One of our aspirations in Vanguard’s Personal Wealth division is to be the most trusted advice and wealth provider in the industry by 2030. To do so, we must continue to earn clients’ trust in helping them save, invest, and make decisions across a broader range of financial goals and needs. This leader will play a central role in unlocking the full power of Vanguard’s expertise for this purpose. The Role: Head of Program Office, Advice Enablement & Thought Leadership The Head of our Advice Enablement and Thought Leadership Program Office will lead the cross-functional engine that develops strategy and turns strategy into execution. You will architect a strategic thought leadership roadmap and translate that roadmap into a steady stream of relevant, client-centered perspectives across disciplines ranging from savings and investments to retirement, tax, insurance, and estate planning. You will enable financial advisors, relationship managers, and other client-facing crew to serve clients with excellence across a broad range of financial disciplines and solutions we offer. Your team will also partner with Vanguard’s AI program team to ensure our advice and wealth methodology knowledge base enables AI-powered digital advice and guidance. You will deliver on this agenda by collaborating across functions and building trusted partnerships with marketing, communications, advice & wealth solutions, investment strategy & product, practice management, business leaders, and legal, risk & compliance. You will shape and refine our operating model, establish governance and editorial processes and controls, and create the conditions for teams to thrive in pursuit of shared goals across our partner ecosystem. If you’re looking for a role where your strategic and systems thinking, organizational skills, relationship management, and ability to lead and work across functions directly influence how we improve financial outcomes, this is a great opportunity. In this role, you will improve how millions of individuals and their families experience Vanguard’s expertise and guidance in the moments that matter most to them financially. It will be a hard, fun, purpose-driven, and incredibly rewarding journey.
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Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees