HNW Business Program Manager
Yesterday• Scottsdale, AZ
Charlotte, NCDallas, TXMalvern, PA
Key Responsibilities:
Program & Initiative Management
- Lead end-to-end delivery of strategic initiatives sponsored by the Dallas Executive Team and HNW leadership, from definition through execution and close-out.
- Translate strategic priorities into clearly scoped programs with defined objectives, milestones, dependencies, and success metrics.
- Develop and maintain integrated program plans, timelines, risk logs, and status reporting.
- Proactively identify risks, issues, and interdependencies; drive mitigation plans and escalate as appropriate.
Executive Enablement & Governance
- Establish and manage governance structures for executive-sponsored initiatives, including steering forums, operating reviews, and decision checkpoints.
- Prepare high-quality executive materials (status updates, decision memos, dashboards) that enable timely and informed decision-making.
- Track commitments, decisions, and follow-through across executive and leadership forums.
Cross-Functional Coordination
- Serve as the central point of coordination across business, functional, and regional partners to ensure alignment and momentum.
- Drive clarity of roles, ownership, and accountability across workstreams.
- Facilitate collaboration across Advice, HNW, Technology, Operations, HR, Finance, and other stakeholders.
HNW Program Support
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- Partner with HNW leadership to execute initiatives tied to growth, client experience, advisor enablement, talent outcomes, and operational effectiveness.
- Support integration of HNW initiatives with Dallas site priorities and broader enterprise programs.
- Enable change adoption through structured planning, communication, and execution discipline.
Operating Rhythm & Continuous Improvement - Own the operating cadence for Dallas Executive Team and HNW related programs, ensuring consistent planning, reporting, and follow up.-related programs, ensuring consistent planning, reporting, and follow-up.
- Identify opportunities to simplify processes, improve execution efficiency, and strengthen program management practices.
- Apply lessons learned and best practices to continuously improve delivery effectiveness.
Qualifications:
- Minimum of three years related work experience. Two years of managing a project preferred. Financial Services or function-specific experience preferred.
- Undergraduate degree or equivalent combination of training and experience.
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.
Client-provided location(s): Scottsdale, AZ, Charlotte, NC, Dallas, TX, Malvern, PA
Job ID: Vanguard-173063
Employment Type: FULL_TIME
Posted: 2026-02-21T19:54:59
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
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