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HNW Business Program Manager

Yesterday Scottsdale, AZ

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

Hear directly from employees about what it is like to work at Vanguard.