Head of Product, Portfolio Management, Advice and Wealth Management
Core
Lead the vision, strategy, and roadmap for Vanguard's portfolio management ecosystem, spanning portfolio construction, trading, custody integration, investment servicing, and managed accounts.
Role type
Senior Product Leader (Portfolio Management & Wealth Management)
Builds
Scalable, innovative capabilities for portfolio management products, trading platforms, and managed accounts.
Domain
Wealth Management, Investment Services, Financial Technology
Deliverable
production ML models | product features
Required skills
Portfolio management strategy, Trading lifecycle management, Custody operations, Vendor integration, Cross-functional leadership, Regulatory compliance, Platform modernization, Managed accounts expertise, Executive stakeholder influence, Investment servicing workflows
Preferred skills
None explicitly stated
Technologies
None explicitly stated
Responsibilities
Define and execute strategic vision and roadmap for portfolio management products; Prioritize investments to balance growth, risk, and efficiency; Partner with trading and operations teams to optimize execution and settlement processes; Evaluate and integrate strategic vendor solutions; Ensure regulatory and fiduciary requirements are embedded in products; Lead and develop product managers and leaders across multiple domains.
Seniority
Senior, hands-on IC with leadership responsibilities