Vanguard · 2 hours ago
Senior Director, Data Management - Financial Advisor Services
Dallas/Ft. Worth, TX
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expVanguard’s Financial Advisor Services (FAS) is seeking a Senior Director to establish a robust data foundation that will support its future operations. The role focuses on operationalizing a domain-driven data strategy, ensuring the delivery of trusted and AI-ready data products that empower advisors and enhance client experiences.
FinanceFinancial Services
Responsibilities
Define and execute a domain-driven data management strategy aligned with FAS’s 2030 vision
Align FAS data domains (Advisor/Client, Financial, Engagement, Digital, Operations) with enterprise taxonomy and standards
Champion data-as-a-product principles: clear ownership, accountability for quality, accessibility, and business value
Build and lead a team covering governance, stewardship, data quality, metadata, master data management, risk, and integration
Develop a roadmap supporting real-time, analytics- and AI-ready data capabilities supporting hyper-personalization, agentic CRM, and territory dashboards
Implement governance from the start: policies, standards, and oversight across analytics and operational data
Establish data contracts, security lifecycle management, and metadata lineage for critical data elements
Drive consistent governance for third-party data packs and internal sources, ensuring compliance and trust
Lead onboarding and harmonization of multiple external data packs (assets and cash flow, advisor attributes, CRM enrichment, portfolio data)
Apply source-aligned ownership and enforce vendor governance: licensing, permitted use, freshness SLAs
Standardize ingestion, schema alignment, deduplication, and survivorship rules across domains
Partner with FAS Technology to implement modern patterns (lakehouse, master data management, catalog, data quality services)
Ensure metadata management, lineage visibility, and automated data quality remediation workflows
Deliver real-time data flows for operational and analytical use cases
Translate business needs into curated, governed data products (e.g., Sales Compensation, Models, Client Profile)
Publish data products in a catalog with clear contracts, glossary, and permitted use
Enable self-service analytics responsibly with embedded governance guardrails
Drive adoption of FAS data strategy through education and change management
Partner with Sales, Marketing, Product, Risk, and Enterprise Data Office to align priorities
Qualification
Required
10+ years in data management leadership; 5+ years in financial services
Expertise in domain-driven design, data governance frameworks, and data-as-a-product operating models
Experience integrating multiple third-party data sources and managing vendor governance
Strong knowledge of metadata, lineage, data quality, and cataloging
Familiarity with real-time data architectures and AI/analytics enablement
Bachelor's degree in Information Systems, Data/Analytics, Engineering or related field
Preferred
Experience with advisor/intermediary distribution data and taxonomies
Advanced degree or certifications (CDMP, DAMA, cloud)
Exposure to hyper-personalization, agentic AI architectures, and operational analytics use cases
Benefits
Vanguard is offering visa sponsorship for this position.
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.
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
H1B Sponsorship
Vanguard has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (286)
2024 (258)
2023 (182)
2022 (340)
2021 (166)
2020 (97)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2026-01-20
2025-09-05
2025-03-15
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