Core Responsibilities
1. Investment Data Product Ownership & Strategy
- Own the Investment Data Stewardship product vision, strategy, and multi‑year roadmap across fund, benchmark, performance, and metadata domains.
- Define data product standards for accuracy, timeliness, lineage, and usability across WPS platforms (e.g., participant tools, advisor experiences, reporting).
- Drive prioritization decisions balancing business value, risk mitigation, regulatory needs, and technical feasibility.
2. Investment Domain Leadership
- Act as a subject matter authority on investment data, including:
- Mutual funds, collective trusts, and separate accounts
- Benchmarks, peer groups, and index relationships
- Returns, asset allocation, attribution, and risk measures
- Ensure investment data interpretations are consistent, auditable, and suitable for participant and advisor consumption.
- Establish guardrails for fiduciary‑grade data usage across digital channels.
3. Data Stewardship & Governance Leadership
- Own investment data stewardship operating models, including:
- Data ownership and accountability
- Quality standards and controls
- Metadata, business definitions, and lineage
- Partner with the various business lines to align to data governance frameworks while representing the unique needs of investment data.
- Ensure stewardship practices support regulatory, compliance, and internal risk expectations.
4. Technology & Data Platform Enablement
- Partner with engineering and architecture teams to:
- Modernize investment data pipelines and stores
- Enable cloud‑based data platforms
- Support scalable ingestion of custodian and market data feeds
- Translate investment and business needs into well‑defined product requirements, epics, and success metrics.
- Champion automation of data quality checks, reconciliations, and monitoring.
5. Cross‑Functional Leadership & Influence
- Serve as a single accountable product owner across Investment Solutions, GIFS, Technology, Data Governance, and External Data Providers.
- Lead complex initiatives that require alignment across multiple senior stakeholder groups without formal authority.
- Communicate clearly with executive audiences on progress, risks, and trade‑offs.
6. Business Value & Outcomes
- Demonstrate measurable impact through:
- Reduced investment data defects and rework
- Faster onboarding of new funds and products
- Improved participant and advisor data experiences
- Increased confidence in externally distributed data (e.g., Morningstar)
- Track and report product KPIs tied to quality, adoption, efficiency, and business outcomes.
Qualifications
1. Investment & Financial Domain
- Deep understanding of investment products and investment data (fund structures, benchmarks, performance calculations, asset allocation).
- Experience working with custodians, asset managers, or investment data aggregators.
- Strong grasp of how investment data is consumed across digital tools, reporting, and client communications.
2. Product & Business Acumen
- 8+ years of experience in product management, investment analytics, data product ownership, or platform leadership.
- Proven ability to own product strategy and drive complex, cross‑functional execution.
- Strong financial, analytical, and decision‑making skills; able to articulate ROI and business impact.
3. Technical & Data Acumen
- Ability to partner effectively with engineers/analysts on:
- Data models and schemas
- Quality controls and automation
- Integration patterns and data distribution
- Working knowledge of data concepts sufficient to guide design and validate outcomes.
- Coach and support data analysts aligned to your function
4. Leadership & Influence
- Executive‑level communication skills with the ability to simplify complex technical and investment concepts.
- Strong influencing skills; capable of driving alignment without direct authority.
- Proven track record leading through ambiguity and organizational change.
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
Vanguard Charlotte, North Carolina, USA Office
Two North Falls Plaza, Charlotte, NC, United States, 28217
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