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Vanguard

Investment Management Product Manager, Senior Specialist

Reposted 15 Days Ago
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In-Office
Charlotte, NC, USA
Senior level
In-Office
Charlotte, NC, USA
Senior level
The Senior Specialist will manage investment data product strategy, oversee data stewardship, and collaborate on technology enablement and governance across cross-functional teams.
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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.

Vanguard Charlotte, North Carolina, USA Office

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

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