Vanguard

Manager

• Recruits, evaluates, and supervises team members
• Provides coaching, guidance, and training to support ongoing development
• Establishes performance expectations and conducts performance reviews
• Leads a team responsible for resolving end-user technical issues
• Oversees timely and effective resolution of technical issues
• Serves as a point of escalation for complex technical issues
• Develops, maintains, and oversees knowledge base articles and training materials
• Ensures accurate documentation and tracking of advanced end-user issues
• Manages escalated issues from the team
• Maintains knowledge of and compliance with IT policies and procedures
• Participates in special projects and performs additional duties as assigned
• Drives and monitors Key Performance Indicators (KPIs)

Manager, End User Support

Security Engineer

• Provide programmatic support and coordination for application and infrastructure security assessments.
• Own and manage the threat modeling engagement from intake through final reporting and closure.
• Coordinate workshop scheduling across multiple concurrent engagements, balancing priorities, dependencies, and resource availability.
• Partner with application teams, infrastructure owners, and product stakeholders to gather pre workshop information, technical documentation, architecture diagrams, and required artifacts.
• Ensure threat modeling workshop scope, assumptions, and prerequisites are clearly defined and validated prior to execution.
• Serve as the primary coordination point between cybersecurity, engineering, architecture, and product stakeholders for threat modeling and secure design activities.
• Build strong relationships with development and infrastructure teams to promote early engagement with security and “shift‑left” practices.
• Clearly communicate expectations, timelines, and outcomes to both technical and non‑technical audiences.
• Escalate risks, delays, or blockers to appropriate leaders in a timely, structured manner.
• Ensure threat modeling sessions and outcomes are accurately documented, including identified threats, assumptions, mitigations, and residual risks.
• Maintain high‑quality records in designated tools and repositories, ensuring traceability from threats to corresponding controls or backlog items.
• Support audit‑ready documentation and evidence requirements related to application and infrastructure security design.
• Produce regular reporting on volume, throughput, cycle times, and themes emerging from threat modeling activities.
• Coordinate with vulnerability management and risk teams to align threat modeling outcomes with broader risk registers, remediation workflows, and standards.
• Ensure that critical threats and design weaknesses are properly logged, tracked, and dispositioned through established risk processes.
• Support remediation follow‑up by partnering with technology owners to monitor progress on agreed mitigations.
• Apply program and project management best practices to manage complex, multi workstream assessment activities.
• Maintain assessment roadmaps, intake queues, and execution plans aligned to business and technology priorities.
• Leverage Agile and Scrum style practices where appropriate, including backlog management, sprint planning, stand ups, retrospectives, and dependency tracking.
• Act as a servant‑leader / facilitator for security‑focused work, removing impediments and enabling smooth execution across teams.
• Contribute to the refinement of threat modeling playbooks, templates, and checklists to drive consistency and ease of use.

Application Security Coordinator – Threat Modeling

Marketing Analyst

• Own ambiguous, complex problem spaces end-to-end
• Set analytical strategy and scalable frameworks
• Deliver advanced analytics that changes business decisions
• Lead through influence
• Executive-ready communication and storytelling
• Raise the bar for analytics maturity

Staff Marketing Strategy Analyst

Data Engineer

• Writes ETL (Extract / Transform / Load) processes, designs database systems, and develops tools for real-time and offline analytic processing
• Troubleshoots software and processes for data consistency and integrity
• Integrates data from a variety of sources for business partners to generate insight and make decisions
• Translates business specifications into design specifications and code
• Responsible for writing programs, ad hoc queries, and reports
• Ensures that all code is well structured, includes sufficient documentation, and is easy to maintain and reuse
• Partners with internal clients to gain a basic understanding of business functions and informational needs
• Gains working knowledge in tools, technologies, and applications/databases in specific business areas and company-wide systems
• Participates in all phases of solution development
• Explains technical considerations at related meetings, including those with business clients
• Tests code thoroughly for accuracy of intended purpose
• Reviews end product with the client to ensure adequate understanding
• Provides data analysis guidance as required
• Provides tool and data support to business users and fellow team members
• Tests and implements new software releases through regression testing
• Identifies issues and engages with vendors to resolve and elevate software into production
• Participates in special projects and performs other duties as assigned

Data Engineer – Specialist

Project Manager

• Manage projects or multiple workstreams within a broader project or program
• Develops, implements, and monitors project plans
• Contributes expertise to major project deliverables, milestones, and required tasks
• Provide insight on best practices and common obstacles based on prior experiences
• Serves as a trusted advisor to ensure projects are aligned with the overall company strategy and market conditions
• Communicates project status and issues regularly to stakeholders, including leaders, team members, and senior managers
• Builds and maintains effective relationships
• Proactively fosters communication between internal and external project stakeholders
• Influences key decisions across stakeholder groups
• Proactively identifies, manages, and mitigates risks and any related project issues
• Communicates solutions on key issues or projects to management and stakeholders to obtain their input and buy-in as appropriate
• Participates in special projects and performs other duties as assigned

Distribution Strategy Project Manager

Administrative Assistant

• Calendar Management: Maintain a complex and ever-changing calendar, proactively rearranging and rescheduling meetings based on priorities.
• Event Coordination: Organize and coordinate events, including full-day and multi-day on-sites and offsites.
• Expense Management: Manage expense reports and order/inventory department office supplies as needed.
• Communication: Maintain department distribution lists and provide accurate, complete, and timely management of phone and email messages.
• Meeting Preparation: Review schedules and ensure the person you are supporting is prepared, coordinating all appropriate team members/attendees with required materials.
• Professional Representation: Represent the department with a consistent and high level of professionalism, interacting with senior leaders and vendors with ease.
• Client Identification: Quickly identify clients, their affiliates, and their emails appropriately.
• Travel Coordination: Maintain travel arrangements, including global and international travel, supplying required documents and assisting with needed materials (vaccinations, etc.).
• Conference Room Management: Own executive conference room requests, rearranging and helping other parties identify alternate conference spaces.
• Special Projects: Participate in special projects and perform other duties as assigned.

Administrative Associate

Sales

• Achieves established sales and retention goals through strategic selling activities.
• Provides leadership and guidance to other sales executives, extended sales team members, and support staff.
• Develop a strategic sales plan to identify new business relationships.
• Partners with advisor organizations to drive acceptance of Vanguard solutions.
• Represents Vanguard's investments and services in various settings.
• Leverages vendor partnership to deliver 401k plan solutions.
• Develops strong relationships with senior and executive management of prospect and client organizations.
• Identifies prospect/client needs and proposes appropriate Vanguard solutions.
• Raises awareness of Vanguard's investments through targeted prospecting activities.
• Participates in special projects and performs other duties as assigned.

Senior Specialist, Small Market Virtual Sales

Data Scientist

• Develops complex queries and performs extensive programming to access, transform, and prepare data for statistical modeling
• Leads and executes deep dive diagnostic, predictive, and prescriptive analytics
• Mentors and develops junior data scientists and analysts
• Identifies and diagnoses data inconsistencies and errors
• Engages with internal stakeholders to understand and probe business processes
• Brings structure to requests and translates requirements into an analytic approach
• Guides test design, research design, and model validation
• Prepares and delivers insight presentations and action recommendations
• Communicates complex analytical findings and implications to business leaders
• Participates in special projects and performs other duties as assigned
• Designs scalable data mining models and reporting protocols

Data Scientist, Specialist

Financial Planning and Analysis

• Serve as an internal authority on various financial planning topics and strategies
• Partner with team leaders to define a strategic roadmap for financial planning content and capabilities
• Develop concise, high-impact thought leadership content—including research briefs, presentations, and planning insights—for advisors, clients, and internal stakeholders
• Collaborate with Vanguard’s Investment Strategy Group and other internal stakeholders to shape the firm’s perspective on key financial planning topics and integrate insights into our advice framework
• Design and deliver targeted training programs with Learning & Development to enhance advisor proficiency in financial planning concepts and strategies
• Represent the department in internal and external forums, client webinars, and speaking engagements; provide case consultation on complex client financial planning scenarios
• Provide case consultations to internal advisors and team members on complex financial planning scenarios
• Coach and develop investment analysts on the team, elevating standards for analytical depth, writing quality, and executive communication
• Lead or support special projects aligned with the team’s strategic goals

Senior Financial Planning Strategist

• Provides expert-level system analysis, design, development, and implementation of applications and databases
• Leads all phases of solution development
• Translates business and technical requirements into design specifications and code
• Writes complex programs, ETL processes, ad hoc queries, and reports
• Designs database systems and develops tools supporting real‑time and offline analytic processing
• Conducts and oversees testing activities
• Promotes code through development, test, and production environments
• Participates in and leads design, code, and test reviews

Senior Application Security Data Engineer

Program Manager

• Partner with senior and executive leaders to strengthen how work is managed, improved, and sustained.
• Provide high-impact, one-on-one coaching focused on management practices and leadership behaviors.
• Help leaders model right behaviors and create environments for continuous improvement.
• Assess organizational maturity and connect leaders with improvement resources.

Senior Business Program Manager

Account Manager

• Act as the primary point of contact for self-directed ultra-high-net-worth clients within your book of business, delivering a personalized, consistent, and high-touch experience.
• Build trust and deepen client loyalty by anticipating needs and aligning solutions through education and guidance — helping clients achieve their long-term goals.
• Engage in meaningful conversations on sophisticated topics such as partnering with advice, increasing share of wallet, private equity, trusts, margin, and charitable giving, expanding your expertise and client impact.
• Support strategic planning for your book of business and contribute to growth initiatives and client retention efforts.
• Foster strong relationships by connecting with clients through genuine curiosity, empathy, and a deep understanding of their financial aspirations.
• Deliver exceptional client service by proactively addressing inquiries, resolving issues efficiently, and ensuring a seamless experience across all touchpoints.
• Demonstrate credibility through deep technical knowledge of Vanguard’s products and services, proactively finding opportunities to strengthen client relationships.

Relationship Manager – Wealth Management

• Writes ETL processes, designs database systems, and develops tools for analytic processing
• Troubleshoots software and processes for data consistency and integrity
• Integrates large scale data from various sources for insight generation
• Responsible for writing complex programs, ad hoc queries, and reports
• Partners with internal clients to understand security functions and informational needs
• Tests code thoroughly for accuracy and reviews end product with the client

Application Security Data Engineer

• Lead end‑to‑end delivery of strategic initiatives sponsored by the Dallas Executive Team and HNW leadership
• Translate strategic priorities into clearly scoped programs with defined objectives, milestones, dependencies, and success metrics
• Develop and maintain integrated program plans, timelines, risk logs, and status reporting
• Proactively identify risks, issues, and interdependencies; drive mitigation plans and escalate as appropriate
• Establish and manage governance structures for executive‑sponsored initiatives
• Prepare high‑quality executive materials that enable timely and informed decision‑making
• Serve as the central point of coordination across business, functional, and regional partners
• Partner with HNW leadership to execute initiatives tied to growth, client experience, advisor enablement, talent outcomes, and operational effectiveness

HNW Business Program Manager

Product Manager

• Lead product management efforts across one or more strategic domains
• Identify and prioritize high-impact AI use cases that expand the AI assistant’s value to clients and internal stakeholders
• Work with senior product leadership along with peers leading other domain work to evolve its product vision, roadmap, and measurable success outcomes including quality, trust, adoption, and business impact
• Drive initiatives through discovery, feasibility assessment, experimentation, pilot, and scale
• Validate that Generative AI is the appropriate solution versus deterministic or rules-based approaches
• Define measurable quality bars and acceptance criteria for its outputs, including accuracy, completeness, compliance, explainability, and latency
• Establish evaluations for your domain area including ground truth creation, annotation strategies, precision and recall trade-offs, and continuous model monitoring
• Partner with data science and engineering to track model performance, drift, hallucinations, confidence thresholds, and flagged interactions
• Translate model behavior and evaluation results into actionable product decisions and iteration plans
• Continue to work with other product teams to manage human-in-the-loop systems, including review workflows, escalation paths, and confidence gating
• Collaborate closely with Legal, Compliance, Risk, and Data Governance to ensure appropriate disclosures, guardrails, and privacy controls are embedded from inception
• Define acceptable versus unacceptable use cases and ensure outputs align with enterprise standards for safety, transparency, and explainability
• Partner with UX and prompt engineers to design this AI assistant’s conversational experience, reducing ambiguity and supporting recovery from misunderstandings
• Balance accuracy, latency, and client trust in its conversational flows
• Leverage user feedback, flagged conversations, and behavioral metrics to continuously refine the AI assistant’s experience
• Work closely with engineering, data science, UX, legal, compliance, operations, and business stakeholders to align on priorities and deliverables
• Translate strategy into clear requirements, experiments, and execution plans
• Participate in ongoing planning, departmental prioritization activities, and enterprise AI strategy discussions as required