Jobs

Investment Management Product Manager, Senior Specialist
Charlotte, NC; Malvern, PA; Scottsdale, AZ
·
On-site
·
Full-time
·
2w ago
Benefits & Perks
•Hybrid Work
•Flexible Hours
•Flexible Hours
Required Skills
Product Management
Investment Data
Data Governance
Financial Analysis
Leadership
Core Responsibilities
Investment Data Product Ownership & Strategy:
- Own the Investment Data Stewardship product vision, strategy, and multi-year roadmap across fund, benchmark, performance, and metadata domains.
- Define data product standards for accuracy, timeliness, lineage, and usability across WPS platforms (e.g., participant tools, advisor experiences, reporting).
- Drive prioritization decisions balancing business value, risk mitigation, regulatory needs, and technical feasibility.
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Investment Domain Leadership:
- Act as a subject matter authority on investment data, including:Mutual funds, collective trusts, and separate accounts
- Benchmarks, peer groups, and index relationships
- Returns, asset allocation, attribution, and risk measures
- Ensure investment data interpretations are consistent, auditable, and suitable for participant and advisor consumption.
- Establish guardrails for fiduciary-grade data usage across digital channels.
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Data Stewardship & Governance Leadership:
- Own investment data stewardship operating models, including:Data ownership and accountability
- Quality standards and controls
- Metadata, business definitions, and lineage
- Partner with the various business lines to align to data governance frameworks while representing the unique needs of investment data.
- Ensure stewardship practices support regulatory, compliance, and internal risk expectations.
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Technology & Data Platform Enablement:
- Partner with engineering and architecture teams to:Modernize investment data pipelines and stores
- Enable cloud-based data platforms
- Support scalable ingestion of custodian and market data feeds
- Translate investment and business needs into well-defined product requirements, epics, and success metrics.
- Champion automation of data quality checks, reconciliations, and monitoring.
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Cross-Functional Leadership & Influence:
- Serve as a single accountable product owner across Investment Solutions, GIFS, Technology, Data Governance, and External Data Providers.
- Lead complex initiatives that require alignment across multiple senior stakeholder groups without formal authority.
- Communicate clearly with executive audiences on progress, risks, and trade-offs.
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Business Value & Outcomes:
- Demonstrate measurable impact through:Reduced investment data defects and rework
- Faster onboarding of new funds and products
- Improved participant and advisor data experiences
- Increased confidence in externally distributed data (e.g., Morningstar)
- Track and report product KPIs tied to quality, adoption, efficiency, and business outcomes.
Qualifications
Investment & Financial Domain:
- Deep understanding of investment products and investment data (fund structures, benchmarks, performance calculations, asset allocation).
- Experience working with custodians, asset managers, or investment data aggregators.
- Strong grasp of how investment data is consumed across digital tools, reporting, and client communications.
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Product & Business Acumen:
- 8+ years of experience in product management, investment analytics, data product ownership, or platform leadership.
- Proven ability to own product strategy and drive complex, cross-functional execution.
- Strong financial, analytical, and decision-making skills; able to articulate ROI and business impact.
3.
Technical & Data Acumen:
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Ability to partner effectively with engineers/analysts on:Data models and schemas
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Quality controls and automation
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Integration patterns and data distribution
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Working knowledge of data concepts sufficient to guide design and validate outcomes.
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Coach and support data analysts aligned to your function
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Leadership & Influence:
- Executive-level communication skills with the ability to simplify complex technical and investment concepts.
- Strong influencing skills; capable of driving alignment without direct authority.
- Proven track record leading through ambiguity and organizational change.
Special Factors
Sponsorship
Vanguard is not 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
Junior/L3 · Client Relationship Associate
529 reports
$60,018
total / year
Base
$55,076
Stock
-
Bonus
$4,942
$46,375
$78,763
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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