Head of Advice Tech & Portfolio Optimization

Vanguard

Dallas (TX)

Hybrid

USD 250.000 - 350.000

Vollzeit

14 Tage+

Erhalte eine Antwort von diesem Arbeitgeber

Dein Lebenslauf und dein Anschreiben, genau auf das zugeschnitten, was gesucht wird.

Schaffe es an den ATS-Filtern vorbei

Zusammenfassung

Vanguard is seeking a senior technology leader to head Advice Portfolio Construction Technology, building in-house platforms for risk profiling, asset allocation, and portfolio construction at scale. You will lead a diverse, global engineering organization and partner with investment leaders to translate complex concepts into scalable tech solutions.

The role emphasizes transforming from rules-based to risk-based optimization, with a multi-year plan and a budget around $25M.

Qualifikationen

  • Proven experience leading large engineering organizations and managing senior leaders.
  • Deep investment domain knowledge in portfolio construction and risk-based optimization.
  • Track record of delivering multi-year platform transformations.
  • Ability to influence without direct authority.
  • CFA or comparable certification is a strong plus (not required).

Aufgaben

  • Lead ~12 full-stack engineering teams across multiple locations; develop leadership bench.
  • Drive adoption of modern engineering practices (CI/CD, observability, AI-assisted development).
  • Build platforms for risk profiling, asset allocation, and portfolio construction.
  • Translate investment concepts into scalable technology solutions.
  • Shape technology strategy across advice, portfolio management, and client experience.

Kenntnisse

Leadership
Portfolio construction
Risk management
Stakeholder management
Distributed systems
Platform transformation

Ausbildung

CFA certification

Tools

Aladdin
Charles River
MSCI
InvestCloud
Orion
Envestnet

Jobbeschreibung

Vanguard is seeking a senior technology leader to head Advice Portfolio Construction Technology, building in-house platforms for risk profiling, asset allocation, and portfolio construction at scale. You will lead a diverse, global engineering organization and partner with investment leaders to translate complex concepts into scalable tech solutions.

The role emphasizes transforming from rules-based to risk-based optimization, with a multi-year plan and a budget around $25M.

Hol dir deinen kostenlosen, vertraulichen Lebenslauf-Check.

oder ziehe deine Datei hierhin.

Similar jobs

Ähnliche Jobs, die dir auch gefallen könnten

Head of Advice Tech: Portfolio Construction & Risk Platform
Head of Advice Tech: Portfolio Construction & Risk Platform

Vanguard • Malvern

Hybrid
USD 350.000 - 520.000
Hybrid working model
Mission-driven culture
Head of Advice Portfolio Construction Technology
Head of Advice Portfolio Construction Technology

Vanguard • Dallas (TX)

Hybrid
USD 250.000 - 350.000
Head of Advice Portfolio Construction Technology
Head of Advice Portfolio Construction Technology

Vanguard • Malvern

Hybrid
USD 350.000 - 520.000
Hybrid working model
Mission-driven culture
Remote Senior Portfolio Strategist — Advisor Solutions
Remote Senior Portfolio Strategist — Advisor Solutions

Vanguard • Washington

Hybrid
USD 140.000 - 210.000
Head of Portfolio & Wealth Product Strategy
Head of Portfolio & Wealth Product Strategy

Vanguard • Malvern

Hybrid
USD 210.000 - 320.000
Hybrid work model
Director, Financial Planning Methodology & Innovation
Director, Financial Planning Methodology & Innovation

Vanguard • Dallas (TX)

Hybrid
USD 180.000 - 250.000
Hybrid work model
Senior Portfolio Strategist — Remote/Hybrid Advisory
Senior Portfolio Strategist — Remote/Hybrid Advisory

Archer • Miami (FL)

Hybrid
USD 152.000 - 268.000
Hybrid work model
Remote work within US
Director, AI-Driven Financial Planning Methodology
Director, AI-Driven Financial Planning Methodology

Vanguard • Charlotte (NC)

Hybrid
USD 140.000 - 190.000
Hybrid-Work Portfolio Management Platform Leader
Hybrid-Work Portfolio Management Platform Leader

Vanguard • Charlotte (NC)

Hybrid
USD 220.000 - 380.000
Hybrid working model
Senior Manager, Advice Methodology
Senior Manager, Advice Methodology

The Vanguard Group • Malvern

Vor Ort
USD 180.000 - 280.000