Head of Intelligence, Personal Wealth

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.

• 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

• 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)

Vanguard is not offering visa sponsorship for this position.

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.

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.