Head of Advisor Technology - Americas

Vanguard; Toronto; Hybrid; CAD 220,000 - 320,000; Full time

Job summary

Vanguard is seeking a Head of Advisor Technology – Americas to provide strategic and technical leadership for platforms that support Financial Advisor Services across Canada, Mexico, and South America. You will set the technology vision, guide engineering leaders, and ensure secure, resilient digital capabilities that power advisor and client experiences.

You will partner with business and enterprise technology leaders to drive modernization, enable growth, and deliver outcomes aligned to

Qualifications

• Minimum of ten years related work experience, with at least five years of project management experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

Responsibilities

• Owns the vision and strategy for delivering software releases for the business units, managing testing and vendor product selection.
• Leads staffing and operational plans; manages a global workforce and aligns goals with the overall strategy.
• Develops and enforces department policies; pursues continuous improvement and builds scalable technology solutions.
• Maintains relationships with key stakeholders to enable long-term collaboration and outcomes.
• Ensures staff compliance with IT and security policies and that deliverables meet requirements.

Job description

Are you ready to lead technology at a global scale? Join Vanguard as the Head of Advisor Technology – Americas, where you’ll provide strategic and technical leadership for platforms supporting Financial Advisor Services across Canada, Mexico, and South America. In this role, you’ll set the technology vision, guide high-performing engineering leaders, and ensure the delivery of secure, resilient, and scalable digital capabilities that power critical advisor and client experiences. You’ll partner closely with business, product, and enterprise technology leaders to drive modernization, enable growth, and deliver outcomes aligned to Vanguard’s mission of giving investors the best chance for investment success. This is a unique opportunity to influence strategy, lead at scale, and shape the future of technology across one of Vanguard’s most impactful global organizations.

In this role you will…

• Collaborate with Financial Advisor technology leaders worldwide to champion reuse, alignment, and platform consistency
• Own the vision and strategy for marketing technology (AEM, CDP, Marketo, etc.) and CRM capabilities supporting the Americas businesses
• Manage and develop high-performing engineering teams across multiple international locations, including Canada, Mexico, and the U.S.

Core Responsibilities:

• Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
• Provides full strategic ownership for delivering software releases relating to the product for the business units, managing the testing, evaluation, and selection of IT vendor products. Works with business clients to determine scope, and develops and implements environmental requirements for each project.
• Develops and implements staffing and operational plans. Effectively leverages various staffing options and manages a global workforce. Develops and implements short and long term department goals and ensures alignment with the overall strategy. Monitors service delivery metrics and overall performance.
• Develops and implements changes to department policies and procedures to meet changing business needs and to achieve department objectives. Identifies opportunities for continuous improvement and implements appropriate strategies and technologies for building products and delivering services.
• Leads quality initiatives to improve the delivery of service levels. Plans, develops, and executes short and long range goals to ensure divisional success.
• Develops and maintains relationships with key stakeholders to provide long-term collaborations and deliver successful business outcomes.
• Reviews expenses and ensures department operates within budgetary guidelines. Leads the strategy and execution to build, buy, and integrate business technology solutions.
• Ensures staff complies with information technology and information security policies and procedures, and verifies that deliverables meet requirements.
• Participates in special projects and performs other duties as assigned.
• Well-connected within the financial services industry, with active involvement in key professional organizations and chapters; comfortable serving as an external ambassador, including participation in panels, conferences, and speaking engagements.

Qualifications:

• Minimum of ten years related work experience, with at least five years of project management experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.