Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Head of Product, Portfolio Management, Advice and Wealth Management

Vanguard

The Head of Product, Portfolio Management leads the vision, strategy, and roadmap for Vanguard's portfolio management ecosystem, spanning portfolio construction, trading, custody integration, investment servicing, and managed accounts. This leader drives product investment priorities and delivers scalable, innovative capabilities that enhance advisor and client outcomes while supporting the evolving needs of Vanguard's wealth and investment businesses.What you will do:Product Strategy & Portfolio LeadershipDefine and execute the strategic vision, roadmap, and investment priorities for Portfolio Management products.Prioritize investments across product portfolios to balance growth, risk management, operational efficiency, and client experience.Establish product roadmaps, KPIs, and success metrics aligned with business and enterprise objectives.Lead cross-functional teams responsible for the design, delivery, and continuous improvement of investment platform capabilities.Trading, Custody & Operations EnablementPartner with trading, operations, and technology teams to optimize trade generation, execution, allocation, reconciliation, and settlement processes.Drive initiatives that improve trading capacity, reduce operational risk, and enable efficient portfolio management at scale.Identify value-chain constraints and develop strategic solutions that increase automation, resilience, and throughput.Ensure platforms support client growth, managed account expansion, and evolving investment offerings.Industry Expertise & Vendor IntegrationProvide industry leadership across wealth management, portfolio management, trading, custody, and investment servicing domains.Evaluate, select, and integrate strategic vendor solutions to accelerate business outcomes and platform modernization.Partner with internal and external stakeholders to deliver seamless integration of best-in-class capabilities.Monitor industry trends, competitive offerings, and emerging technologies to inform product strategy and investment decisions.Governance & LeadershipEnsure regulatory, fiduciary, and supervisory requirements are embedded within products and processes.Partner with compliance, risk, audit, and technology organizations to maintain strong governance and control practices.Lead and develop product managers and product leaders across multiple domains.Influence senior leadership decisions regarding platform strategy, technology investments, vendor partnerships, and transformation initiatives.What it will take:Deep expertise in wealth management, portfolio management, trading, custody, brokerage operations, or investment servicing.Experience leading product organizations responsible for large-scale portfolio management or trading platforms.Strong understanding of trade lifecycle management, settlement, reconciliation, custody operations, and money movement.Proven success delivering platform modernization, vendor integrations, and enterprise transformation initiatives.Knowledge of advisory platforms, managed accounts, portfolio construction methodologies, and investment management workflows.Demonstrated ability to influence executive stakeholders and lead cross-functional organizations.Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.About VanguardAt 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 WorkVanguard 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.SummaryLocation: Malvern, PA; Charlotte, NC; Dallas/Ft. Worth, TXType: Full time

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Head of Product, Portfolio Management, Advice and Wealth Management in Dallas, TX vacancy
  • $281k - $321k

     ...Digital Product Management Director, Wealth Management (HYBRID or REMOTE) 260000DH Primary Location UNITED STATES‑NY‑New York Other Locations...  ...and enable advisors to deliver proactive, tailored advice. Leverage metrics, analytics and client insights to drive... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area
    Remote work

    Byrne Dairy

    Syracuse, NY
    1 day ago
  • $155.9k - $232.52k

     ...Enterprise Solutions Product Manager The Enterprise Solutions business...  ...and services. The business portfolio offers a broad range of product...  ...matter resource to provide advice to teams and key client...  ...Continuous Learning: Access a wealth of resources to grow your career... 
    Suggested
    Live in
    Remote work
    Flexible hours

    S&P Global

    Dallas, TX
    5 days ago
  •  ...Job Summary Director of Product Strategy – Wealth, a senior strategic leader within Integrity SSC...  ...and business alignment for the Wealth Management and Annuities lines of business. The...  ...Familiarity with financial advisor workflows, portfolio management tools, financial planning... 
    Suggested
    Local area

    Insurance Administrative Solutions, L.l.c.

    Dallas, TX
    3 days ago
  •  ...About the job Head of Technical Product Management Position Summary: We are seeking an experienced technical product management leader to oversee...  ...innovation, and ensure successful execution across the product portfolio while supporting technical sales efforts in the U.S.... 
    Suggested
    Full time

    Hr Journals

    Dallas, TX
    2 days ago
  • $200k - $230k

     ...Head of AI/ML & Data Science Product Management | $200K–$230K | Dallas, TX Job Summary Shape the future of energy. as part of a global, multi-billion-dollar...  ...success driving AI, ML, and Data Science product portfolios from ideation through commercial launch Proficiency... 
    Suggested
    Contract work
    Relocation package

    GlobiFYE

    Dallas, TX
    2 days ago
  • $189.1k - $215.4k

     ...Location: Irving, Texas, United StatesCategory: Product Management and DevelopmentCompany: CitiCitibank, N.A....  ...regulators, and auditors, covering USPB Risk and Wealth Risk businesses. This includes managing reports on portfolio concentrations, limit exceptions, stress... 
    Full time
    Remote work

    Citigroup

    Irving, TX
    1 day ago
  • Asset and Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and...  ...banking and comprehensive advice to a wide range of...  ...visionary, consumer-oriented product leader eager to apply your...  ...managing complex product portfolios, and successfully launching... 
    Full time
    Temporary work
    Part time

    Goldman Sachs

    Richardson, TX
    3 days ago
  •  ...bringing passion and customer focus to the business.Head of Treasury Management ProductThe Head of Treasury Management Product is responsible for the strategy, development,...  ...of the Bank's Treasury Management product portfolio. This leader will lead a team of product... 
    Full time

    Simmons Bank

    Dallas, TX
    5 hours ago
  •  ...future team member for the role of Senior Vice President, Product Owner - Total Portfolio Analytics to join our Data & Analytics team. This role...  ...design, and senior stakeholders to translate portfolio management, risk, and client needs into a scalable analytics service... 
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Dallas, TX
    1 day ago
  • $155k - $255k

    DescriptionSummary:The Business Card Product Director has leadership responsibility for business card portfolio management including analytical evaluation, strategy development, program execution, and profit optimization.Duties & Responsibilities:Leadership & Strategy Development... 
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    Cadence Bank

    Dallas, TX
    4 days ago
  • YOUR IMPACTAre you ready to redefine the future of wealth management? As a Product Manager, you will be at the forefront of transforming how financial services are delivered and experienced. Join a dynamic team of innovative product leaders dedicated to crafting cutting... 

    Goldman Sachs

    Dallas, TX
    4 days ago
  •  ...Head of Blockchain Product Management About the Company Innovative blockchain technology company Industry Information Technology and Services Type Privately Held About the Role The Company is seeking a Head of Blockchain Product Management... 
    Contract work

    Confidential

    Dallas, TX
    7 hours ago
  •  ...NYSE: WHG) is a boutique asset management firm that offers a diverse...  ...along with white-glove trust and wealth services, to institutional,...  ...ABOUT THE ROLE The Product Manager supports the strategic...  ...stakeholders. Coordinate with portfolio management, operations and compliance... 
    Temporary work
    Work at office
    Immediate start
    Visa sponsorship
    Flexible hours

    Westwood Holdings Group Careers

    Dallas, TX
    12 days ago
  •  ...Chief Product Officer (CPO) About the Company Innovative legal technology (LegalTech) company specializing in case management & practice management software Industry Computer Software...  ..., and clarity to the product portfolio, and will be adept at both strategic... 

    Confidential

    Dallas, TX
    4 days ago
  • $200k

     ...You’re a senior product leader who understands that retail banking doesn’t stop at an app and this is your opportunity to define how...  ...senior, highly visible Product Director role , owning a meaningful portfolio that supports physical financial services environments. The... 
    Relocation package

    Consortia Group

    Dallas, TX
    2 days ago
  •  ...powers innovation and the future of digital wealth management by building tech-forward solutions that...  ...Presented by CNBC ABOUT THIS ROLEAs a Product Manager II on Apex’s Trading team, you...  ...spanning multi-asset order management, portfolio trading and rebalancing, and trade... 
    Full time
    Work from home

    Apex Fintech Solutions

    Dallas, TX
    1 day ago
  • Yaqeen Institute is hiring a Chief Product Officer (CPO) to lead their product organization...  ...The role focuses on building a product portfolio that influences millions with Islamic...  ...over 10 years of experience in product management, including a proven track record in leadership... 

    Jobleads-US

    Dallas, TX
    3 days ago
  • $120k - $130k

     ...Financial Group Cetera Financial Group (CFG) is seeking a Senior Product Marketing Manager (Wealth Management) who will be responsible for developing and...  ...-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans... 
    Full time
    Work at office
    Flexible hours

    Cetera Financial Group

    Dallas, TX
    1 day ago
  •  ...digital innovators, program and construction managers and other professionals delivering...  ...position will report to the Global B+P SVP, Head of Strategy & Growth, and will work closely...  ...bookings, revenue growth, and portfolio quality across regions and AECOM business... 
    Work at office
    Local area
    Worldwide
    Flexible hours

    AECOM

    Dallas, TX
    1 day ago
  • $75k - $132k

     ...life, a mindset. Join us. A Day in the Life:As a Revenue Growth Manager at Monster Energy, you will lead the charge in analyzing and...  ...pricing strategies. You'll assess the performance of our exciting portfolio, identifying opportunities to boost efficiency and... 
    Full time

    Monster Energy

    Dallas, TX
    3 days ago
  • $119.2k - $207.81k

     ...dynamics. Responsibilities & Impact:As Director, Product Management, you will lead the evolution of the ClearPar product portfolio (including Loan Platforms, ADFlow, Loan...  ...for your time on.Continuous Learning: Access a wealth of resources to grow your career and learn valuable... 
    Full time
    Second job
    Live in
    Work at office
    Remote work
    Worldwide
    Flexible hours
    2 days per week

    S&P Global

    Dallas, TX
    3 days ago
  • $136k - $189k

     ...This is a unique opportunity for a digital product leader to be a part of Gartner’s Digital...  ...for Sr. Director, Digital Product Management to lead a group of product managers, business...  ...with core strategy and objectivesDrive portfolio prioritization, balance customer needs,... 
    Full time
    Worldwide

    Gartner

    Irving, TX
    5 hours ago
  •  ...Chain Network. It is the only solution that gives supply chain managers and executives end-to-end visibility and control with one data...  ...Lead your industry by providing the highest service levels and product quality at the lowest possible cost. Visit: .Job Summary: The Director... 
    Visa sponsorship

    One Network Enterprises

    Dallas, TX
    3 days ago
  • //Chief Product Officer (CPO)# Chief Product Officer (CPO)## Job Description## Chief Product...  ...lives.The CPO will own the full product portfolio: our consumer app, Hashiya (our academic...  ...bring the rigor of data-driven product management to a mission-driven context.**What you'... 
    Full time
    Remote work
    Worldwide

    Ummahjobs

    Dallas, TX
    3 days ago
  • $169.6k - $254.4k

     ...254,400.00Category: Technology, Technology Product Management, ProfessionalCompany: CitiWe are seeking a...  ...the vision, strategy, and execution for our portfolio of internal risk management platforms within the Retail and Wealth Risk Management sector to drive incorporation... 
    Full time
    Work experience placement
    Shift work

    Citigroup

    Irving, TX
    1 day ago
  •  ...increasingly complex digital world. Our portfolio spans scam prevention, identity protection...  ...for the US acquisition P&L, managing a significant share of the global media...  ...— ensuring paid acquisition aligns with product launches, seasonal campaigns, and the TrendLife... 
    Full time
    Seasonal work
    Shift work

    Trend Micro

    Irving, TX
    1 day ago
  •  ...Job Description Overview The Chief Product Design Director serves as the company's...  ...Cavender's Exclusive Brands and Private Label portfolio. The Chief Product Design Director...  ...of trend forecasting, product lifecycle management, sourcing, and vendor collaboration.... 
    Seasonal work
    Local area

    Cavender's

    Dallas, TX
    17 days ago
  • $117.6k - $206k

     ...of go-to-market (GTM) strategies for a portfolio of data and analytics SaaS solutions within...  ...industry. You will translate complex product capabilities into compelling, client-centric...  ...cross-functionally with sales, product management, customer success, and marketing to... 

    Vizient

    Irving, TX
    2 days ago
  •  ...Digital Solutions Senior Product Owner The Digital Solutions Senior Product Owner...  ...AI and applied AI use cases across the wealth management journey. This role combines strong digital...  ...the delivery of objective financial advice to individuals, families, and company retirement... 
    Full time
    Work at office
    Flexible hours

    Cetera Financial Group

    Dallas, TX
    5 days ago
  • $101k - $175k

     ...services that support investment management, enterprise data management,...  .... The Private Markets product team is responsible for products...  ...needs of deal professionals, portfolio managers, and investment teams...  ...Continuous Learning: Access a wealth of resources to grow your... 
    Full time
    Second job
    Live in
    Worldwide
    Flexible hours

    S&P Global

    Dallas, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Head of Product, Portfolio Management, Advice and Wealth Management. Be the first to apply!