Advisor Voice, Market Intelligence Strategist
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What you'll do
- 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.
What they're looking for
- 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.
Nice to have
- Experience working with advisor-facing products, services, or technology platforms preferred.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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 organization's 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
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.
Company
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