Vanguard Logo

Vanguard

Head of Data Transformation & Portfolio Operations

Posted 3 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
Senior level
In-Office
Charlotte, NC, USA
Senior level
Lead enterprise portfolio operations and data transformation strategy, establish governance and KPIs, drive portfolio planning and delivery health, optimize cross-functional processes, support executive planning and communications, and improve organizational effectiveness and change adoption.
The summary above was generated by AI

Core Responsibilities


Portfolio Operations & Governance

  • Lead the end‑to‑end enterprise portfolio operations function, ensuring visibility, prioritization, and alignment across programs, data initiatives, and transformation efforts.
  • Establish and maintain portfolio governance frameworks, scorecards, and KPIs to support strategic decision‑making.
  • Drive cadence for portfolio planning, quarterly business reviews, dependency management, and delivery health.
  • Identify and escalate delivery risks, resource gaps, and critical interdependencies across teams.

Data Transformation Leadership

  • Champion enterprise data transformation strategy and connect data initiatives to business value.
  • Partner with Data, Technology, and Business leaders to ensure data programs are prioritized, sequenced, and executed effectively.
  • Support alignment of architecture, analytics, engineering, and governance initiatives within the broader transformation portfolio.
  • Drive communication and change adoption for data transformation across the organization.

Operational Excellence & Process Efficiency

  • Analyze and optimize cross‑functional processes, workflows, and operating models for speed, quality, and scalability.
  • Lead process reengineering efforts to reduce operational friction and increase efficiency.
  • Develop standardized playbooks, operating rhythms, and frameworks to drive consistency across teams.
  • Implement metrics, automation opportunities, and insights to continuously improve operational performance.

Chief of Staff & Executive Support

  • Serve as a trusted advisor to senior leadership, ensuring organizational focus, alignment, and execution discipline.
  • Lead strategic planning cycles, including annual planning, KPI development, and leadership offsites.
  • Prepare executive‑level materials including board updates, strategy reviews, and leadership communications.
  • Coordinate cross‑functional alignment and ensure accountability across senior stakeholders.

Organizational Effectiveness

  • Assess organizational structure, roles, and capabilities; recommend improvements to enhance effectiveness and efficiency.
  • Drive initiatives that support culture-building, leadership alignment, workforce planning, and talent development.
  • Facilitate clear communication channels, decision-making structures, and cross-functional collaboration.

Leadership Attributes

  • Strategic thinker who can balance long-term vision with operational execution.
  • Highly collaborative with strong relationship-building skills.
  • Comfortable serving as a connector across business, data, and technology domains.
  • Proactive, resourceful, and able to bring clarity to ambiguous situations.
  • Passionate about operational excellence, continuous improvement, and driving measurable impact.

Qualifications

  • Minimum of eight years related work experience.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

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.

Vanguard Charlotte, North Carolina, USA Office

Two North Falls Plaza, Charlotte, NC, United States, 28217

Similar Jobs

5 Hours Ago
Hybrid
Mid level
Mid level
Digital Media • Information Technology • News + Entertainment
Sell local and regional TV and digital advertising to retail clients and agencies. Prospect new customers, develop tailored zone-based proposals, manage accounts, schedules, contracts, collections, and sales reporting to meet annual revenue goals. Collaborate with internal teams and maintain accurate customer records.
5 Hours Ago
Hybrid
Senior level
Senior level
Digital Media • Information Technology • News + Entertainment
Manage and coach an enterprise sales team selling Comcast Ethernet, Internet, Voice and TV to multi-site and national accounts. Drive hiring, training, forecasting, territory design, promotions, and performance management to meet revenue and quality goals while coordinating cross-functional efforts.
Top Skills: Comcast EthernetInternetNet Promoter SystemTvVoice
5 Hours Ago
Hybrid
34K-76K Annually
Junior
34K-76K Annually
Junior
Digital Media • Information Technology • News + Entertainment
Entry-level multifamily sales role responsible for negotiating long-term agreements with property decision-makers to deliver Xfinity services. Conduct in-person presentations, manage contracts and renewals, maintain CRM records, meet quotas, provide customer service, and work variable hours. Progression to higher AE levels expected with demonstrated proficiency and results.
Top Skills: Salesforce

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account