Head of Advisor Technology - Americas

Posted 3 Days Ago
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Toronto, ON, CAN
In-Office
Expert/Leader
Fintech
The Role
Lead technology strategy and engineering teams for Advisor platforms across the Americas. Own marketing tech and CRM vision, deliver secure scalable software releases, manage global staffing and budgets, drive continuous improvement, stakeholder relationships, and represent the firm externally.
Summary Generated by Built In

Are you ready to lead technology at a global scale? Join Vanguard as the Head of Advisor Technology – Americas, where you’ll provide strategic and technical leadership for platforms supporting Financial Advisor Services across Canada, Mexico, and South America. In this role, you’ll set the technology vision, guide high-performing engineering leaders, and ensure the delivery of secure, resilient, and scalable digital capabilities that power critical advisor and client experiences. You’ll partner closely with business, product, and enterprise technology leaders to drive modernization, enable growth, and deliver outcomes aligned to Vanguard’s mission of giving investors the best chance for investment success. This is a unique opportunity to influence strategy, lead at scale, and shape the future of technology across one of Vanguard’s most impactful global organizations.
In this role you will...

  •  Collaborate with Financial Advisor technology leaders worldwide to champion reuse, alignment, and platform consistency
  • Own the vision and strategy for marketing technology (AEM, CDP, Marketo, etc.) and CRM capabilities supporting the Americas businesses
  • Manage and develop high-performing engineering teams across multiple international locations, including Canada, Mexico, and the U.S.

Core Responsibilities:

  • Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Provides full strategic ownership for delivering software releases relating to the product for the business units, managing the testing, evaluation, and selection of IT vendor products. Works with business clients to determine scope, and develops and implements environmental requirements for each project.
  • Develops and implements staffing and operational plans. Effectively leverages various staffing options and manages a global workforce. Develops and implements short and long term department goals and ensures alignment with the overall strategy. Monitors service delivery metrics and overall performance.
  • Develops and implements changes to department policies and procedures to meet changing business needs and to achieve department objectives. Identifies opportunities for continuous improvement and implements appropriate strategies and technologies for building products and delivering services.
  • Leads quality initiatives to improve the delivery of service levels. Plans, develops, and executes short and long range goals to ensure divisional success.
  • Develops and maintains relationships with key stakeholders to provide long-term collaborations and deliver successful business outcomes.
  • Reviews expenses and ensures department operates within budgetary guidelines. Leads the strategy and execution to build, buy, and integrate business technology solutions.
  • Ensures staff complies with information technology and information security policies and procedures, and verifies that deliverables meet requirements.
  • Participates in special projects and performs other duties as assigned.
  • Well-connected within the financial services industry, with active involvement in key professional organizations and chapters; comfortable serving as an external ambassador, including participation in panels, conferences, and speaking engagements.

Qualifications:

  • Minimum of ten years related work experience, with at least five years of project management experience.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

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.

Skills Required

  • Minimum of ten years related work experience
  • At least five years of project management experience
  • Undergraduate degree or equivalent combination of training and experience
  • Graduate degree
  • Experience managing high-performing engineering teams across multiple international locations
  • Experience with marketing technologies and CRM capabilities (AEM, CDP, Marketo)
  • Well-connected within financial services and comfortable serving as an external ambassador (panels, conferences)

Vanguard Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.

  • Retirement Support Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
  • Wellbeing & Lifestyle Benefits Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
  • Affordable Benefits Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.

Vanguard Insights

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The Company
HQ: Malvern, PA
20,252 Employees
Year Founded: 1975

What We Do

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.

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