Retirement Income Product Owner

About this role

Own   retirement income   product   s trategy   within VWS,   bridging the gap between investment expertise and business accountability and   being   a   strategic collaborator to all parts of the product ecosystem .  

  Job Description  

Join the team shaping   the   investment offerings for America’s largest DC asset manager . In this senior role, you will   collaborate   across investments,   client   teams , and   functional   partners   to shape   strategy for   retirement income   products—bringing   a specialized blend of client, business, and investment   acumen   to a high-impact, fast-evolving product lineup.  

The Vanguard Workplace Solutions   (VWS)   mission is to bring investment success to millions of workers who participate in their employer-sponsored retirement plans.   The Strategy, Client Offer ,   Product   & Enablement   (SCOP E ) subdivision aligns business strategy, investment products, retirement consulting, and enablement functions to help ensure the right products and services are getting to the   plan sponsors, participants, and consultants   that can benefit from them.   

The Investment Product Strategy team supports these goals by owning the comprehensive investment product strategy:   d riv ing   participant financial success by evolving the VWS   i nvestment   p roduct   line-up   and   a ccelerat ing   growth of investment products in partnership with distribution teams .   

This open position is   one of   three   senior specialists   on the   VWS   Investment Product Strategy team, each with end-to-end ownership of a defined product category . The   team also includes   our   Product Insights sub-team   for   cross-category strategy and support .   This open   position   would be a Category Owner with a focus on   retirement income   products , inclusive of :  

• Owner of   VWS’s   holistic   retirement income   offer  

• Deep expert /accountability   for   insurance related   products   including   Target Retirement Lifetime Income Trust series , Stable Value, and Hueler Income Solutions  

• Secondary focus on   the investment methodology supporting   recordkeeping   and advice   services   

Core Responsibilities  

1.   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   w hen there is a need for an expert on the   holistic VWS   retirement income   offer including investments and recordkeeping/participant considerations.  

2. Leads analyses of investment product issues confronting Vanguard's product line-up. Leverages and manages cross-functional teams as required ,   inclusive of investments, product, sales, relationship management, distribution enablement, marketing, legal, operations, technology, and risk.   Prepares and presents strategic analysis and recommendations to senior management at various forums.  

3. Develops and maintains key internal stakeholder relationships across the organization.   Be the primary business point of contact for investment partners   for covered products   (e.g. PRD,   IMG ,ISG ) . Collaborate with enterprise counterparts on coordinated retirement income   approach .  

4.   Monitor s   health of category, competitive positioning, and industry trends to proactively identify opportunities for growth and retention, including ideas for new products or structural changes to existing products .   

5. 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.  

6. Provides thought leadership in support of the Vanguard product lineup.  

7.   Drives the creation of dynamic content and technical marketing used to position Vanguard investment products and to respond to investor   queries. Contributes to new product launches ,   develops go-to market strategies , and supports execution as needed .  

8. Contributes to new product launches.   Participates   in internal training and communications including training on launches and changes to existing products. Ensures coordination and consistency of product-related marketing initiatives and external communications across divisions.  

9.   M anage   third-party   relationships with TIAA ,   Micruity , and Hueler   to   ensure effective decision-making and product accountability   for   covered products .   

Qualifications  

• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. CFA preferred.  

• Ten years related work experience, including five years' experience in product management and investment analysis/strategy.  

• 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 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.

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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