Responsibilities Lead, coach, and develop a team of approximately 15 client representatives, creating a culture of accountability, collaboration, and continuous improvement. Conduct performance discussions, deliver timely feedback, document outcomes, and support crew members career development and growth.
Senior Strategy Analyst, Goal Setting - Financial Advisor Services (FAS) At Vanguard, we are transforming our distribution ecosystem—and setting clear, fair, and strategically aligned goals to incentivize performance is a critical part of that journey. As the
Job Description: Vanguard, Wealth Management, Family Legacy Specialist The Family Legacy team at Vanguard collaborates with various business units to support Wealth Management clients possessing assets of $5 million or more. The teams primary objectives include facilitating
Core Responsibilities Hires, evaluates, and supervises a team of AI/ML engineers, agentic AI developers, and technical enablement staff. Works alongside the team to help build agentic AI and generative AI skills — creating opportunities for hands-on
Core Responsibilities Serve as a primary liaison between portfolio managers, traders, relationship managers, custodians, and internal partners to provide guidance across portfolio administration and data issues, determining appropriate escalation, resolution paths, and risk mitigation. Leads daily
Core Responsibilities Consult with internal and external partners to conduct learning and performance needs assessments and define clear performance outcomes. Apply an understanding of how people learn at work to make informed design decisions that account
Position Summary: The Dynamics 365 Technical Lead serves as the technical authority for Microsoft Dynamics 365 Sales and Customer Service solutions, driving the design, development, integration, and operational excellence of CRM capabilities across the enterprise. This role
In this role you will monitor global substantial shareholder disclosure obligations for Vanguard’s complexes and portfolios. You will will analyze position and trade data to identify ownership threshold triggers and ensure accurate, timely, and jurisdiction‑specific regulatory
Join a forward-thinking compliance team at the forefront of innovation in investment advisory services. As a Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM), you’ll play a pivotal role in shaping the future of our personalized investing
Job Summary Leads the strategic vision and roadmap for a technical product, demonstrating an understanding of the product(s) and associated business areas. Products often have divisional implications. This role will focus specifically on supporting Corporate Actions.
Summary Leads the strategic vision and roadmap for a technical product, demonstrating an understanding of the product(s) and associated business areas. Products often have divisional implications. This position will specifically focus on supporting Managed Security Reference
Core Responsibilities Leads technical product management activities for multiple technical products, or one strategic technical product within IBOR, ensuring alignment with portfolio accounting and investment operations workflows. Participates in the design and continuous improvement of IBOR-related
Overview: Personal Wealth is transforming how investors access personalized financial advice. Vanguards Personal Wealth division helps individuals and families achieve their financial goals through a broad spectrum of advice and wealth management solutions—ranging from digital advice
Overview: Personal Wealth is transforming how investors access personalized financial advice. Vanguards Personal Wealth division helps individuals and families achieve their financial goals through a broad spectrum of advice and wealth management solutions—ranging from digital advice
Duties and Responsibilities Develops, gathers, and analyzes metrics and performance data to evaluate the effectiveness of department operations. Proactively identifies trends and makes suggestions to improve team processes, procedures, and systems. Provides oversight support through monitoring
Responsibilities Design, prototype, and implement agentic systems for IT automation and resilience using LLMs and agent frameworks Develop multi-agent workflows and coordinate agent collaboration for complex tasks. Build and optimize retrieval-augmented generation pipelines for knowledge-driven agents.
Head of Marketing Operations & Measurement The Head of Marketing Operations & Measurement is a senior leadership role responsible for modernizing how Advisor Marketing operates, scales, and measures its impact across Financial Advisor Services (FAS). As a
This is an opportunity to lead a critical product planning and ecosystem-shaping function at Vanguard, a firm committed to taking a stand for all investors, treating them fairly, and giving them the best chance for investment
Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage enterprise-wide insights, deep expertise, and trusted advice so that
Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage enterprise-wide insights, deep expertise, and trusted advice so that