Senior Director, Data Management Financial Advisor Services

Senior Director Data Management - Financial Advisor Services

Vanguards 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 FASs domain-driven enterprise-aligned data strategy ensuring trusted governed and AI-ready data products that empower advisors enhance crew experiences and strengthen Vanguards 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 FASs 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.

• Bachelors 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

About Vanguard

At Vanguard we dont just have a missionwere 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.