Head of Personalized Indexing Technology 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, Investment ManagementIndustries

Requirements

  • Proven success in senior technology leadership roles with a track record of delivering transformative outcomes
  • Deep experience with investment systems and portfolio optimization; CFA Level 1 and familiarity with Barra portfolio optimizer preferred
  • Strong foundation in software engineering, systems architecture, and cloud technologies
  • Demonstrated ability to scale technology organizations and lead distributed teams
  • Functional knowledge of the intermediary wealth market (e.g., RIA, Broker-Dealer channels)
  • Experience delivering technology solutions across the front-to-back asset and wealth management value chain
  • Skilled in managing both vendor and proprietary platforms with a focus on strategic flexibility and risk mitigation
  • Exceptional communication, collaboration, and stakeholder engagement skills
  • Expertise in Agile, DevOps, and modern software delivery methodologies
  • Maintain availability during U.S. market hours to support trading teams and ensure seamless collaboration with global partners
  • Bachelor’s or Master’s degree in Computer Science, Engineering, or related field (or equivalent experience)
  • 25% Travel Requirement
  • Strong technical background with fluency in data structures, algorithms, and modern software engineering practices (desirable)
  • Hands-on experience with Agile/Kanban, CI/CD pipelines, DevOps automation, and code quality frameworks (desirable)
  • Expertise in event-driven architecture, microservices, REST APIs, security, testing, and high-throughput deployments (desirable)
  • Familiarity with business architecture, domain modeling, and governance frameworks (desirable)
  • Advanced knowledge of big data and financial data frameworks (e.g., Kappa, Lambda architectures) (desirable)
  • Technical fluency in Python, Java, Kotlin, Docker, Redis/Elastic Cache, Apache Spark, PostgreSQL, AWS Cloud (desirable)
  • Relevant industry certifications (e.g., AWS) are a plus (desirable)

Responsibilities

  • Define and execute a forward-looking technology roadmap aligned with business goals (Technology Strategy & Innovation)
  • Evaluate emerging technologies and trends to drive innovation and long-term value (Technology Strategy & Innovation)
  • Oversee the design, development, and delivery of robust, scalable, and secure systems (Engineering & Architecture Leadership)
  • Champion modern engineering practices, DevOps, and cloud-native architectures (Engineering & Architecture Leadership)
  • Build, inspire, and mentor high-performing, globally distributed engineering teams (People & Culture Leadership)
  • Foster a culture of excellence, agility, and continuous learning (People & Culture Leadership)
  • Collaborate with product, operations, enterprise technology, investment, and distribution teams to prioritize initiatives and deliver measurable business outcomes (Cross-Functional Stakeholder Partnership)
  • Leverage deep understanding of investment systems (e.g., portfolio managers) and enterprise platforms (e.g., environment management, data infrastructure, cybersecurity) to align efforts and accelerate delivery (Cross-Functional Stakeholder Partnership)
  • Ensure operational resilience through automation, monitoring, and incident response (Operational Excellence & Risk Management)
  • Proactively identify and mitigate technical and operational risks (Operational Excellence & Risk Management)

Skills

DevOps
Cloud-Native Architectures
Cybersecurity
Data Infrastructure
Portfolio Management Systems
Automation
Monitoring
Engineering Practices

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.

Land your dream remote job 3x faster with AI