Retirement Income Product Owner

Investment Product Strategy Specialist

Own retirement income product strategy within Vanguard Workplace Solutions, bridging the gap between investment expertise and business accountability and being a strategic collaborator to all parts of the product ecosystem.

Join the team shaping the investment offerings for America's largest DC asset manager. In this senior role, you will collaborate across investments, client teams, and functional partners to shape strategy for retirement income productsbringing a specialized blend of client, business, and investment acumen to 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 Offer, Product & Enablement (SCOPE) subdivision aligns business strategy, investment products, retirement consulting, and enablement functions to help ensure the right products and services are getting to the plan sponsors, participants, and consultants that can benefit from them.

The Investment Product Strategy team supports these goals by owning the comprehensive investment product strategy: driving participant financial success by evolving the VWS investment product line-up and accelerating growth of investment products in partnership with distribution teams.

This open position is one of three senior specialists on the VWS Investment Product Strategy team, each with end-to-end ownership of a defined product category. The team also includes our Product Insights sub-team for cross-category strategy and support. This open position would be a Category Owner with a focus on retirement income products, inclusive of:

• Owner of VWS's holistic retirement income offer
• Deep expert/accountability for insurance related products including Target Retirement Lifetime Income Trust series, Stable Value, and Hueler Income Solutions
• Secondary focus on the investment methodology supporting recordkeeping and advice services

Core responsibilities include:

• Acting as an investment expert both internally and externally in the industry.
• Leading analyses of investment product issues confronting Vanguard's product line-up.
• Developing and maintaining key internal stakeholder relationships across the organization.
• Monitoring the health of the category, competitive positioning, and industry trends to proactively identify opportunities for growth and retention.
• Attending and presenting at industry conferences and client specific events related to the product category of focus.
• Providing thought leadership in support of the Vanguard product lineup.
• Driving the creation of dynamic content and technical marketing used to position Vanguard investment products and to respond to investor queries.
• Contributing to new product launches. Participating in internal training and communications including training on launches and changes to existing products.
• Managing third-party relationships with TIAA, Micruity, and Hueler to ensure effective decision-making and product accountability for covered products.

Qualifications include:

• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. CFA preferred.
• Ten years related work experience, including five years' experience in product management and investment analysis/strategy.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special factors include:

• Sponsorship: Vanguard is not offering visa sponsorship for this position.

About Vanguard:

At Vanguard, we don't just have a missionwe'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.