Advisor Voice, Market Intelligence Strategist

Advisor Voice Market Intelligence Strategist

Transform how we serve clients

The Advisor Voice Intelligence Strategist is responsible for identifying analyzing and translating the needs of financial advisors into actionable business insights. This role serves as the organizations expert on advisor trends challenges and opportunities helping inform product strategy service enhancements thought leadership and innovation initiatives. The ideal candidate is naturally curious about how advisors build and grow their practices excels at uncovering unmet needs and can transform advisor feedback and industry signals into strategic business opportunities.

Mission

• Serve as the divisional authority on advisor needs and ensure the voice of the advisor shapes the future of our products services and experiences.

Key Responsibilities

• Lead Voice of Advisor (VoA) efforts across advisor segments including RIAs broker-dealers and wealth management firms.

• Leverage technology to monitor industry trends trade publications competitor activity and emerging advisor needs.

• Conduct and commission qualitative and quantitative research including surveys interviews focus groups and advisory councils.

• Identify advisor pain points and opportunities related to practice management business development portfolio management technology operations succession planning and AI adoption.

• Synthesize findings into executive-ready insights recommendations and strategic opportunities.

• Partner with Product Strategy Marketing Sales and Client Experience teams to ensure advisor needs influence business priorities.

• Develop recurring advisor intelligence reports industry outlooks and thought leadership content.

Qualifications

• 7 years of experience in wealth management financial services market research product strategy advisor consulting or related fields.

• Deep understanding of financial advisor business models workflows and industry dynamics.

• Strong research analytical storytelling and presentation skills.

• Ability to convert complex market insights into actionable business recommendations.

• Experience working with advisor-facing products services or technology platforms preferred.

Special Factors

Sponsorship

About Vanguard

At Vanguard we dont just have a missionwere 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.