V

Vanguard

Manages investment funds and retirement savings

Head of Digital Product - Portfolio Management, Advice and Wealth Management

Full-TimeUpdated on 10/23/2026
No salary listed
Expert
Dallas, TX, USA+2 moreMore locations: Malvern, PA, USA | Charlotte, NC, USA
HybridHybrid working model; applicable to the listed work locations.
ProductProduct Management
No H1B Sponsorship

About the job

Requirements
  • Deep expertise in wealth management, portfolio management, trading, custody, brokerage operations, or investment servicing.
  • Experience leading product organizations responsible for large-scale portfolio management or trading platforms.
  • Strong understanding of trade lifecycle management, settlement, reconciliation, custody operations, and money movement.
  • Proven success delivering platform modernization, vendor integrations, and enterprise transformation initiatives.
  • Knowledge of advisory platforms, managed accounts, portfolio construction methodologies, and investment management workflows.
  • Demonstrated ability to influence executive stakeholders and lead cross-functional organizations.
Responsibilities
  • Define and execute the strategic vision, roadmap, and investment priorities for Portfolio Management products.
  • Prioritize investments across product portfolios to balance growth, risk management, operational efficiency, and client experience.
  • Establish product roadmaps, key performance indicators, and success metrics aligned with business and enterprise objectives.
  • Lead cross-functional teams responsible for the design, delivery, and continuous improvement of investment platform capabilities.
  • Partner with trading, operations, and technology teams to optimize trade generation, execution, allocation, reconciliation, and settlement processes.
  • Drive initiatives that improve trading capacity, reduce operational risk, and enable efficient portfolio management at scale.
  • Identify value-chain constraints and develop strategic solutions that increase automation, resilience, and throughput.
  • Ensure platforms support client growth, managed account expansion, and evolving investment offerings.
  • Provide industry leadership across wealth management, portfolio management, trading, custody, and investment servicing domains.
  • Evaluate, select, and integrate strategic vendor solutions to accelerate business outcomes and platform modernization.
  • Partner with internal and external stakeholders to deliver seamless integration of best-in-class capabilities.
  • Monitor industry trends, competitive offerings, and emerging technologies to inform product strategy and investment decisions.
  • Ensure regulatory, fiduciary, and supervisory requirements are embedded within products and processes.
  • Partner with compliance, risk, audit, and technology organizations to maintain strong governance and control practices.
  • Lead and develop product managers and product leaders across multiple domains.
  • Influence senior leadership decisions regarding platform strategy, technology investments, vendor partnerships, and transformation initiatives.

About the company

Vanguard manages mutual funds, exchange-traded funds, and retirement investments for individuals, financial advisers, and institutions. Its Vanguard 500 Index Fund gives investors exposure to large U.S. companies by tracking the S&P 500, while its lineup also includes actively managed stock and bond funds. Clients invest through brokerage and retirement accounts, workplace plans, or advisers, and advisory services build and maintain portfolios around their goals. Fund expenses and advisory fees pay for investment management and account services, with advisory charges based on the assets managed. Founded in 1975, Vanguard is headquartered in Malvern, Pennsylvania, United States.

Company Size

10,001+

Company Stage

Private

Total Funding

$11.2M

Headquarters

Kline Township, Pennsylvania

Founded

1975

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Simplify's Take

What believers are saying

  • U.S. retirement support adds compensation: Vanguard contributes 10% of salary to 401(k)s, plus a match up to 4%.
  • Lower fees support competitiveness: February 2026 cuts reached 84 Vanguard fund share classes across 53 funds.
  • Advisor custody is the next expansion: Vanguard agreed to acquire wealth platform Altruist in August 2026.

What critics are saying

  • Active strategies depend on partners: Vanguard uses over 20 outside managers, including Wellington and T. Rowe Price.
  • Cash awards depend on collective results: Vanguard's U.S. Partnership Plan links payments to company performance and client outcomes.
  • Stewardship faces binding limits: Vanguard's February 2026 Texas settlement restricts climate advocacy for specified U.S. fund holdings.

What makes Vanguard unique

  • Fund investors sit above the company: Vanguard is owned by its funds, which their shareholders own.
  • Costs stay exceptionally low: Vanguard's U.S. funds averaged 0.07% in asset-weighted expenses in 2025.
  • Index investors choose their voting approach: Vanguard Investor Choice applies selected policies to eligible fund shareholders' corporate votes.

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Benefits

  • Best-in-class medical, dental & vision coverage
  • Onsite health clinic & fitness center
  • Health Smart Rewards program
  • Vanguard Retirement Savings Plan
  • Education Benefits
  • PTO
  • Family Planning Benefist
  • Parental leave
  • Personal development opportunities
  • Volunteer Time Off

Growth & Insights and Company News

6 month growth

6%

1 year growth

8%

2 year growth

8%
Yahoo Finance
Oct 12th, 2026
$500K in VOO puts $40,400 into NVIDIA alone as top 10 holdings hit 37.78%

A $500,000 position in the Vanguard S&P 500 ETF (VOO) puts $40,400 into NVIDIA alone, as the chipmaker made up 8.08% of the fund on August 31, 2026. The fund's top 10 holdings account for 37.78%, or $188,900. The S&P 500 weights companies by market value, so NVIDIA's growth lifted its share automatically. Its stock rose 1,005.49% over five years to October 9, 2026, while VOO rose 90.68%. Concentration brings swings. A 2% weekly drop in NVIDIA on that slice costs about $808, roughly five years of VOO's $150 annual fee at 0.03%. Investors who also hold NVIDIA shares or a tech fund may face higher exposure than the fund's weight suggests.

PR Newswire
Sep 9th, 2026
Council for Economic Education launches National Investment Challenge with Vanguard's My Classroom Investor simulation

The Council for Economic Education has launched the National Investment Challenge, a new competition designed to teach high school students foundational investing skills. The challenge will use Vanguard's free My Classroom Investor simulation, where students manage mock 30-year portfolios and respond to market shifts and unexpected events. Early access opens in November, with the competition starting in January 2027. It will include qualifying rounds, state rounds, and culminate in a national final in Philadelphia in May, with teams competing for cash prizes. In the simulation, students choose characters with financial goals and manage portfolios containing stocks, bonds, and ETFs. The programme aligns with CEE Standards and the CFA Investment Foundations exam, helping students build credential-ready skills whilst learning long-term investment principles.

Kalkine Media
Sep 4th, 2026
Vanguard Group Acquires 5.002% Voting Stake in Qantas Airways as Substantial Holder

Catch the latest updates from Australia's premier stock exchange & market indices.

Axios
Aug 26th, 2026
Vanguard pays $4.6B for RIA software startup Altruist

Vanguard is pushing into Fidelity's turf.

PR Newswire
Aug 26th, 2026
Vanguard to acquire AI-forward wealth platform Altruist to expand financial advice reach

Vanguard has entered a definitive agreement to acquire Altruist, an AI-forward wealth technology and custody platform serving financial advisors. The deal, expected to close later this year pending regulatory approvals, aims to expand access to financial advice by enabling advisors to serve more clients efficiently. Vanguard first invested in Altruist in 2020 to increase competition in the registered investment advisor custody space. Following the acquisition, Altruist will operate as a standalone business, retaining its leadership, brand, and operating model whilst gaining access to Vanguard's resources and investment expertise. The transaction terms were not disclosed. Altruist will continue focusing on providing integrated technology solutions for independent financial advisors, combining custody services with portfolio management tools.