Skip to main content

Director, Fixed Income, Product Owner (Financial Advisor Services Division)

Employer
Vanguard
Location
Malvern, Pennsylvania
Salary
Commensurate with Experience
Closing date
Dec 18, 2024
View more categoriesView less categories
Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Required

Job Details

The Financial Advisor Services (FAS) Division is seeking a Fixed Income Product Owner to lead the way for Fixed Income growth in FAS. They are responsible for driving the cross-functional distribution alignment with multiple business partners (e.g., Marketing, Portfolio Review Department (PRD), Chief Data & Analytics Office (CDAO) to achieve FI aspirations. This includes aligning efforts with the sales channels and marketing to accelerate growth and building the infrastructure to support distribution.

Scope of responsibilities:
  • Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Set the Fixed Income long term ambitions and the connection to FAS and Vanguard priorities, directing the multi-year strategic planning for Fixed Income in FAS. Partners with PRD to influence and provide feedback on product development priorities for the enterprise.
  • Owns divisional measurement of short- and long-term commercial success; is responsible for ensuring FAS Leadership Team has appropriate awareness and context around the realized rate of commercial success; and formulates recommendations to FAS Leadership Team, as needed, to adjust course, reprioritize, etc.
  • Leads and develops Fixed Income sales strategies across the broker-dealer, registered investment advisor, and bank/asset management/insurance channels to meet business and marketing goals. Consults with FAS leaders to develop strategic direction, and leverages investment research, product, client success, and operations teams to win sales opportunities.
  • Ensures alignment and synchronization of major go-to-market efforts spanning advertising, client events, conferences, PR, internal & external-use content, product launches/changes, SME calls, ad hoc training sessions, etc.
  • Synthesizes unique needs and priorities of sale channels/sub-channels to engage as "one FAS voice" with key internal partners: Marketing, Product (PRD), Fixed Income Group (FIG), etc.
  • Serves as an internal and external subject matter expert on the investment and client industries, market conditions, competitors, and compliance, regulatory, and departmental policies and procedures. Contributes to the development of Vanguard's external publications.
  • Coordinates any other-than-BAU requests for divisional funding needed to achieve near-/longer-term success. Scales optimal utilization of fixed income specialists across FAS, PRD, and FIG.


Qualifications
  • Minimum of ten years related work experience. Prior experience in strategy consulting and financial analysis preferred. Prior supervisory experience preferred.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree or PhD preferred.
  • CFA preferred.


Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.

Our commitment to you
Vanguard takes the same long-term view of your success-at work and in life-with Benefits and Rewards packages that reflect what you care about, throughout all the phases and stages of your life.

Our Total Rewards programs provide you and your loved ones with wellness support for key areas in your life:

Financial wellness
We're committed to enabling your financial success and provide competitive offers and programs.

Physical wellness
We're committed to providing benefits that support your physical health and wellness.

Personal wellness
We're committed to providing resources that help support the full scope of your life.

Learn more about our complete benefits and rewards package

Our commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please informcareers@vanguard.comif you need assistance completing this application or to otherwise participate in the application process.

Let's get started

Our commitment to equal employment opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please informcareers@vanguard.comif you need assistance completing this application or to otherwise participate in the application process.

A culture of care and respect

Financial wellness

From competitive compensation packages to industry-leading retirement savings plans and everything in-between, your long-term financial success is literally our business. You can feel confident that we're focused on your financial wellbeing.

Physical wellness

We understand that being at your best means prioritizing your physical wellness. Vanguard offers best-in-class medical coverage and on-site clinics and fitness centers, plus savings plans for medical expenses now and in retirement.

Personal wellness

Access to leading mental health resources and providers and generous paid time off will give you the space and resources you need to build the life you want.

Learning and development

We offer educational and training opportunities and leadership support. We also have educational assistance plans and encourage professional designations, mentoring, and formal coaching and training.

Recognition

We're all about recognizing our coworkers for a job well done. We love confirming value and showing gratitude. Plus, recognition is contagious-it improves team dynamics and increases engagement.

Diversity, equity, and inclusion

Having a diverse community is part of how we deliver on our mission to take a stand for all investors. Our diverse teams and inclusive environments enable our crew to perform at their best.

Community

Our community stewardship is active and powered by the spirit of our crew members. We make it easy to volunteer and support our local communities.

Mission driven; client focused

What we do matters. The financial security of our investors isn't something we take lightly. We come to work each day to take a stand for all investors, focus on their long-term outcomes, and do the right thing.

Company

Learn more about this company

Visit this company’s hub to learn about their values, culture, and latest jobs.

Visit employer hub

Learn more about this company

Visit this company’s hub to learn about their values, culture, and latest jobs.

Visit employer hub

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert