Vanguard · 20 hours ago
Investment Product Strategy Manager, Specialist - Rate Strategy
Charlotte, NC
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expVanguard is committed to the long-term financial wellbeing of its clients and is seeking an Investment Product Strategy Manager specializing in Rate Strategy. The role involves developing and executing rate strategies through quantitative and qualitative analysis, collaborating with cross-functional partners, and preparing insights for senior leadership.
FinanceFinancial Services
No H1B
Responsibilities
Supports rate strategy development and execution
Conducts deep quantitative and qualitative analysis on rate environments, competitive trends, product economics, and client behavior to inform recommendations on rate levels, tiering, and pricing levers
Synthesizes data into decision-ready insights for senior leaders
Collaborates with cross-functional partners
Works closely with senior leaders, product owners, Finance, Enterprise Risk, and market research partners to evaluate rate strategy impacts and align on recommendations
Helps ensure rate decisions adhere to Vanguard’s product philosophy, internal governance requirements, and risk frameworks
Performs analytical modeling and scenario evaluation
Builds and maintains analytical models—such as competitor comparisons, elasticity assessments, projection scenarios, and profitability analyses—to evaluate rate changes and product implications
Ensures quality and accuracy of underlying data and assumptions
Monitors market dynamics and competitive movements
Conducts ongoing research into competitor pricing, industry trends, macroeconomic indicators, and client preferences
Translates findings into proactive insights to inform positioning and future strategic direction
Prepares materials for forums and decision bodies
Develops clear, compelling presentations, dashboards, and written summaries of analyses, insights, and recommendations for internal audiences, including leadership teams, governance forums, and program stakeholders
Contributes and drives thought leadership and continuous improvement
Identifies emerging topics or opportunities that could strengthen Vanguard’s rate strategy or client value proposition
Proposes research avenues and assists in shaping the rate strategy roadmap
Participates in special initiatives
Supports cross‑functional projects related to pricing, finance, product development, or strategic planning
Performs additional responsibilities as business needs evolve
Qualification
Required
Eight years related work experience, including five years experience in product management and investment analysis/strategy
Undergraduate degree or equivalent combination of training and experience
Preferred
Graduate degree preferred
CFA preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2026-01-20
2025-09-05
2025-03-15
Company data provided by crunchbase