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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in digital product management, strategic planning, and stakeholder alignment within the wealth management sector. Proven ability to lead cross-functional teams and drive innovation while optimizing existing products and services.
Highest-signal resume keywords
Digital Product ManagementInnovation Strategy and ExecutionStakeholder ManagementCross-Functional LeadershipWealth Management Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product Vision DevelopmentImplementation PlanningPerformance ManagementQuantitative Insights AnalysisComplex Problem Solving
Soft Skills
Strategic ThinkingDecision-MakingCoaching and MentoringInfluencing SkillsPrioritization
Certifications & Qualifications
CFPCFA
Industry Keywords
Financial ServicesWealth ManagementClient Servicing ProcessesOperational OptimizationMatrixed Environments
About the role
Key responsibilities & impact- Lead a team of product professionals while serving as a hands-on product leader
- Oversee digital product management for multiple digital products or a strategic product portfolio
- Lead planning, development, implementation, and ongoing management of digital products supporting Vanguard's wealth management business
- Establish product vision, strategy, roadmaps, and priorities aligned with business objectives and client needs
- Partner with product, business, technology, engineering, UX, and operations stakeholders
- Solve complex business and product challenges
- Translate business needs into product requirements, implementation plans, and measurable outcomes
- Balance innovation and transformation initiatives with operation, optimization, and continuous improvement of existing products
- Drive stakeholder alignment and influence decisions in complex organizational environments
- Use qualitative and quantitative insights to improve client and crew experiences
- Coach product teams on product management best practices, execution, prioritization, and stakeholder management
- Support wealth management operations, client servicing, reporting, advisor coverage, householding, and teaming capabilities
- Participate in business planning, portfolio prioritization, funding discussions, and strategic decision-making
- Hire, evaluate, supervise, coach, and develop crew
- Establish performance expectations, review performance, and make compensation decisions
- Participate in special projects and perform other duties as assigned
Requirements
What you’ll need- Minimum of eight years related work experience
- At least three years of innovation strategy and execution experience
- Undergraduate degree or equivalent combination of training and experience
- Demonstrated experience solving complex business, operational, or product challenges
- Experience leading initiatives from strategy through implementation and measurable outcomes
- Strong stakeholder-management and cross-functional leadership skills
- Demonstrated ability to influence decisions and drive alignment across organizations
- Strong strategic thinking, prioritization, execution, and decision-making capabilities
- Experience balancing delivery of new capabilities while supporting existing products and services
- Experience in digital product management within financial services, wealth management, or related industries
- Knowledge of wealth management operating models, advisor experiences, or client-servicing processes
- Experience leading cross-functional teams in complex, matrixed environments
- CFP or CFA designation preferred
- Visa sponsorship is not available for this position
Benefits
Comp & perks- Hybrid work arrangement
- Quarterly travel to Dallas for candidates located outside Dallas
- Additional travel as business needs require
- Opportunities for crew development, coaching, and professional growth
