Head of Advisor Capabilities, Product Management, AWM jobs in United States
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Vanguard · 3 hours ago

Head of Advisor Capabilities, Product Management, AWM

positionMalvern, PA
timeFull-time
remoteOnsite
seniorityDirector/Executive

Vanguard is a company dedicated to the long-term financial wellbeing of its clients. They are seeking a Head of Advisor Capabilities to shape the future front-office experience by overseeing a product management organization responsible for enhancing the advisor and crew experience through modern technology and client-centric design.

FinanceFinancial Services
badNo H1Bnote

Responsibilities

Define the vision and roadmap for a unified front‑office experience across internal systems and vendor platforms
Build scalable capabilities leveraging agentic AI, supergraph architecture, eventing, householding logic, and advanced reporting
Drive adoption and measurable improvements in advisor productivity, data quality, digital engagement, and time to advice
Lead and develop a high‑performing product organization grounded in experimentation, excellence, and strong risk partnership
Influence and collaborate across AWM, including Advice, Wealth Management, Digital & Analytics, Technology, and Controls & Enablement

Qualification

Platform product managementCloud platforms (AWS)Data architectureApplied AI/MLAdvisory workflowsCRM modernizationVendor ecosystem managementCustomer-back mindsetLeadershipCollaboration

Required

Proven success transforming advisory front‑office experiences with advisors, relationship managers, and service teams
Deep expertise in platform product management, including enterprise‑grade integrations (async, point‑to‑point, ETL, ESB) and vendor ecosystem management
Technical fluency across cloud platforms (AWS), data architecture, eventing, supergraph/graph patterns, and applied AI/ML (RAG, agentic workflows)
A customer‑back mindset with the ability to deliver iterative value within a large enterprise
Track record leading multi‑team product organizations and navigating business, technology, legal, risk, and compliance stakeholders
Familiarity with advisory workflows, planning, householding, and CRM‑driven supervisory and documentation requirements

Company

Vanguard

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Glassdoor3.7
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Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
dateFounded in 1975
location
Kelayres, Pennsylvania, USA
people-size10001+ employees
web-link
http://investor.vanguard.com/corporate-portal

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
ic@3401
2017-03-31Non Equity Assistance

Leadership Team

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Salim Ramji
Chief Executive Officer
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Andrew Maack
Principal, Head of US Equity Index Portfolio Management
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Recent News

IndiaTimes
MSTR stock jumps as Vanguard makes first $505 million investment in Strategy
2026-01-20
PR Newswire
Vanguard Appoints Natalie Lamarque as Chief Legal Officer
2025-09-05
citybiz
Vanguard Managing Director Karin Risi to Retire
2025-03-15
Company data provided by crunchbase