Join the team shaping the investment offerings for America’s largest DC asset manager. In this senior role, you will collaborate across investments, client teams, and functional partners to shape strategy for target-date and index products, bringing a specialized blend of client, business, and investment acumen to a high-impact, fast-evolving product lineup.
The Vanguard Workplace Solutions (VWS) mission is to bring investment success to millions of workers who participate in their employer-sponsored retirement plans. The Strategy, Client Offer, Product & Enablement (SCOPE) subdivision aligns business strategy, investment products, retirement consulting, and enablement functions to help ensure the right products and services are getting to the plan sponsors, participants, and consultants that can benefit from them.
The Investment Product Strategy team supports these goals by owning the comprehensive investment product strategy: driving participant financial success by evolving the VWS investment product line-up and accelerating growth of investment products in partnership with distribution teams.
This open position is one of three senior specialists on the VWS Investment Product Strategy team, each with end-to-end ownership of a defined product category. The team also includes our Product Insights sub-team for cross-category strategy and support. This open position would be a Category Owner with a focus on target-date and index products, inclusive of:
· Influence over VWS’s holistic target-date offer and positioning
· Ownership of our Glide Path Studies too
· Deep expert/accountability for our index-only target-date products
· Secondary focus on standalone index equity and fixed income products
Responsibilities:
- Acts as an investment expert within VWS. Provides investment support and guidance to relationship management and sales teams; is occasionally called upon to participate in meetings with consultants or plan sponsors when there is a need for an expert on the holistic VWS offer surrounding specific product category, including investments and recordkeeping/participant considerations.
Leads analysis of product investment issues confronting Vanguard's product line-up. Leverages cross-functional inclusive of investments, product, sales, relationship management, distribution enablement, marketing, legal, operations, technology, and risk. Prepares and presents strategic analysis and recommendations to senior management at various forums.
Develops and maintains key internal stakeholder relationships across the organization.
Monitors health of category, competitive positioning, and industry trends to proactively identify opportunities for growth and retention, including ideas for new products or structural changes to existing products.
Drives the creation of dynamic content and technical marketing used to position Vanguard investment products and to respond to investor queries. Contributes to new product launches, develops go-to market strategies, and supports execution as needed.
Facilitates internal training and communications including training on launches and changes to existing products. Ensures coordination and consistency of product-related marketing initiatives and external communications across divisions.
Participates in special projects and performs other duties as assigned.
Qualifications:
Eight years’ related work experience, including five years’ experience in product management and investment analysis/strategy.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
CFA preferred.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
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
- Eight years' related work experience including five years' experience in product management and investment analysis/strategy
- Undergraduate degree or equivalent combination of training and experience; graduate degree preferred
- CFA preferred
- Regulatory license and/or registration (e.g. FINRA, state, SFC)
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.
