Malvern, PA, 19355, USA
23 hours ago
Senior Fixed Income Client Portfolio and Product Manager
About Vanguard Founded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to individual investors, institutions, and financial professionals. Vanguard operates under a unique, investor-owned structure where Vanguard fund shareholders own the funds, which in turn own Vanguard. As such, Vanguard adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. About the Fixed Income Product Team Vanguard’s Fixed Income Product Team houses the foremost fixed income experts—many of which have extensive investment experience—outside of the investing team. The team is responsible for representing the fixed income product line to clients as a proxy for our investing team. In addition, the Fixed Income Product Team is responsible for ensuring the health, quality, and completeness of Vanguard’s product line in service of enabling Vanguard’s clients. The Team owns product development for fixed income funds and ETFs. Summary As a Senior Fixed Income Client Portfolio and Product Manager you will be responsible for representing our active fixed income mutual funds and ETFs both internally and externally as one of the foremost authorities in the domain. You will also be aligned to a specific fixed income investment team, such as Investment Grade or High Yield Corporates, Municipals, Rates or one of the other teams. You’ll integrate with the team to enable you to bring more specific expertise to the product business and clients. You will play a critical part in further developing Vanguard’s fixed income ecosystem with analysis, education, and content creation that will cement Vanguard’s position as the industry leader in fixed income. You will also be integral in ensuring our product line is world class, not only in terms of what we offer, but how each of our products are functioning and how we communicate about them to clients. You will leverage your experience to level-up the existing team and help scale its expertise across the organization. You will establish yourself as a credible, collaborative business partner to critical stakeholders across the organization including investment leaders, portfolio managers, sales executives, and members of the executive team. As you achieve success in this role you will further accelerate Vanguard’s success and help set up the firm to continue to deliver industry-leading value to clients. What it Takes + 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 Vanguard's largest and most strategic clients. Acts as a Vanguard ambassador through media interviews and industry events as required. + Supports analyses of investment product issues confronting Vanguard's product line-up. Prepares and presents strategic analysis and recommendations to senior management at various forums. + Develops and maintains key internal partner relationships across the organization. + Leverages client and sales team feedback to support product health assessments and drive ongoing product improvements and positioning. + Attends and presents at industry conferences and client specific events related to the product category of focus. Acts as a Vanguard spokesperson for the product category with the press and industry liaisons. + Provides thought leadership in support of the Vanguard product lineup. + Translates views, positioning, strategies from their aligned desk to enhance impact in thought leadership, marketing collateral, and client engagements. + Contributes to new product launches and develops go-to market strategy launches. Participates in internal training and communications including training on launches and changes to existing products. + Participates in special projects as assigned. Qualifications + Ten years of demonstrated experience in product management and investment analysis/strategy with a preference for prior fixed income portfolio management, trading, strategy, and/or risk experience. + Undergraduate degree or equivalent experience. + This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. Special Factors + Familiarity with modern quantitative finance and portfolio construction preferred. + CFA (or other advanced, specialized certifications) preferred. + Graduate degree preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. Our commitment to diversity, equity, and inclusion Vanguard’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients. Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences. Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other. Vanguard’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report (https://corporate.vanguard.com/content/corporatesite/us/en/corp/who-we-are/we-care-about/diversity-equity-inclusion.html) . 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.
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