Head of Product, Personalized Indexing
Vanguard Personalized Indexing (VPI) combines portfolio optimization, tax-aware investing, and customization to help advisors deliver personalized investor outcomes. Capabilities such as tax-loss harvesting, investment screens, and personalized portfolio construction enable advisors to tailor portfolios to each investor’s goals, tax situation, values, and preferences while maintaining broad market exposure.
As Vanguard expands this strategic growth business, we seek a visionary leader to define and execute VPI’s product strategy. The Head of Product will integrate product innovation, digital and investment platforms, and data capabilities to deliver scalable advisor and client experiences and advance enterprise advice initiatives. Success requires strong partnerships across Platform Operations, Technology, Data & Analytics, and Investments.
The ideal candidate is an enterprise-minded product executive who combines strategic vision, commercial judgment, and hands-on leadership. They have a record of scaling growth businesses, developing high-performing teams, and aligning diverse stakeholders around measurable client and business outcomes.
Duties and Responsibilities
- Leads VPI’s product strategy, operating model, organization, budget, and roadmap, applying commercial judgment to capital allocation, investment priorities, business cases, and strategic trade-offs across markets, products, channels, capabilities, and technologies.
- Leads advisor and investor digital products from vision through adoption, using customer insights, analytics, experimentation, and metrics to guide priorities, investment decisions, and performance.
- Partners across Technology, Data & Analytics, Investments, and Client Experience to build scalable platforms, APIs, data products, and personalization capabilities while ensuring strong data governance, quality, access, security, and stewardship.
- Leads cross-functional product, technology, and operational change through implementation, applying agile, governance, change management, and communication practices amid shifting needs and tight deadlines.
- Embeds risk, controls, compliance, audit, legal, and privacy requirements into delivery.
- Builds and develops a high-performing leadership team, establishes accountability, and fosters an entrepreneurial, collaborative culture that adapts to evolving priorities in a fast-paced, high-growth environment.
- Maintains expertise in wealth management, personalized investing, industry trends, and client needs while strengthening enterprise partnerships.
Required Qualifications
- Bachelor’s degree in business, finance, technology, data science, engineering, or equivalent experience.
- At least 15 years of progressive experience, including seven years leading digital product teams or major product portfolios and experience managing senior leaders and specialists across multiple functions.
- Proven success defining and leading wealth management digital product strategy and delivery across complex platforms and client experiences.
- Experience operating in a highly regulated financial services environment.
- Deep expertise in product management, agile delivery, human-centered design, data governance and architecture, analytics, and modern platforms and APIs.
- Proven enterprise leader who develops senior talent, influences executives, and drives complex transformations and measurable client, business, and operational outcomes across functions and locations.
- Exceptional executive communication and influence, with the ability to translate complex concepts, align stakeholders, and negotiate effectively across business and technical audiences.
Preferred Qualifications
- Strong knowledge of advisor workflows and wealth management distribution channels, including RIAs, broker-dealers, banks, and trust firms.
- Hands-on experience building and scaling digital products and client experiences.
- Experience using AI, automation, and advanced analytics to improve personalization and client outcomes.
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
- Bachelor's degree in business, finance, technology, data science, engineering, or equivalent experience
- At least 15 years of progressive experience
- At least seven years leading digital product teams or major product portfolios
- Experience managing senior leaders and specialists across multiple functions
- Experience defining and leading wealth management digital product strategy and delivery across complex platforms and client experiences
- Experience operating in a highly regulated financial services environment
- Deep expertise in product management, agile delivery, human-centered design, data governance and architecture, analytics, and modern platforms and APIs
- Experience developing senior talent, influencing executives, and driving complex transformations across functions and locations
- Exceptional executive communication, stakeholder alignment, and negotiation skills across business and technical audiences
- Knowledge of advisor workflows and wealth management distribution channels, including RIAs, broker-dealers, banks, and trust firms
- Hands-on experience building and scaling digital products and client experiences
- Experience using AI, automation, and advanced analytics to improve personalization and client outcomes
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.
