The Opportunity
One of our aspirations in Vanguard’s Personal Wealth division is to be the most trusted advice and wealth provider in the industry by 2030. To do so, we must continue to earn clients’ trust in helping them save, invest, and make decisions across a broader range of financial goals and needs. This leader will play a central role in unlocking the full power of Vanguard’s expertise for this purpose.
The Role: Head of Program Office, Advice Enablement & Thought Leadership
The Head of our Advice Enablement and Thought Leadership Program Office will lead the cross-functional engine that develops strategy and turns strategy into execution. You will architect a strategic thought leadership roadmap and translate that roadmap into a steady stream of relevant, client-centered perspectives across disciplines ranging from savings and investments to retirement, tax, insurance, and estate planning. You will enable financial advisors, relationship managers, and other client-facing crew to serve clients with excellence across a broad range of financial disciplines and solutions we offer. Your team will also partner with Vanguard’s AI program team to ensure our advice and wealth methodology knowledge base enables AI-powered digital advice and guidance.
You will deliver on this agenda by collaborating across functions and building trusted partnerships with marketing, communications, advice & wealth solutions, investment strategy & product, practice management, business leaders, and legal, risk & compliance. You will shape and refine our operating model, establish governance and editorial processes and controls, and create the conditions for teams to thrive in pursuit of shared goals across our partner ecosystem.
If you’re looking for a role where your strategic and systems thinking, organizational skills, relationship management, and ability to lead and work across functions directly influence how we improve financial outcomes, this is a great opportunity.
In this role, you will improve how millions of individuals and their families experience Vanguard’s expertise and guidance in the moments that matter most to them financially. It will be a hard, fun, purpose-driven, and incredibly rewarding journey.
Key Responsibilities
Strategic Leadership: Define and lead thought leadership and enablement strategies that improve client outcomes and experiences.
Systems Builder: Build, refine, and execute a content development ecosystem that positions Vanguard as a leading advice and wealth provider.
Strategic Planning: Develop thought leadership and business enablement roadmaps. Orchestrate across partners to execute on those roadmaps with clarity and quality. Establish planning rhythms (annual, quarterly, monthly) and editorial review processes to ensure strategic alignment and editorial quality.
Cross-Functional Collaboration: Partner with thought leaders, marketing, communications, business units, and control functions in a collaborative, thoughtful way that builds trust and clarity, and creates the conditions for teams to do their best work.
Go-to-Market Execution: Ensure new and enhanced financial planning and investment solutions are seamlessly integrated into crew readiness and thought leadership plans for go-to-market execution and post-implementation support.
Team Leadership & Mentorship: Provide guidance, coaching, and performance management for direct reports. Develop talent. Foster a culture of excellence, collaboration, continuous learning, and trust. Set high bar for clarity, client-centricity, curiosity, quality, and simplicity in what we do and how we operate.
Performance Measurement: Define and measure success for advice enablement and thought leadership programs.
Executive Communication: Deliver high-impact materials and presentations that articulate strategy, execution, performance, and value to senior stakeholders.
Qualifications
Minimum of eight years of related work experience, three years of strategic program management experience.
Undergraduate degree in Marketing, Communications, or equivalent field that fosters advanced communication skills. Graduate degree preferred.
Program and project management experience is required. Track record of increasingly broad and complex program management is a plus.
Broad knowledge of the financial advice and wealth industry is a plus, but a deep curiosity in the industry is sufficient.
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.
Top Skills
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.
