Advisor Voice, Market Intelligence Strategist
Vanguard Open · verified Sep 21, 2026 At a glance
Mid-level Market Research role at Vanguard. Malvern · full-time.
Pay not stated Market Research salary
Growth Roles summary, based on the employer's posting.
What you'll do
- Lead advisor-voice work across RIAs, broker-dealers, and wealth management firms
- Use technology to follow industry shifts, trade publications, competitors, and emerging advisor needs
- Run or commission surveys, interviews, focus groups, and advisory councils
- Turn research into executive insights, recommendations, recurring reports, and thought leadership
- Work with product, strategy, marketing, sales, and client experience teams to shape priorities
What you bring
- At least seven years in wealth management, financial services, market research, product strategy, advisor consulting, or a related field
- A deep grasp of advisor business models, workflows, and industry dynamics
- Strong research, analysis, storytelling, and presentation ability
- Skill in turning complex market findings into practical business recommendations
Who this fits
You will fit this role if you understand how financial advisors build and run their practices and can connect their needs to product, service, and business decisions. The position is based in Malvern and follows Vanguard’s hybrid working model. Vanguard does not provide visa sponsorship for this position.
From the 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.
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