Head of Multi-Asset and Adviser Solutions Technology Product Management
About the job
- Significant senior technology leadership experience within asset management, wealth management, or broader financial services.
- Experience leading software engineering, product management, data, analytics, or technology delivery organizations.
- A proven track record of developing and executing technology strategies aligned to business objectives.
- Experience delivering complex digital, data, analytics, or investment technology programs.
- Strong stakeholder management and influencing skills, with the ability to engage effectively at executive level.
- Strong understanding of software development lifecycle, agile delivery methodologies, and cloud-based technology platforms.
- An undergraduate degree or equivalent combination of education and relevant experience.
- Partner with the Head of Multi-Asset and Adviser Solutions and the wider leadership team to define and execute the technology vision supporting business, proposition, and client objectives.
- Shape the long-term technology, data, analytics, and artificial intelligence strategy for Multi-Asset and Adviser Solutions from a Product Management perspective, working in tandem with Technology.
- Identify opportunities where digital capabilities, analytics, and artificial intelligence can drive growth, improve client outcomes, and increase scalability across Model Portfolio Services, Portfolio Consulting and Analytics, client and adviser insights, business intelligence, flow monitoring, and pipeline analytics.
- Represent Product throughout strategic planning and business leadership activities.
- Bring structured client, adviser, product, and market intelligence into strategic decision making.
- Own the strategic and product roadmap that informs the technology roadmap and ensure successful delivery of strategic initiatives and technology investments.
- Lead the development and evolution of enablement capability roadmaps supporting investment solutions, portfolio analytics, and client insight generation.
- Work across the technology organization to ensure delivery against agreed priorities, timelines, and quality standards.
- Maintain an integrated technology portfolio across Multi-Asset Solutions, Model Portfolio Services, and Portfolio Consulting and Analytics capabilities.
- Evaluate emerging technologies with Technology and identify opportunities to improve efficiency, insight generation, scalability, and business effectiveness.
- Champion adoption of artificial-intelligence-enabled tools, automation, and advanced analytics across the organization.
- Establish product management standards and operating frameworks across technology, digital, and analytics teams.
- Oversee the digital product portfolio, ensuring teams remain focused on the highest-value business opportunities.
- Approve product strategies, roadmaps, business cases, and success measures.
- Partner with Technology, Data, Risk, and Compliance teams to ensure solutions are secure, well governed, and scalable.
- Drive decisions relating to the investment, scaling, consolidation, or retirement of technology capabilities and products.
- Define and execute the data and analytics strategy in alignment with the Global Enterprise strategy.
- Lead development of management information, business intelligence, and advanced analytics capabilities supporting business growth and decision making.
- Deliver actionable insights across adviser and client intelligence, peer analysis and benchmarking, sales and asset flow analytics, pipeline management and forecasting, and portfolio analytics and investment insights.
- Evolve the function from retrospective reporting to predictive and forward-looking decision support.
- Ensure appropriate governance, quality standards, and executive-level communication of analytical outputs.
- Build, lead, and develop a high-performing product, digital, and analytics organization.
- Create a culture of innovation, accountability, and continuous improvement.
- Establish clear operating disciplines, objectives, and performance standards.
- Partner with senior leaders across Investments, Technology, Data, Risk, and Compliance to align priorities and successfully deliver strategic outcomes.
- Develop strong relationships across the organization to ensure technology capabilities support the firm's long-term objectives.
- Experience supporting multi-asset investing, portfolio construction, adviser solutions, platform businesses, or model portfolio services.
- Understanding of investment products, asset allocation, and adviser servicing models.
- Experience delivering data, analytics, artificial intelligence, and digital product capabilities.
- A graduate degree.
About the company
Vanguard offers low-cost investment products and advisory services for individuals, financial advisors, and institutions, including mutual funds, ETFs, IRAs, and 401(k) rollovers. It earns fees based on assets under management and is owned by the funds, which are ultimately owned by the investors, aligning its interests with clients. This client-owned structure helps keep costs down and emphasizes long-term wealth growth and careful risk management. The goal is to help clients achieve their financial goals through prudent investing and cost-efficient management.
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
- VOO crossed $1 trillion on June 2, 2026, showing relentless demand.
- August 2026 custom model portfolios expand advisor stickiness and lower servicing costs.
- The Altruist deal on August 26, 2026 gives Vanguard custody reach into RIAs.
What critics are saying
- SEC's January 2025 tax-disclosure case still drives payments and compliance scrutiny in 2026.
- Altruist integration after the August 26, 2026 acquisition risks culture clashes and regulatory delay.
- Texas settlement and passivity commitments constrain ESG influence, weakening Vanguard's stewardship brand.
What makes Vanguard unique
- Client-owned structure keeps Vanguard's incentives tied to investors, not external shareholders.
- Vanguard's 2026 ETF engine spans U.S., European, and UCITS global index products.
- Its low-cost model portfolios and advisor technology deepen distribution beyond plain indexing.
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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
↑ 8%1 year growth
↑ 8%2 year growth
↑ 8%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.
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Vanguard is pushing into Fidelity's turf.
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.
Vanguard's S&P 500 ETF (VOO) attracted $4.3 billion during a week when the index fell 0.92%, extending its buy-the-dip pattern. The fund has pulled in roughly $69 billion in net inflows this year, more than any other ETF globally. VOO became the first ETF to cross $1 trillion in net asset value on 2 June 2026. It overtook SPY as the world's largest ETF early in 2025, aided by its 0.03% expense ratio versus SPY's 0.09%. The fund's top 10 positions control approximately 37.6% of total assets. Nvidia, its largest holding at 7.55%, reports earnings on 26 August. Apple, the second-largest position at 7.05%, faces a CEO transition on 1 September when John Ternus replaces Tim Cook.