Investment Management Product Manager, Senior Specialist job at The Vanguard Group in Scottsdale, AZ, Malvern, PA, Charlotte, NC
Title: Investment Management Product Manager, Senior Specialist
Location:
Malvern, PA
Scottsdale, AZ
Charlotte, NC
Full time
Job Description:
Core Responsibilities
1. Investment Data Product Ownership & Strategy
Own the Investment Data Stewardship product vision, strategy, and multi‑year roadmap across fund, benchmark, performance, and metadata domains.
Define data product standards for accuracy, timeliness, lineage, and usability across WPS platforms (e.g., participant tools, advisor experiences, reporting).
Drive prioritization decisions balancing business value, risk mitigation, regulatory needs, and technical feasibility.
2. Investment Domain Leadership
Act as a subject matter authority on investment data, including:
Mutual funds, collective trusts, and separate accounts
Benchmarks, peer groups, and index relationships
Returns, asset allocation, attribution, and risk measures
Ensure investment data interpretations are consistent, auditable, and suitable for participant and advisor consumption.
Establish guardrails for fiduciary‑grade data usage across digital channels.
3. Data Stewardship & Governance Leadership
Own investment data stewardship operating models, including:
Data ownership and accountability
Quality standards and controls
Metadata, business definitions, and lineage
Partner with the various business lines to align to data governance frameworks while representing the unique needs of investment data.
Ensure stewardship practices support regulatory, compliance, and internal risk expectations.
4. Technology & Data Platform Enablement
Partner with engineering and architecture teams to:
Modernize investment data pipelines and stores
Enable cloud‑based data platforms
Support scalable ingestion of custodian and market data feeds
Translate investment and business needs into well‑defined product requirements, epics, and success metrics.
Champion automation of data quality checks, reconciliations, and monitoring.
5. Cross‑Functional Leadership & Influence
Serve as a single accountable product owner across Investment Solutions, GIFS, Technology, Data Governance, and External Data Providers.
Lead complex initiatives that require alignment across multiple senior stakeholder groups without formal authority.
Communicate clearly with executive audiences on progress, risks, and trade‑offs.
6. Business Value & Outcomes
Demonstrate measurable impact through:
Reduced investment data defects and rework
Faster onboarding of new funds and products
Improved participant and advisor data experiences
Increased confidence in externally distributed data (e.g., Morningstar)
Track and report product KPIs tied to quality, adoption, efficiency, and business outcomes.
Qualifications
1. Investment & Financial Domain
Deep understanding of investment products and investment data (fund structures, benchmarks, performance calculations, asset allocation).
Experience working with custodians, asset managers, or investment data aggregators.
Strong grasp of how investment data is consumed across digital tools, reporting, and client communications.
2. Product & Business Acumen
8+ years of experience in product management, investment analytics, data product ownership, or platform leadership.
Proven ability to own product strategy and drive complex, cross‑functional execution.
Strong financial, analytical, and decision‑making skills; able to articulate ROI and business impact.
3. Technical & Data Acumen
Ability to partner effectively with engineers/analysts on:
Data models and schemas
Quality controls and automation
Integration patterns and data distribution
Working knowledge of data concepts sufficient to guide design and validate outcomes.
Coach and support data analysts aligned to your function
4. Leadership & Influence
Executive‑level communication skills with the ability to simplify complex technical and investment concepts.
Strong influencing skills; capable of driving alignment without direct authority.
Proven track record leading through ambiguity and organizational change.
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.
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