Vanguard · 1 month ago
Private Investment Senior Product Manager
Vanguard is a company dedicated to the long-term financial wellbeing of its clients. The Private Investment Senior Product Manager acts as an ambassador for Vanguard's private investment products, providing support to client engagements and ensuring product health through market analysis and collaboration with stakeholders.
FinanceFinancial Services
Responsibilities
Acts as an investment expert both internally and externally in the industry. Provides investment support and guidance to relationship management and sales teams; is regularly called upon to participate in meetings with clients
Leads analyses of private investment product issues confronting Vanguard's private investment product line-up. Leverages and manages cross-functional teams as required. Prepares and presents strategic analysis and recommendations to senior management at various forums
Develops and maintains key internal stakeholder relationships across the organization
Leverages the client and sales feedback on private investment products in order to assess product health and drive ongoing product improvements and positioning
Attends and presents at industry conferences and client specific events related to the private investment product category of focus
Provides thought leadership in support of the Vanguard private investment product lineup
Drives the creation of dynamic content and technical marketing used to position Vanguard private investment products and to respond to investor queries. Contributes to new product launches and develops go-to market strategies
Facilitates internal training and communications including training on launches and changes to existing private investment products. Ensures coordination and consistency of product-related marketing initiatives and external communications across divisions
Supports business line research agendas to enhance client experience and business results
Participates in special projects and performs other duties as assigned
Qualification
Required
Eight years related work experience, including five years experience in client facing private markets product management and investment analysis/strategy
Undergraduate degree or equivalent combination of training and experience
FINRA Series 7 & 63 licenses or the ability to obtain them within a reasonable period of time
Preferred
Graduate degree preferred
CFA/CAIA preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Recent News
2026-01-20
2025-09-05
2025-03-15
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