Head of Product, Portfolio Management, Advice and Wealth Management
Core
Leads vision, strategy, and roadmap for Vanguard's portfolio management ecosystem including portfolio construction, trading, custody integration, and managed accounts.
Role type
Head of Product, Portfolio Management
Builds
Scalable investment platform capabilities for advisors and clients
Domain
Wealth Management / Portfolio Management / Trading & Custody
Deliverable
production ML models | product features | infrastructure
Required skills
Portfolio management strategy, Trading lifecycle management, Custody operations, Vendor integration, Enterprise transformation, Cross-functional leadership
Preferred skills
Managed accounts expertise, Advisory platforms knowledge, Investment servicing workflows
Technologies
N/A
Responsibilities
Define strategic vision and roadmap for portfolio management products, Prioritize investments balancing growth and risk, Partner with trading and operations to optimize execution and settlement, Lead product managers and leaders across domains, Ensure regulatory and fiduciary requirements are embedded in products
Seniority
Executive, Strategy & Mentorship