Head of Digital Wealth Solutions, Personal Wealth

Malvern, PA - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

Vanguard is expanding the shelf of wealth planning and product solutions for Wealth Management clients leveraging digital and data capabilities. As the Head of Digital Wealth Solutions you will shape how clients engage with our Wealth management offer with an eye to deepening their relationship with Vanguard.

What Youll Do

In partnership with AWM Solutions and the Wealth Management segment you will define and lead the digital strategy for integrated offer journeys across the full client lifecycleadvancing the positioning of WM solutions and services in prospecting needs discovery and service to sales journeys. By connecting the dots between AWM offer strategy experience design and implementation sales relationship management and operational execution you will ensure these journeys are clientcentric compliant and scalable across the enterprise. Your scope will include AWM product solutions (e.g. private markets) and wealth services (e.g. trust wealth and estate planning).

What It Takes

Experience leading programs for 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 acumen in relevant WM products and services (e.g. wealth planning private markets) 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