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Senior Director, Data Management - Financial Advisor Services

Vanguard

Senior Director, Data Management - Financial Advisor Services

Vanguard

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

  • 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

  • Define and execute a domain-driven data management strategy aligned with FAS's 2030 vision.

  • Align FAS data domains (Advisor/Client, Financial, Engagement, Digital, Operations) with enterprise taxonomy and standards.

  • Champion data-as-a-product principles: clear ownership, accountability for quality, accessibility, and business value.

  • Build and lead a team covering governance, stewardship, data quality, metadata, master data management, risk, and integration.

  • Develop a roadmap supporting real-time, analytics- and AI-ready data capabilities supporting hyper-personalization, agentic CRM, and territory dashboards.

  • Data Governance & Controls

  • Implement governance from the start: policies, standards, and oversight across analytics and operational data.

  • Establish data contracts, security lifecycle management, and metadata lineage for critical data elements.

  • Drive consistent governance for third-party data packs and internal sources, ensuring compliance and trust.

  • Third-Party Data Integration

  • Lead onboarding and harmonization of multiple external data packs (assets and cash flow, advisor attributes, CRM enrichment, portfolio data).

  • Apply source-aligned ownership and enforce vendor governance: licensing, permitted use, freshness SLAs.

  • Standardize ingestion, schema alignment, deduplication, and survivorship rules across domains.

  • Data Architecture & Operations

  • Vanguard Internal Use Only• Partner with FAS Technology to implement modern patterns (lakehouse, master data management, catalog, data quality services).

  • Ensure metadata management, lineage visibility, and automated data quality remediation workflows.

  • Deliver real-time data flows for operational and analytical use cases.

  • Data Products & Enablement

  • Translate business needs into curated, governed data products (e.g., Sales Compensation, Models, Client Profile).

  • Publish data products in a catalog with clear contracts, glossary, and permitted use.

  • 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

Vanguard

A client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services to institutional and individual investors, and financial professionals.

10,001+

Employees

Kelayres

Headquarters

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