Head of Digital Wealth Practice, Personal Wealth

Head of Digital Wealth Practice, Personal Wealth

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locations

Malvern, PA

time type

Full time

posted on

Posted 30+ Days Ago

job requisition id

176516

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 You’ll 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 wealth‑transfer processes. By uniting product strategy, design, journey management, and operational execution, you will ensure these journeys are client‑centric, 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.

• Strength in leading end-to-end experience design across prospecting, assessment, offer configuration, wealth transfer, and servicing workflows – and how they intersect with Data and AI foundations.

• Advanced acumen in WM relationship, sales and advisory practices – and their intersection with Data and AI foundations.

• 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 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 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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About Us

Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

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