Head of Product/Head of Service
Join the founding team of Advice and Wealth Management Portfolio Solutions, where we develop, manage, and launch differentiated investment solutions tailored to the evolving needs of Advice and Wealth Management clients. This role blends strategic thinking, investment acumen, and execution excellence to shape the future of Advice and Wealth Management.
Key Responsibilities
1. Product/Service Strategy & Development
• Use market trends, client feedback, and data insights to identify opportunities and recommend product strategies for new and existing offers.
• Ensure product-market fit by aligning features, pricing, and positioning with Advice and Wealth Management client needs.
2. Cross-Functional Collaboration
• Maintain oversight over a portfolio of offers to align product/service strategy and delivery. This role "owns" Cash strategy and offer for Advice and Wealth Management - identifies the right features, rate strategy and offer expansion needs for Advice and Wealth Management clients and partners with the Personal Investor Cash team to ensure delivery end-to-end.
• Drive integration of Advice and Wealth Management-specific features into enterprise-wide offers and initiatives, ensuring differentiation and relevance for Advice and Wealth Management clients.
3. Roadmap & Prioritization
• Own the 3-year product roadmap for Advice and Wealth Management Solutions, balancing client needs, business goals, and enterprise priorities.
• Collaborate with Center for Data and Analytics to deliver flow-of-funds data and build an investment product dashboard for Advice and Wealth Management.
4. Program Management & Go-to-Market Execution
• Lead go-to-market planning, ensuring alignment across stakeholders and balancing innovation with feasibility.
• Build strong relationships across teams and foster transparent, proactive communication. Manage cross-functional workstreams and ensure timely execution.
6. Risk & Compliance Integration
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• Embed risk mitigation, compliance, audit, and legal requirements into product development and delivery.
• Maintain technical and business knowledge to support implementation and governance.
Qualifications
• Minimum 8 years of experience in product development, strategy, or investment-related project management.
• Proven ability to drive outcomes in a matrixed environment.
• Strong stakeholder engagement and relationship management skills.
• Bachelor's degree required; advanced degree preferred.
• Excellent communication, analytical, and problem-solving skills.
• CFP and/or CFA designation 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.
Perks and Benefits
Health and Wellness
- FSA
- HSA
- Health Reimbursement Account
- Fitness Subsidies
- On-Site Gym
- HSA With Employer Contribution
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Mental Health Benefits
- Virtual Fitness Classes
- Pet Insurance
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
Office Life and Perks
- Company Outings
- Commuter Benefits Program
- Casual Dress
- Happy Hours
- Snacks
- Some Meals Provided
- On-Site Cafeteria
Vacation and Time Off
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Volunteer Time Off
- Leave of Absence
Financial and Retirement
- Relocation Assistance
- Performance Bonus
- 401(K) With Company Matching
- 401(K)
- Financial Counseling
- Profit Sharing
Professional Development
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Tuition Reimbursement
- Internship Program
- Lunch and Learns
- Leadership Training Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
Hear directly from employees about what it is like to work at Vanguard.