FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates deep expertise in defined contribution asset management and investment solutions, with a strong ability to lead complex client relationships and influence key stakeholders. Proven track record in strategic thinking, people leadership, and navigating the retirement regulatory environment.
Highest-signal resume keywords
Defined Contribution Asset ManagementInvestment-Only Retirement SolutionsStrategic ThinkingPeople LeadershipRetirement Regulatory Environment
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Capital Markets KnowledgePortfolio ConstructionManager Selection and OversightDefined Contribution Investment VehiclesBusiness Strategy ExecutionClient Relationship ManagementRisk MitigationFinancial ManagementPerformance MeasurementNegotiation
Soft Skills
Executive CommunicationPresentation SkillsProblem-SolvingInfluencing Without AuthorityTeam Building
Certifications & Qualifications
FINRA Series 7FINRA Series 63FINRA Series 24
Industry Keywords
Defined ContributionRetirement SolutionsAsset ManagementFiduciary ConsiderationsERISA Compliance
About the role
Key responsibilities & impact- Set and execute the short- and long-term strategy for the DCIO business
- Grow, lead, develop, and inspire a high-performing team; establish outcomes, strengthen succession and capability building, and foster an inclusive culture
- Own the relationship strategy and service model for complex defined contribution relationships
- Build partnerships with plan sponsors, investment consultants, investment committees, recordkeepers, trustees, and other key decision-makers
- Lead investment-focused business reviews and strategic conversations on client objectives, market developments, portfolio strategy, product performance, plan design, participant outcomes, and emerging needs
- Expand appropriate use of Vanguard’s defined contribution investment capabilities, including mutual funds, collective investment trusts, target-date strategies, model portfolios, and other investment solutions
- Identify and mitigate relationship, service, operational, and retention risks; resolve complex client issues
- Partner across investments, sales, product, operations, service, advice, legal, risk, and compliance to deliver coordinated client outcomes
- Translate client, consultant, competitive, regulatory, and market insights into business priorities, service enhancements, product opportunities, and thought leadership
- Contribute to business planning, resource and budget decisions, performance measurement, and financial management
- Represent Vanguard externally with senior clients, consultants, industry partners, and forums
Requirements
What you’ll need- Deep expertise in defined contribution asset management, investment-only retirement solutions, or a closely related financial services field
- Demonstrated success leading complex defined contribution client relationships and influencing plan sponsors, investment committees, consultants, and executive-level stakeholders
- Strong knowledge of capital markets, portfolio construction, manager selection and oversight, and defined contribution investment vehicles, including mutual funds and collective investment trusts
- Record of developing and executing business strategy, strengthening retention, identifying responsible growth opportunities, and leading through changing client and market conditions
- Exceptional strategic thinking, commercial judgment, executive communication, presentation, negotiation, and problem-solving capabilities
- Ability to lead across a highly matrixed organization and influence outcomes without direct authority
- Proven people leadership, including building inclusive teams, developing talent, setting high standards, and driving measurable outcomes
- Working knowledge of the retirement regulatory environment, including ERISA and fiduciary considerations relevant to defined contribution clients
- Minimum of 10 years of progressively responsible experience in defined contribution investments, retirement, asset management, or a related field, including significant people leadership experience
- Bachelor’s degree or an equivalent combination of education and relevant professional experience
- Active FINRA Series 7 and Series 63 registrations required
- Active FINRA Series 24 registration required
- Vanguard is not offering visa sponsorship for this position
- Travel is required based on client and business needs
Benefits
Comp & perks- Hybrid working model with enhanced flexibility, in-person learning, collaboration, and connection
- Professional development and learning opportunities
- Inclusive, collaborative culture
- Travel based on client and business needs
