Vanguard

Head of Digital Product, Portfolio Management, Advice and Wealth Management

United States · Work style not stated · Full time

Apply on the employer’s site ↗See how well you match this job

You apply directly with the employer. ROLIVA does not submit applications from this page and is not the employer.

About the role

Description from the employer’s posting. Check the employer’s page for the current version.

EmployerVanguard
LocationUnited States
Work styleWork style not stated
Employment typeFull time
Employer posted12 Aug 2026

The Head of Product, Portfolio Management leads the vision, strategy, and roadmap for Vanguard's portfolio management ecosystem, spanning portfolio construction, trading, custody integration, investment servicing, and managed accounts. This leader drives product investment priorities and delivers scalable, innovative capabilities that enhance advisor and client outcomes while supporting the evolving needs of Vanguard's wealth and investment businesses.

What you will do:

Product Strategy & Portfolio Leadership

Define and execute the strategic vision, roadmap, and investment priorities for Portfolio Management products.

Prioritize investments across product portfolios to balance growth, risk management, operational efficiency, and client experience.

Establish product roadmaps, KPIs, and success metrics aligned with business and enterprise objectives.

Show full description

Lead cross-functional teams responsible for the design, delivery, and continuous improvement of investment platform capabilities.

Trading, Custody & Operations Enablement

Partner with trading, operations, and technology teams to optimize trade generation, execution, allocation, reconciliation, and settlement processes.

Drive initiatives that improve trading capacity, reduce operational risk, and enable efficient portfolio management at scale.

Identify value-chain constraints and develop strategic solutions that increase automation, resilience, and throughput.

Ensure platforms support client growth, managed account expansion, and evolving investment offerings.

Industry Expertise & Vendor Integration

Provide industry leadership across wealth management, portfolio management, trading, custody, and investment servicing domains.

Evaluate, select, and integrate strategic vendor solutions to accelerate business outcomes and platform modernization.

Partner with internal and external stakeholders to deliver seamless integration of best-in-class capabilities.

Monitor industry trends, competitive offerings, and emerging technologies to inform product strategy and investment decisions.

Governance & Leadership

Ensure regulatory, fiduciary, and supervisory requirements are embedded within products and processes.

Partner with compliance, risk, audit, and technology organizations to maintain strong governance and control practices.

Lead and develop product managers and product leaders across multiple domains.

Influence senior leadership decisions regarding platform strategy, technology investments, vendor partnerships, and transformation initiatives.

What it will take:

Deep expertise in wealth management, portfolio management, trading, custody, brokerage operations, or investment servicing.

Experience leading product organizations responsible for large-scale portfolio management or trading platforms.

Strong understanding of trade lifecycle management, settlement, reconciliation, custody operations, and money movement.

Proven success delivering platform modernization, vendor integrations, and enterprise transformation initiatives.

Knowledge of advisory platforms, managed accounts, portfolio construction methodologies, and investment management workflows.

Demonstrated ability to influence executive stakeholders and lead cross-functional organizations.

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.

See how well you match this job Apply on the employer’s site ↗

Check your resume against this job Free, no sign-up. Nothing you paste is stored.

Staying safe while you apply

Never pay to apply, interview or accept an offer. ROLIVA never asks you for payment to apply to a job.
Apply only through the official “Apply on the employer’s site” button, on the employer’s own site, and check that a recruiter’s email uses that employer’s own domain rather than a free email address.
Be cautious of an offer made with no real interview, or pressure to decide quickly or share financial details early.

Does something look wrong with this listing? Use “Report broken link” in the role details, or read ROLIVA’s full job-safety guidance ↗.

Preparing for this role with ROLIVA

Check the fit.
Compare the requirements with the experience you have confirmed, including gaps.
Prepare honestly.
Build interview stories and application drafts from your own evidence.
Keep track.
Save the role and record your own application status and follow-ups.

Create a free workspace or log in.