Vanguard is expanding the shelf of wealth planning and product solutions for Wealth Management clients, leveraging digital and data capabilities. As the Head of Digital Wealth Solutions, you will shape how clients engage with our Wealth management offer with an eye to deepening their relationship with Vanguard.
What You’ll Do
In partnership with AWM Solutions and the Wealth Management segment, you will define and lead the digital strategy for integrated offer journeys across the full client lifecycle—advancing the positioning of WM solutions and services in prospecting, needs discovery, and service to sales journeys. By connecting the dots between AWM offer strategy, experience design and implementation, sales, relationship management and operational execution, you will ensure these journeys are client‑centric, compliant, and scalable across the enterprise. Your scope will include AWM product solutions (e.g., private markets) and wealth services (e.g., trust, wealth and estate planning).
What It Takes
Experience leading programs for highly regulated journeys across multiple divisions.
Expertise designing and operating complex journeys in advice, wealth, operations, or regulated product environments.
Deep understanding of regulatory, compliance, and supervisory frameworks, with the ability to translate requirements into streamlined digital workflows.
Advanced acumen in relevant WM products and services (e.g., wealth planning, private markets), including structured problem solving and outcome-based execution.
Executive level communication and influence aligning senior stakeholders.
Demonstrated ability to lead large, diverse teams and set long-term vision.
A client-obsessed approach that prioritizes clarity, transparency, and simplicity in key moments.
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.
Skills Required
- Experience leading programs for highly regulated journeys across multiple divisions.
- Expertise designing and operating complex journeys in advice, wealth, operations, or regulated product environments.
- Deep understanding of regulatory, compliance, and supervisory frameworks.
- Advanced acumen in relevant WM products and services.
- Executive level communication and influence.
- Demonstrated ability to lead large, diverse teams.
- Client-centered approach prioritizing clarity and transparency.
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.
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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.
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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.
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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
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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