Head of Change Management, Advice and Wealth Management at Vanguard

Malvern, Pennsylvania, United States

Vanguard Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Wealth ManagementIndustries

Requirements

  • Proven change leader with expertise in organizational and client-facing transformation, stakeholder influence, and enterprise execution at-scale (financial services preferred)
  • Strategic thinker with deep expertise in organizational and client-facing transformation in large, complex environments
  • Executive presence with proven ability to influence, coach, and align senior leaders
  • Skilled at navigating ambiguity, balancing competing priorities, and bringing clarity in complex situations
  • Authentic leader who inspires trust, earns followership, and develops strong teams
  • Proactive, resilient, and adaptive—thrives in dynamic and fast-paced environments
  • Strong understanding of human behavior, client psychology, and change adoption principles

Responsibilities

  • Establish and lead a high-performing change management team, including recruiting, developing, and coaching top talent
  • Design and implement scalable change frameworks, tools, and methodologies that ensure consistent, measurable adoption
  • Define success metrics and embed accountability for adoption, effectiveness, and sustained business outcomes
  • Foster a business-wide culture of agility, adaptability, and resilience to accelerate transformation
  • Partner with senior AWM leaders to shape and execute change plans aligned with AWM’s strategy and enterprise priorities, ensuring smooth adoption for both employees and clients
  • Lead end-to-end change delivery for high-visibility, cross-functional initiatives with significant strategic impact, including client-facing transformations that require behavior change and adoption
  • Embed change management discipline into divisional planning processes, ensuring adoption is a core component of execution
  • Develop and deliver communication strategies that build awareness, alignment, and commitment to change across AWM’s employees and clients
  • Shape compelling narratives for executive sponsors, employees, and clients to articulate the “why” and the “what” of change
  • Build trusted relationships with senior stakeholders, program sponsors, and workstream leads to accelerate adoption and mitigate risks
  • Develop a divisional-wide community of change agents and champions, equipping leaders and managers with the skills to lead through change
  • Strengthen organizational capacity for transformation, ensuring AWM builds sustainable change “muscle” beyond individual projects

Skills

Change Management
Stakeholder Engagement
Leadership
Strategic Planning
Organizational Transformation
Team Building
Communication Strategies
Success Metrics
Change Frameworks
Executive Communication

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters
1975Year Founded
SECONDARYCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage
Onsite health clinic & fitness center
Health Smart Rewards program
Vanguard Retirement Savings Plan
Education Benefits
PTO
Family Planning Benefist
Parental leave
Personal development opportunities
Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.
Vanguard's stake in Steelcase exposes it to the volatile furniture market.
New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.
The firm offers low-cost investment products, making it attractive to cost-conscious investors.
Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.
The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.
Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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