Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs), to Vanguard's financial advisor clients, including broker-dealers, asset managers, bank trust departments, registered investment advisers, and insurance companies.
We are looking for a strong leader as Head of CRM Technology to drive the strategic vision and roadmap for large, complex, multi-stakeholder CRM technology families, demonstrating a deep understanding of the CRM technology product(s) and associated business areas. This leader will ensure great user experience for our internal FAS sales team and contribute to enterprise success.
Core Responsibilities:
1. 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.
2. Leads digital product management teams for a strategic digital product or product group. Sets new digital product strategy and adjusts strategies for program or digital product group.
3. Leads, influences, or directly supervises cross-functional teams to create best practices that drive significant change to the client experience. Ensures business outcomes are linked to business case drivers.
4. Creates and maintains best practices and learnings, providing coaching to digital product teams on current strategy. Oversees product teams' support of the messaging, communication, and customer outreach as necessary.
5. Builds and maintains strong business support from team members to promote a consistent approach to decisions/impacts and client propositions. Drives connection across all appropriate internal and external stakeholders.
6. Leads the planning or is directly responsible for the development and implementation of new large, complex, multi-stakeholder products. Defines and analyzes markets, develops detailed product features and requirements, and develops implementation plans.
7. Creates, maintains, and employs a variety of qualitative and quantitative analysis techniques to continually improve the user experience.
8. Leads and influences ongoing business planning and departmental prioritization activities.
9. Participates in special projects and performs other duties as assigned.
Qualifications:
Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.
Minimum of ten years of related business experience. Five years of leading large cross-functional teams on major organizational projects preferred. Previous people-leadership experience strongly 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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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.
