Senior Director, Data Management - Financial Advisor Services
Vanguard’s Financial Advisor Services (FAS) business is seeking a Senior Director to establish the data foundation that will power FAS today and in the future. This role will operationalize FAS’s domain-driven, enterprise-aligned data strategy, ensuring trusted, governed, and AI-ready data products that empower advisors, enhance crew experiences, and strengthen Vanguard’s brand. The leader will drive data-as-a-product principles, establish governance from the start, and enable real-time insights for analytics and operational systems.
Leadership & Strategy
Define and execute a domain-driven data management strategy aligned with FAS’s 2030 vision.
Align FAS data domains (Advisor/Client, Financial, Engagement, Digital, Operations) with enterprise taxonomy and standards.
Champion data-as-a-product principles: clear ownership, accountability for quality, accessibility, and business value.
Build and lead a team covering governance, stewardship, data quality, metadata, master data management, risk, and integration.
Develop a roadmap supporting real-time, analytics- and AI-ready data capabilities supporting hyper-personalization, agentic CRM, and territory dashboards.
Data Governance & Controls
Implement governance from the start: policies, standards, and oversight across analytics and operational data.
Establish data contracts, security lifecycle management, and metadata lineage for critical data elements.
Drive consistent governance for third-party data packs and internal sources, ensuring compliance and trust.
Third-Party Data Integration
Lead onboarding and harmonization of multiple external data packs (assets and cash flow, advisor attributes, CRM enrichment, portfolio data).
Apply source-aligned ownership and enforce vendor governance: licensing, permitted use, freshness SLAs.
Standardize ingestion, schema alignment, deduplication, and survivorship rules across domains.
Data Architecture & Operations
Vanguard Internal Use Only• Partner with FAS Technology to implement modern patterns (lakehouse, master data management, catalog, data quality services).
Ensure metadata management, lineage visibility, and automated data quality remediation workflows.
Deliver real-time data flows for operational and analytical use cases.
Data Products & Enablement
Translate business needs into curated, governed data products (e.g., Sales Compensation, Models, Client Profile).
Publish data products in a catalog with clear contracts, glossary, and permitted use.
Enable self-service analytics responsibly with embedded governance guardrails.
Stakeholder Management
Drive adoption of FAS data strategy through education and change management.
Partner with Sales, Marketing, Product, Risk, and Enterprise Data Office to align priorities.
Qualifications:
Required:
10+ years in data management leadership; 5+ years in financial services.
Expertise in domain-driven design, data governance frameworks, and data-as-a-product operating models.
Experience integrating multiple third-party data sources and managing vendor governance.
Strong knowledge of metadata, lineage, data quality, and cataloging.
Familiarity with real-time data architectures and AI/analytics enablement.
Bachelor’s degree in Information Systems, Data/Analytics, Engineering or related field.
Preferred:
Experience with advisor/intermediary distribution data and taxonomies.
Advanced degree or certifications (CDMP, DAMA, cloud).
Exposure to hyper-personalization, agentic AI architectures, and operational analytics use cases.
Special Factors
Sponsorship
Vanguard is 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
- 10+ years in data management leadership
- 5+ years in financial services
- Expertise in domain-driven design
- Data governance frameworks experience
- Experience integrating multiple third-party data sources
- Strong knowledge of metadata, lineage, and data quality
- Familiarity with real-time data architectures and AI/analytics
- Bachelor's degree in related field
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.
