Core Responsibilities
1. Investment Data Product Ownership & Strategy
- Own the Investment Data Stewardship product vision, strategy, and multi‑year roadmap across fund, benchmark, performance, and metadata domains.
- Define data product standards for accuracy, timeliness, lineage, and usability across WPS platforms (e.g., participant tools, advisor experiences, reporting).
- Drive prioritization decisions balancing business value, risk mitigation, regulatory needs, and technical feasibility.
2. Investment Domain Leadership
- Act as a subject matter authority on investment data, including:
- Mutual funds, collective trusts, and separate accounts
- Benchmarks, peer groups, and index relationships
- Returns, asset allocation, attribution, and risk measures
- Ensure investment data interpretations are consistent, auditable, and suitable for participant and advisor consumption.
- Establish guardrails for fiduciary‑grade data usage across digital channels.
3. Data Stewardship & Governance Leadership
- Own investment data stewardship operating models, including:
- Data ownership and accountability
- Quality standards and controls
- Metadata, business definitions, and lineage
- Partner with the various business lines to align to data governance frameworks while representing the unique needs of investment data.
- Ensure stewardship practices support regulatory, compliance, and internal risk expectations.
4. Technology & Data Platform Enablement
- Partner with engineering and architecture teams to:
- Modernize investment data pipelines and stores
- Enable cloud‑based data platforms
- Support scalable ingestion of custodian and market data feeds
- Translate investment and business needs into well‑defined product requirements, epics, and success metrics.
- Champion automation of data quality checks, reconciliations, and monitoring.
5. Cross‑Functional Leadership & Influence
- Serve as a single accountable product owner across Investment Solutions, GIFS, Technology, Data Governance, and External Data Providers.
- Lead complex initiatives that require alignment across multiple senior stakeholder groups without formal authority.
- Communicate clearly with executive audiences on progress, risks, and trade‑offs.
6. Business Value & Outcomes
- Demonstrate measurable impact through:
- Reduced investment data defects and rework
- Faster onboarding of new funds and products
- Improved participant and advisor data experiences
- Increased confidence in externally distributed data (e.g., Morningstar)
- Track and report product KPIs tied to quality, adoption, efficiency, and business outcomes.
Qualifications
1. Investment & Financial Domain
- Deep understanding of investment products and investment data (fund structures, benchmarks, performance calculations, asset allocation).
- Experience working with custodians, asset managers, or investment data aggregators.
- Strong grasp of how investment data is consumed across digital tools, reporting, and client communications.
2. Product & Business Acumen
- 8+ years of experience in product management, investment analytics, data product ownership, or platform leadership.
- Proven ability to own product strategy and drive complex, cross‑functional execution.
- Strong financial, analytical, and decision‑making skills; able to articulate ROI and business impact.
3. Technical & Data Acumen
- Ability to partner effectively with engineers/analysts on:
- Data models and schemas
- Quality controls and automation
- Integration patterns and data distribution
- Working knowledge of data concepts sufficient to guide design and validate outcomes.
- Coach and support data analysts aligned to your function
4. Leadership & Influence
- Executive‑level communication skills with the ability to simplify complex technical and investment concepts.
- Strong influencing skills; capable of driving alignment without direct authority.
- Proven track record leading through ambiguity and organizational change.
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.
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
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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.
