Head of Digital Wealth Practice, Personal Wealth

Malvern, PA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Vanguard is transforming how we engage wealth management clients and their families by leveraging digital and data capabilities. As the Head of Wealth Practice you will lead the end-to-end digitization and integration of the building blocks of a wealth management practice. Your leadership will shape how frontline crew get insights into their books of business how and when they engage with their clients and how our systems client experience crew experience marketing advisory and wealth services understand the full scope of client relationships.

What Youll Do

In partnership with Personal Wealth Technology and Architecture you will define and lead the digital strategy for the building blocks of the wealth management practice - including teaming models referral networks segment alignment and transitions householding. You will work to integrate these foundational capabilities in partnership with Personal Wealth product and Martech lines across the spectrum of the full client lifecycle advancing prospecting needs discovery and solution positioning building household relationships beneficiary engagement and wealthtransfer processes. By uniting product strategy design journey management and operational execution you will ensure these journeys are clientcentric compliant and scalable across the enterprise.

What It Takes

The ability to set and execute an enterprise-wide strategy for complex offer journeys ensuring they remain modern compliant and client focused.
Skill in digitizing and automating regulatory compliance and disclosure processes to reduce risk and enhance client and crew experience.
Experience establishing governance and oversight frameworks in partnership with Legal Risk Compliance Operations and Technology.
Strength in leading end-to-end experience design across prospecting assessment offer configuration wealth transfer and servicing workflows.
Proven collaboration across AWM PI Technology and Operations to scale journeys without compromising quality or controls.
Leadership capability to build and develop a high performing team of journey managers product strategists and operational integrators.
A track record of delivering measurable outcomes such as reduced cycle time fewer NIGO events increased digital adoption stronger regulatory adherence and improved client satisfaction.

Experience leading highly regulated journeys across multiple divisions.
Expertise designing and operating complex journeys in advice wealth operations or regulated product environments.
Deep understanding of regulatory compliance and supervisory frameworks with the ability to translate requirements into streamlined digital workflows.
Advanced product and journey strategy skills including structured problem solving and outcome-based execution.
Executive level communication and influence aligning senior stakeholders.
Demonstrated ability to lead large diverse teams and set long-term vision.
A client-obsessed approach that prioritizes clarity transparency and simplicity in key moments.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

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.

Required Experience:

Director