The Head of Product, Portfolio Management leads the vision, strategy, and roadmap for Vanguard's portfolio management ecosystem, spanning portfolio construction, trading, custody integration, investment servicing, and managed accounts. This leader drives product investment priorities and delivers scalable, innovative capabilities that enhance advisor and client outcomes while supporting the evolving needs of Vanguard's wealth and investment businesses.
What you will do:
Product Strategy & Portfolio Leadership
Define and execute the strategic vision, roadmap, and investment priorities for Portfolio Management products.
Prioritize investments across product portfolios to balance growth, risk management, operational efficiency, and client experience.
Establish product roadmaps, KPIs, and success metrics aligned with business and enterprise objectives.
Lead cross-functional teams responsible for the design, delivery, and continuous improvement of investment platform capabilities.
Trading, Custody & Operations Enablement
Partner with trading, operations, and technology teams to optimize trade generation, execution, allocation, reconciliation, and settlement processes.
Drive initiatives that improve trading capacity, reduce operational risk, and enable efficient portfolio management at scale.
Identify value-chain constraints and develop strategic solutions that increase automation, resilience, and throughput.
Ensure platforms support client growth, managed account expansion, and evolving investment offerings.
Industry Expertise & Vendor Integration
Provide industry leadership across wealth management, portfolio management, trading, custody, and investment servicing domains.
Evaluate, select, and integrate strategic vendor solutions to accelerate business outcomes and platform modernization.
Partner with internal and external stakeholders to deliver seamless integration of best-in-class capabilities.
Monitor industry trends, competitive offerings, and emerging technologies to inform product strategy and investment decisions.
Governance & Leadership
Ensure regulatory, fiduciary, and supervisory requirements are embedded within products and processes.
Partner with compliance, risk, audit, and technology organizations to maintain strong governance and control practices.
Lead and develop product managers and product leaders across multiple domains.
Influence senior leadership decisions regarding platform strategy, technology investments, vendor partnerships, and transformation initiatives.
What it will take:
Deep expertise in wealth management, portfolio management, trading, custody, brokerage operations, or investment servicing.
Experience leading product organizations responsible for large-scale portfolio management or trading platforms.
Strong understanding of trade lifecycle management, settlement, reconciliation, custody operations, and money movement.
Proven success delivering platform modernization, vendor integrations, and enterprise transformation initiatives.
Knowledge of advisory platforms, managed accounts, portfolio construction methodologies, and investment management workflows.
Demonstrated ability to influence executive stakeholders and lead cross-functional organizations.
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
- Deep expertise in wealth management, portfolio management, trading, custody, brokerage operations, or investment servicing
- Experience leading product organizations responsible for large-scale portfolio management or trading platforms
- Strong understanding of trade lifecycle management, settlement, reconciliation, custody operations, and money movement
- Proven success delivering platform modernization, vendor integrations, and enterprise transformation initiatives
- Knowledge of advisory platforms, managed accounts, portfolio construction methodologies, and investment management workflows
- Demonstrated ability to influence executive stakeholders and lead cross-functional organizations
- Experience leading and developing product managers and product leaders across multiple domains
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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