlexible hours- ...正橡扯 in Charlotte, NC is seeking a Portfolio Strategy Lead to bring clarity and coherence to the Financial Advisor Services Digital & Analytics portfolio. The ideal candidate will have a strong background in strategic leadership, project management, and communication within...Suggested
$95k - $110k
Damco Spain SL is seeking a Strategic Program Manager in Charlotte, North Carolina, to drive... ...The ideal candidate will possess strong analytical skills and proven program management experience. Responsibilities include leading cross-functional teams, developing market...Suggested- A financial services firm in Charlotte is seeking a Lead Financial Planning & Analysis Analyst. The role includes leading financial... ...communication skills and financial expertise, with a focus on strategic decision-making. Experience in retail banking is a plus. This position...Suggested
- Serco is seeking a Metrics Analyst in Charlotte, NC to support the US Navy by leveraging data for strategic decision-making. The role requires a Bachelor's Degree, 6 years of experience, and strong data analytics skills, including statistical analysis and data visualization...Suggested
$119k - $187k
...role: Wells Fargo is seeking a Strategic Vendor Management Lead to serve as a strategic partner between... ..., and support budgeting and forecasting cycles SCM Task Ownership: Oversee... ...in Third Party Risk Management Analytical mindset with experience in SLA governance...Work experience placementWork at office- ...organization, Vanguard’s Chief Data & Analytics Office is driving a critical... ...center of that transformation. The Lead, Data Analytics & Modeling is a... ...delivery of high‑impact dashboards, metrics, and analytical products that support strategic and operational decision‑making....Work at office
- ...marketing campaigns through advanced analytics, predictive modeling, and... ..., models required to build strategic analytical solution •... ...robust and streamlined data-lead strategy to drive marketing optimization... ...like ROI, LTV, Attribution Metrics, Engagement Metrics •...Work experience placement
- ...involves analyzing and evaluating workforce metrics to enhance capacity planning and labor... ...create labor standards and validate forecasting models to improve efficiency. The ideal... ...with Kronos systems. Strong analytical skills and proficiency in Microsoft Excel...Weekend work
- ...Wells Fargo is seeking a Lead Securities Operations Specialist... ...responsible for delivering high-impact analytics and automation/AI solutions... ...and drive new initiatives Strategically collaborate and consult with... ...problems, align success metrics, and deliver executive-ready...Work experience placementWork at officeRemote work
- ...Strategic Planning Leader Ready to change the future, your way?... ...Strategic Planning Leader will lead the orchestration of end-to-end... ...centers. Ensure accurate forecasting and master scheduling to... ...advanced planning systems and analytics platforms. Promote continuous...Full timeWork at office
- ...Program Management Lead Working at Citi is far... ...monthly communications metrics to monitor and measure... ...including monthly forecasts, the annual investment... ...is the heart of Citi's strategic technology decision-making... ...the skill set of analytical expertise in addition...
- ...an experienced supply chain professional to design and execute strategic communication plans. This role involves developing... ...significant experience in supply chain operations, and strong analytical skills. The position may require frequent travel and offers potential...
- ...& Corporate Banking (TCCB) Operations team, the Content & Analytics Execution Lead will operationalize the TCCB's processes by developing and... ...efficiency. This role will also identify and create operational metrics to assist in driving frontline operational progress in the...Full timePart timeWork at officeRemote workShift workDay shift
- First Citizens Bank is looking for a senior data analytics professional to join their Embedded Payments team in Charlotte, NC. This hybrid... .... Responsibilities include analyzing datasets, designing metrics, and collaborating cross-functionally to enhance decision-making...
- ...Type: Full-Time, Experienced Department: Legal As an eDiscovery Analytics Lead for Contact Government Services, you will be using your legal... ...electronic discovery technical support and assisting with strategic and legal aspects using Relativity. CGS brings motivated, highly...Full timeFlexible hours
- Senior eDiscovery Analytics Lead Employment Type: Full‑Time, Experienced Department: Legal As a Senior eDiscovery Analytics Lead for Contact... ...electronic discovery technical support and assisting with strategic and legal aspects using Relativity. Skills and attributes...Full timeFlexible hours
$215k - $355k
...Quantitative Software Engineer, Executive Director (Senior Lead Securities Quantitative Analytics Specialist). A successful applicant will be a Java... ...teams to enhance and improve the capabilities of the new strategic valuation and risk platform Integration of mortgage...Temporary workWork experience placementVisa sponsorship$95k - $110k
Maersk is hiring a Strategic Program Manager in Charlotte, NC, to shape and scale its Ground... ...on developing strategic programs and leading cross-functional initiatives that drive... ...The ideal candidate should possess strong analytical skills, program management experience, and...- ...serve as a trusted partner to Product leadership, utilizing analytical capabilities to drive strategic insights and executive recommendations. The role involves ensuring high analytical quality while leading cross-functional initiatives, requiring 5-8 years of related...Remote jobFlexible hours
$106.97k
...implement, and oversee ongoing program(s) and strategic projects at the corporate level for... ...logistics, communications, marketing, and metrics for the program(s) managed Assembles teams... ...and functional owners to organize and lead the implementation of process improvement...Full timeWork at officeRelocationVisa sponsorshipWork visaRelocation packageFlexible hours3 days per week- American Express is seeking a Manager, Strategic Risk in Charlotte, North Carolina. This role involves leading high-priority, cross-functional initiatives and translating... ...experience in a dynamic environment, an analytical mindset, and strong communication skills to navigate...
$114.72k - $172.08k
The Customer Experience (CX) Analytics Lead plays a central role in transforming customer feedback and data into clear, actionable insights... ...feedback mechanisms aligned with the organization's evolving strategic priorities. Collaborate with CX team counterparts —...Full timeShift work$91k - $147.2k
...Global Finance Reporting Lead - Endomech and Energy... ...Network partners. A strategic business mindset coupled... ...reporting and analytics related to transformation... ...including Commercial metrics, stranded costs, Supply... ...Analysis, Budgeting, Forecasting, Cost Accounting, Internal...Full timeTemporary workLocal areaRemote workWorldwide$215k - $355k
...a C++ Software Engineer, (Senior Lead Securities Quantitative Analytics Specialist). The Front Office Financial... ..., hedging strategies, and horizon forecasting—to a diverse set of users and use... ...Finance group. IP also provides strategic and analytical balance sheet...Work experience placementVisa sponsorship$63k - $96k
...Treasury Department, the Lead Treasury ALM Analyst... ...balance sheet forecasts, performing analysis to... ...communication of key metrics and insights via regular... ...conforming to controls. Analytics include measurement and... ...sheet modeling for the Strategic Plan and analysis for...Work at officeFlexible hours- A leading bakery company based in Charlotte, NC, is seeking a Senior Customer Executive to drive strategic annual planning and business development. The role demands over 5 years of... ...sector. Candidates should possess strong analytical, leadership, and presentation skills....
- ...Entry Level Call Center Team Lead ProSidian is a Management... ...Mid Atlantic Region supporting strategic delivery of Government and... ...resolutions. Meet established call metrics and KPIs. Qualifications... ...with Adobe Acrobat, data analytic tools, and Visio, and the...Full timeContract workTemporary workWork at office
- ...Landscape Architecture Practice Lead for the Charlotte metro, this role drives the growth and strategic direction of McAdams'... ...the practice, monitoring key metric such as backlog, revenue, utilization... ...experience managing budgets, forecasts, and performance metrics...Work at officeLocal area
$93.1k - $160.66k
...Leader is responsible for leading the Demand Management... ...of accurate demand forecasts that support operational... ...planning, and strategic decision-making. This... ...maintain forecasting metrics, root-cause analysis processes... ...Planning (IBP). Advanced analytical and quantitative...Local areaWorldwideRelocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Lead, Forecasting and Metrics Analytics. Be the first to apply!



