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Vanguard

Head of Portfolio Analytics Product Management

Reposted 12 Days Ago
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In-Office
Charlotte, NC, USA
Senior level
In-Office
Charlotte, NC, USA
Senior level
Lead digital product management for portfolio analytics, guiding teams on execution, strategy, and user experience improvements. Drive cross-functional collaboration and oversee product development.
The summary above was generated by AI

Vanguard is looking for an experienced digital product management leader to guide a team dedicated to portfolio analytics and product insights within our Financial Advisor Services division. This role drives one of our top strategic priorities: being the most trusted source of investment and portfolio construction solutions that make the complex simple. In this role you will shape product strategy, lead execution, and deliver meaningful value to advisors and portfolio construction specialists. Recent team achievements include portfolio stress testing, automated portfolio analysis and insights, and enhanced web experiences generating increased tool task completion. If you thrive on building data-driven products, inspiring high-performing teams, and driving outcomes, please consider applying for this role.

Core Responsibilities

  • Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

  • Oversees digital product management activities for multiple digital products, or one strategic product, with cross-divisional impact.

  • Influences and collaborates with cross-functional teams to create best practices that drive significant change to the client experience.

  • Provides guidance and coaches digital product teams towards best practices and learnings. Oversees digital product teams' support of the messaging, communication, and customer outreach as necessary.

  • Facilitates strong business support through working with team members to promote a consistent approach to decisions/impacts and client propositions. Drives connection across all appropriate internal and external stakeholders.

  • Leads the planning, development and implementation of new products with cross-divisional impact. Defines and analyzes markets, developing detailed product features and requirements, and developing implementation plans.

  • Influences and employs a variety of qualitative and quantitative analysis techniques to continually improve the user experience.

  • Participates in and influences ongoing business planning and departmental prioritization activities.

  • Participates in and influences ongoing business planning and departmental prioritization activities.

  • Participates in special projects and performs other duties as assigned.


Qualifications

  • Minimum of eight  years related work experience, with at least three years innovation strategy and execution experience. Supervisory experience preferred.

  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

  • Experience with portfolio analysis products.

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

Digital Product Management
Portfolio Analysis

Vanguard Charlotte, North Carolina, USA Office

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

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