Vanguard Logo

Vanguard

Head of Product, Personalized Indexing

Posted One Month Ago
Be an Early Applicant
In-Office
Oakland, CA, USA
Expert/Leader
In-Office
Oakland, CA, USA
Expert/Leader
Leads strategy, roadmap, operating model, budget, and organization for Vanguard Personalized Indexing. Oversees advisor and investor digital products, personalization capabilities, analytics, platforms, APIs, data governance, risk controls, and enterprise transformations. Builds leadership teams, drives adoption and measurable outcomes, and partners across technology, investments, operations, data, and client experience in a regulated wealth management environment.
The summary above was generated by AI

Head of Product, Personalized Indexing

Vanguard Personalized Indexing (VPI) combines portfolio optimization, tax-aware investing, and customization to help advisors deliver personalized investor outcomes. Capabilities such as tax-loss harvesting, investment screens, and personalized portfolio construction enable advisors to tailor portfolios to each investor’s goals, tax situation, values, and preferences while maintaining broad market exposure.

As Vanguard expands this strategic growth business, we seek a visionary leader to define and execute VPI’s product strategy. The Head of Product will integrate product innovation, digital and investment platforms, and data capabilities to deliver scalable advisor and client experiences and advance enterprise advice initiatives. Success requires strong partnerships across Platform Operations, Technology, Data & Analytics, and Investments.

The ideal candidate is an enterprise-minded product executive who combines strategic vision, commercial judgment, and hands-on leadership. They have a record of scaling growth businesses, developing high-performing teams, and aligning diverse stakeholders around measurable client and business outcomes.

Duties and Responsibilities

  • Leads VPI’s product strategy, operating model, organization, budget, and roadmap, applying commercial judgment to capital allocation, investment priorities, business cases, and strategic trade-offs across markets, products, channels, capabilities, and technologies.
  • Leads advisor and investor digital products from vision through adoption, using customer insights, analytics, experimentation, and metrics to guide priorities, investment decisions, and performance.
  • Partners across Technology, Data & Analytics, Investments, and Client Experience to build scalable platforms, APIs, data products, and personalization capabilities while ensuring strong data governance, quality, access, security, and stewardship.
  • Leads cross-functional product, technology, and operational change through implementation, applying agile, governance, change management, and communication practices amid shifting needs and tight deadlines.
  • Embeds risk, controls, compliance, audit, legal, and privacy requirements into delivery.
  • Builds and develops a high-performing leadership team, establishes accountability, and fosters an entrepreneurial, collaborative culture that adapts to evolving priorities in a fast-paced, high-growth environment.
  • Maintains expertise in wealth management, personalized investing, industry trends, and client needs while strengthening enterprise partnerships.

Required Qualifications

  • Bachelor’s degree in business, finance, technology, data science, engineering, or equivalent experience.
  • At least 15 years of progressive experience, including seven years leading digital product teams or major product portfolios and experience managing senior leaders and specialists across multiple functions.
  • Proven success defining and leading wealth management digital product strategy and delivery across complex platforms and client experiences.
  • Experience operating in a highly regulated financial services environment.
  • Deep expertise in product management, agile delivery, human-centered design, data governance and architecture, analytics, and modern platforms and APIs.
  • Proven enterprise leader who develops senior talent, influences executives, and drives complex transformations and measurable client, business, and operational outcomes across functions and locations.
  • Exceptional executive communication and influence, with the ability to translate complex concepts, align stakeholders, and negotiate effectively across business and technical audiences.

Preferred Qualifications

  • Strong knowledge of advisor workflows and wealth management distribution channels, including RIAs, broker-dealers, banks, and trust firms.
  • Hands-on experience building and scaling digital products and client experiences.
  • Experience using AI, automation, and advanced analytics to improve personalization and client outcomes.

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.

Similar Jobs

39 Seconds Ago
Easy Apply
In-Office
Easy Apply
128K-193K Annually
Junior
128K-193K Annually
Junior
Aerospace • Hardware • Robotics • Software • Manufacturing
Supervise up to 25 technicians and shift leads supporting integration subassemblies and complex production operations. Schedule work, enforce safety and quality standards, provide technical support, resolve root causes, manage performance and development, and communicate progress to leadership. Oversee equipment, tooling, and 6S compliance while coordinating with cross-functional partners. The role also supports team building, hiring, onboarding, mentorship, and process improvement for rocket manufacturing operations.
Top Skills: 6SHydrostatic TestingLnMS OfficePneumatic TestingPower BISmartsheet
A Minute Ago
Easy Apply
Hybrid
San Francisco, CA, USA
Easy Apply
169K-232K Annually
Senior level
169K-232K Annually
Senior level
Fintech • Payments • Financial Services
Build and maintain frontend user interfaces for Adyen’s Developer Observability product using Vue.js. Own development across architecture, requirements gathering, stakeholder collaboration, automated testing, deployment, monitoring, and iteration. Improve platform robustness and scalability, engage with backend code, validate concepts quickly, and deliver reliable features used by merchants and shoppers. Collaborate across teams and time zones while contributing to engineering best practices.
Top Skills: Automated TestingJavaScriptVue
7 Minutes Ago
Hybrid
53K-67K Annually
Junior
53K-67K Annually
Junior
Cloud • Fintech • Information Technology • Machine Learning • Software • App development • Generative AI
Develop demand for BlackLine’s software by qualifying inbound leads, conducting outbound prospecting, scheduling meetings, answering capability questions, managing CRM data, and meeting performance metrics. The role involves coordinating with marketing, engaging C-suite and Fortune 500 prospects, handling objections, and communicating the value of a finance automation platform. A six-week training program supports prospecting, cold calling, sales qualification, and product knowledge development.
Top Skills: ClearslideDiscoverorgHooplaInsideviewKapostLinkedin Sales NavigatorOutreachSalesforceZoominfo

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account