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Senior Director, Data Management - Financial Advisor Services
Charlotte, NC; Dallas, TX; Malvern, PA; Scottsdale, AZ
·
On-site
·
Full-time
·
2w ago
Benefits & Perks
•Flexible Hours
•Flexible Hours
Required Skills
Data management leadership
Data governance
Domain-driven design
Metadata management
Data quality
Vendor management
Senior Director, Data Management
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Financial Advisor Services
Vanguard's Financial Advisor Services (FAS) business is seeking a Senior Director to establish the data foundation that will power FAS today and in the future. This role will operationalize FAS's domain-driven, enterprise-aligned data strategy, ensuring trusted, governed, and AI-ready data products that empower advisors, enhance crew experiences, and strengthen Vanguard's brand. The leader will drive data-as-a-product principles, establish governance from the start, and enable real-time insights for analytics and operational systems. -
Leadership & Strategy
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Define and execute a domain-driven data management strategy aligned with FAS's 2030 vision.
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Align FAS data domains (Advisor/Client, Financial, Engagement, Digital, Operations) with enterprise taxonomy and standards.
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Champion data-as-a-product principles: clear ownership, accountability for quality, accessibility, and business value.
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Build and lead a team covering governance, stewardship, data quality, metadata, master data management, risk, and integration.
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Develop a roadmap supporting real-time, analytics- and AI-ready data capabilities supporting hyper-personalization, agentic CRM, and territory dashboards.
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Data Governance & Controls
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Implement governance from the start: policies, standards, and oversight across analytics and operational data.
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Establish data contracts, security lifecycle management, and metadata lineage for critical data elements.
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Drive consistent governance for third-party data packs and internal sources, ensuring compliance and trust.
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Third-Party Data Integration
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Lead onboarding and harmonization of multiple external data packs (assets and cash flow, advisor attributes, CRM enrichment, portfolio data).
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Apply source-aligned ownership and enforce vendor governance: licensing, permitted use, freshness SLAs.
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Standardize ingestion, schema alignment, deduplication, and survivorship rules across domains.
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Data Architecture & Operations
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Vanguard Internal Use Only• Partner with FAS Technology to implement modern patterns (lakehouse, master data management, catalog, data quality services).
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Ensure metadata management, lineage visibility, and automated data quality remediation workflows.
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Deliver real-time data flows for operational and analytical use cases.
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Data Products & Enablement
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Translate business needs into curated, governed data products (e.g., Sales Compensation, Models, Client Profile).
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Publish data products in a catalog with clear contracts, glossary, and permitted use.
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Enable self-service analytics responsibly with embedded governance guardrails.
Stakeholder Management
- Drive adoption of FAS data strategy through education and change management.
- Partner with Sales, Marketing, Product, Risk, and Enterprise Data Office to align priorities.
Qualifications:
Required:
- 10+ years in data management leadership; 5+ years in financial services.
- Expertise in domain-driven design**, data governance frameworks, and** data-as-a-product operating models.
- Experience integrating multiple third-party data sources and managing vendor governance.
- Strong knowledge of metadata, lineage, data quality, and cataloging.
- Familiarity with real-time data architectures and AI/analytics enablement.
- Bachelor's degree in Information Systems, Data/Analytics, Engineering or related field.
Preferred:
- Experience with advisor/intermediary distribution data and taxonomies.
- Advanced degree or certifications (CDMP, DAMA, cloud).
- Exposure to hyper-personalization, agentic AI architectures, and operational analytics use cases.
Special Factors
Sponsorship Vanguard is 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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About Vanguard
Reviews
3.4
3 reviews
Work Life Balance
2.5
Compensation
3.2
Culture
2.8
Career
3.5
Management
3.0
45%
Recommend to a Friend
Pros
Competitive compensation package with bonuses
Good foundation for career development
Interesting programs aligned with education
Cons
Long commute requirements (2.5 hours)
Mandatory on-site presence multiple days
Pay below industry standards
Salary Ranges
1,532 data points
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Processing Associate
135 reports
$57,471
total / year
Base
$53,433
Stock
-
Bonus
$4,038
$45,260
$73,912
Interview Experience
3 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Interview Process
1
Application Review
2
Recruiter/HR Phone Screen
3
Technical/Case Study Round
4
Final Round Interview
5
Offer
Common Questions
Behavioral/STAR
Technical Knowledge
Case Study
Past Experience
Culture Fit
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