Investment Product Manager, Senior Specialist
Malvern, PA - USA
Job Summary
Join the team shapingtheinvestment offerings for Americas largest DC asset this senior role you willcollaborateacross investmentsclientteams andfunctionalpartnersto shapestrategy for target-date and indexproducts bringinga specialized blend of client business and investmentacumento a high-impact fast-evolving product lineup.
The Vanguard Workplace Solutions(VWS)mission is to bring investment success to millions of workers who participate in their employer-sponsored retirement plans.The Strategy Client OfferProduct& Enablement(SCOPE) subdivision aligns business strategy investment products retirement consulting and enablement functions to help ensure the right products and services are getting to theplan sponsors participants and consultantsthat can benefit from them.
The Investment Product Strategy team supports these goals by owning the comprehensive investment product strategy:drivingparticipant financial success by evolving the VWSinvestmentproductline-upandacceleratinggrowth of investment products in partnership with distribution teams.
This open position isone ofthreesenior specialistson theVWSInvestment Product Strategy team each with end-to-end ownership of a defined product category. Theteam also includesourProduct Insights sub-teamforcross-category strategy and support.This openpositionwould be a Category Owner with a focus ontarget-date and index products inclusive of:
InfluenceoverVWSsholistic target-date offerandpositioning
Ownership ofour Glide Path Studies too
Deep expert/accountabilityforour index-only target-date products
Secondary focus onstandaloneindexequity and fixed incomeproducts
Responsibilities:
- Acts as an investment expertwithin VWS. Provides investment support and guidance to relationshipmanagement and sales teams;isoccasionallycalled upon to participate in meetings withconsultants or plansponsorswhen there is a need for an expert on theholistic VWS offer surrounding specific product category including investments and recordkeeping/participant considerations.
Leads analysis of product investment issues confronting Vanguards product line-up. Leverages cross-functionalinclusive of investmentsproductsales relationship managementdistribution enablementmarketing legal operationstechnologyand risk. Prepares and presents strategic analysis and recommendations to senior management at various forums.
Develops and maintains key internal stakeholder relationships across the organization.
Monitorshealth of category competitive positioning and industry trends to proactively identify opportunities for growth and retention including ideas for new products or structural changes to existing products.
Drives the creation of dynamic content and technical marketing used to position Vanguard investment products and to respond to investorqueries. Contributes to new product launchesdevelops go-to market strategies and supports execution as needed.
Facilitates internal training and communications including training on launches and changes to existing products. Ensures coordinationand consistency of product-related marketing initiatives and external communications across divisions.
Participates in special projects and performs other duties as assigned.
Qualifications:
Eightyearsrelated work experience including fiveyears experiencein product management and investmentanalysis/strategy.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
CFA preferred.
This job requires a regulatory license and/or registration (e.g. FINRA state SFC). These will be determined by Compliancebased on role-specific duties.
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:
Senior IC
About Company
Search the latest roles and opportunities at Vanguard. Apply today to join our industry-leading crew.