Senior Product Lead: UK Personal Investor at Vanguard

London, England, United Kingdom

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Investment, FintechIndustries

Requirements

Strong knowledge of the investment landscape, including senior experience within the direct to consumer and/or Advice sector
Demonstrated background of successfully leading cross-functional teams on major (multi year) projects and track record of delivering results and change
Strong stakeholder management and communication skills
Ability to navigate and lead others through change and ambiguity
Comfortable working with data and using this to generate insights and drive decisions
Knowledge of the UK regulatory environment
Undergraduate degree or equivalent combination of training and experience

Responsibilities

Develops and executes the Product vision & strategic approach, overseeing both human and digital touchpoints and managing the implementation roadmap
Leads the design and enhancement of targeted support journeys and interventions to positively influence investor behavior
Collaborates with cross-functional teams to establish best practices that significantly enhance client experience while ensuring compliance with regulatory, legal, and brand standards
Defines, tracks, and is accountable for key performance indicators (KPIs) related to client outcomes across all supported journeys, continually monitoring progress against established targets
Establishes and leads the Client Outcomes Forum in partnership with the Product Governance function to drive continuous improvement
Creates and maintains a structured framework for CX experimentation, fostering ongoing learning and innovation initiatives
Utilizes a variety of qualitative and quantitative analysis techniques to systematically enhance the client experience
Engages actively within the market to stay informed about the latest CX trends, innovations, and technologies, ensuring our backlogs reflect current best practices
Participates in and influences business planning and departmental prioritization to align CX initiatives with broader organizational goals

Skills

Product Strategy

Experience Design

Behavioral Science

Experimentation

Cross-functional Collaboration

Roadmap Management

Client Outcomes

Investor Behavior

Digital Touchpoints

Support Journeys

Governance

Testing

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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