At Vanguard, we continue to transform prioritized domains to meet the needs of our 50 million investors. We are currently seeking an executive professional to lead our strategic modernization efforts in the role of Head of CRM and Desktop Experience Products for the Personal Investing division. The role centers on guiding the vision, strategy, and roadmap for our CRM systems and Crew desktop tools, all designed to revolutionize client interaction across all segments. Powered by Microsoft Dynamics, the core platform for client relationships, this role is pivotal to the next chapter of our technology evolution.

　　This is an opportunity to paint a new vision for our entire Personal Investing client interaction landscape. We have just transitioned to Microsoft Dynamics, setting the stage for a transformative period in how we manage relationships with our clients. You will be at the forefront of this change, driving the product roadmap for the future.

　　In this role, you will be responsible for:

　　- Strategic Leadership: Lead the modernization and transformation of our Crew desktop tools and CRM systems, incorporating disruptive technologies like AI-driven Copilots to enhance client interactions.

　　- Product Vision & Roadmap: Develop and execute a forward-looking product roadmap with a focus on leveraging Microsoft Dynamics as the core platform for managing client relationships.

　　- Customer Relationship Management: Exhibit deep domain expertise in CRM strategies, particularly in understanding various client segments and treatment strategies.

　　- Agile Product Management: Spearhead product sprints, focusing on client needs discovery, feature release, and scalability within an Agile framework.

　　-Internal Stakeholder Management: Serve as a crisp communicator adept at building relationships across various internal client segments; make decisions effectively, whether it's saying yes to propel initiatives forward or saying no when necessary.

　　What it takes:

　　- Deep expertise in Customer Relationship Management (CRM), particularly in sectors like Personal Investing or Wealth Management.

　　- Familiarity with Software-as-a-Service (SaaS) platforms like Microsoft Dynamics and Salesforce is highly desirable.

　　- Strong skills in Agile product management, including backlog management, feature development, and experimentation.

　　- Exceptional communication and influencing skills for vision sharing and gaining alignment.

　　- Proven analytical skills to leverage data for compelling insights.

　　- Ability to think strategically, manage multiple workstreams and stakeholders across different functions coupled with tactical execution skills.

　　- Bachelor's degree in computer science or engineering

　　- Master's degree preferred

　　- 10+ years of experience in Agile product ownership and management

　　- 10+ years of experience translating business strategy and analysis into consumer facing digital products

　　Special Factors

　　Sponsorship

　　Vanguard is not offering visa sponsorship for this position.

　　About Vanguard

　　We are Vanguard. Together, we're changing the way the world invests.

　　For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

　　We want to make success accessible to everyone. This is our opportunity. Let's make it count.

　　Inclusion Statement

　　Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

　　We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

　　When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

　　Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

　　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.