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Digital Product Manager, Advisor Experience

Charlotte, United States Full-time
Business AnalystProduct ManagerProduct LeaderProduct OwnerProgram ManagerDelivery Manager

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We are seeking an accomplished digital product leader with experience developing digital solutions for advisors in the RIA and Broker-Dealer marketplace. We are on a mission to deliver an industry leading advisor platform with end-to-end experiences in the Portfolio Analytics, Models, Product Research and Practice Management space. These experiences will seamlessly integrate from Vanguard offers to third party wealth management platforms to maximize advisor and client outcomes. You will be part of a bright and passionate product organization that is re-imagining of our advisor-facing capabilities, creating a cohesive and intuitive advisor platform that elevates the advisor experience, simplifies task completion, and enables advisors to serve clients more effectively. The Digital Product Manager, Advisor Experience is accountable for translating business strategy and advisor needs into an actionable product strategy, and leading Product Managers and cross-functional partners through disciplined execution. The role requires a leader who can define a compelling long-term vision while ensuring consistent, reliable day-to-day delivery. The right leader thrives in a high-performing, team-based environment, builds alignment across organizational boundaries, and creates the conditions for empowered teams to discover, develop, launch, measure, and continually improve digital products.

Core Responsibilities

  • Set digital product strategy to deliver on our Vision. Translate our advisor platform vision into clear digital product strategies, priorities, roadmaps, and measurable outcomes.
  • Deliver tangible results. Build a strong track record of execution by ensuring teams move the highest-value opportunities from discovery through development, launch, adoption, measurement, and continuous improvement.
  • Balance strategy with operational leadership. Provide strategic direction for the product portfolio while maintaining consistent operating rhythms, clear accountability, transparent progress, and reliable day-to-day delivery.
  • Lead a portfolio of digital products and capabilities. Direct investment toward the most important advisor and business problems, managing dependencies and trade-offs across a connected product ecosystem.
  • Build an outcome-oriented product culture. Define meaningful objectives and measures of success, and hold teams accountable for advisor, client, and business value rather than output alone.
  • Champion advisor-centered discovery. Develop a deep understanding of advisor workflows, expressed and unexpressed needs, and points of friction. Use research, market insight, data, and experimentation to validate problems and solutions.
  • Lead prioritization and investment decisions. Balance advisor desirability, business viability, technical feasibility, strategic alignment, risk, and expected value when determining priorities.
  • Develop and lead Product Managers. Coach Product Managers in strategy, discovery, prioritization, execution, stakeholder influence, and outcome measurement while setting a high bar for the product management discipline.
  • Create cross-functional alignment. Partner closely with business, engineering, design, data, risk, operations, and other stakeholders to resolve competing priorities and accelerate effective decisions.
  • Influence senior stakeholders. Communicate product strategy, trade-offs, performance, delivery health, and investment needs with clarity, credibility, and an enterprise perspective.
  • Manage product risk and delivery health. Identify and mitigate operational, financial, technology, and execution risks while ensuring products are resilient, supportable, and delivered with appropriate controls.

What Success Looks Like

  • You bring an understanding of the RIA and Broker Dealer marketplace, specifically an understanding of the advisor persona and the day-to-day user journey’s they depend upon.
  • A demonstrated record of leading digital products from strategy through launch, adoption, and measurable value realization.
  • Experience creating and communicating product vision while establishing the operating discipline required for dependable execution.
  • A passion for working in a high-performing, team-based environment where candid collaboration, shared accountability, and continuous improvement are expected.
  • Strong people leadership, with the ability to attract, coach, challenge, and empower Product Managers and cross-functional teams.
  • Excellent judgment in prioritization and trade-off decisions across customer value, business impact, feasibility, risk, and delivery capacity.
  • Executive presence and influence, with the ability to align senior stakeholders around a clear direction and convert ambiguity into focused action.
  • What Success Looks Like
  • Advisors experience a more cohesive and intuitive platform, with less friction and simpler completion of important tasks.
  • Advisors view Vanguard’s advisor facing platform as a trusted partner to help them improve client outcomes, grow their business and use their time effectively.
  • Product strategy is clear, understood, and translated into focused roadmaps and investment decisions.
  • Teams deliver consistently and reliably, with transparent commitments, strong execution discipline, and measurable outcomes.
  • Product Managers deeply understand their users, pursue validated problems rather than predetermined solutions, and make evidence-based decisions.
  • The organization demonstrates rigorous prioritization, effective experimentation, accountability for value delivery, and an enterprise mindset.
  • Cross-functional partners operate as one team, resolving dependencies and trade-offs quickly while maintaining a high standard for quality and risk management.

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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