Vanguard
Financial Services
SeniorManager,WorkplaceFinancialWellness&AdvisedSolutions
Neural analysis suggests this role is
optimal for Manager candidates.
“Senior Manager, Workplace Financial Wellness & Advised Solutions at Vanguard. Skills: Financial wellness, Investment strategy, People leadership. Lead development and execution of investment and financial. Expand and evolve service models supporting B2B clients”
Industry & Context.
What They're Looking For.
Must Have
10–15+ years of experience in financial services, asset management, wealth management, or institutional investment advisory, 5+ years of people leadership experience, Demonstrated success operating in a regulated environment with supervisory responsibility, FINRA registrations (Series 7, 63, and 65) required or ability to obtain quickly
Nice to Have
Experience supporting institutional or workplace clients strongly preferred, Bachelor’s degree graduate degree (MBA or equivalent) preferred, CFA, CFP, or equivalent professional designation strongly preferred
What You'll Do.
Lead development and execution of investment and financial
Expand and evolve service models supporting B2B clients
Partner cross‑functionally with Product
Contribute subject‑matter expertise to thought leadership
and lead a team of investment
Set clear performance expectations
Conduct formal performance and compensation reviews
Build a high‑performance
Oversee complex investment analysis supporting institutional solutions
Maintain deep expertise in capital markets
Monitor industry trends
and regulatory developments
Conduct regulatory supervision of registered associates
Oversee effective use of internal and external data
Partner closely with Compliance and Risk to ensure
How You'll Work.
Team & Collaboration
Partner cross‑functionally; Partner closely with Compliance and Risk
Communication Scope
Thought leadership; External-facing insights
Full Job Description
**Senior Manager, Workplace Financial Wellness & Advised Solutions** **About the Role** Vanguard is expanding how we support workplace investors; moving beyond retirement‑only solutions to deliver holistic financial wellness across the full investor lifecycle. As part of this evolution, the Director, Institutional Investment Strategy & Financial Wellness will lead a team of investment professionals responsible for delivering investment insight, analysis, and advisory support to Vanguard’s B2B clients. This role is a senior people and strategy leader within Vanguard’s Workplace Solutions business. You will help shape how financial wellness products and investment services are positioned, supported, and delivered to institutional clients, while ensuring strong regulatory supervision and operational excellence. **In this role you will** * Lead the development and execution of investment and financial wellness strategies aligned to Vanguard’s workplace and institutional client offerings. * Expand and evolve service models supporting B2B clients, including investment advisory, managed solutions, and financial wellness capabilities. * Partner cross‑functionally with Product, Sales, Client Strategy, Marketing, Legal, and Compliance to enable effective client engagement and growth. * Contribute subject‑matter expertise to thought leadership, publications, and external‑facing insights that reinforce Vanguard’s position as an industry leader. * Hire, develop, and lead a team of investment professionals, including managers and senior analysts. * Set clear performance expectations, coach leaders, and conduct formal performance and compensation reviews in alignment with firm policies. * Build a high‑performance, inclusive culture focused on excellence, accountability, and talent development. * Oversee highly complex investment analysis supporting institutional solutions, including asset allocation, fund performance, and competitive positioning. * Maintain deep expertise in capit
Applying for this Senior Manager, Workplace Financial Wellness & Advised Solutions role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Vanguard?
Real rants from real employees. Read before you apply.