Head of Defined Contribution Investment Only (DCIO)
Core
Set strategy and lead the Defined Contribution Investment Only (DCIO) business, managing $3T in assets and serving plan sponsors across large, mid-sized, and core markets.
Role type
Strategy-level Head of Defined Contribution Investment Only
Builds
Integrated investment outcomes for defined contribution clients via mutual funds, collective investment trusts, target-date strategies, and model portfolios
Domain
Financial Services / Defined Contribution / Retirement
Required skills
Defined contribution asset management, capital markets, portfolio construction, manager selection, business strategy, executive stakeholder management, risk management, regulatory compliance (ERISA)
Preferred skills
Graduate degree, CFA designation
Technologies
Mutual funds, collective investment trusts, target-date strategies, model portfolios
Responsibilities
Set and execute short- and long-term strategy for the DCIO business; Grow, lead, and develop a high-performing team; Own relationship strategy and service model for complex defined contribution relationships; Build trusted partnerships with plan sponsors and investment committees; Lead investment-focused business reviews and strategic conversations; Expand use of defined contribution investment capabilities; Identify and mitigate relationship, service, and retention risks; Partner across investments, sales, product, and operations to deliver coordinated outcomes; Translate client and market insights into business priorities and product opportunities; Contribute to annual business planning and financial management; Represent Vanguard externally with senior clients and industry partners.
Seniority
Executive, Strategy & Mentorship