Senior Director, Data Management - Financial Advisor Services

Location: Malvern, PA, Charlotte, NC, Dallas/Ft. Worth, TX, Scottsdale, AZ

Time Type: Full time

Job Description

Senior Director, Data Management - Financial Advisor Services

Vanguard’s Financial Advisor Services (FAS) business is seeking a Senior Director to establish the data foundation that will power FAS today and in the future. This role will operationalize FAS’s domain-driven, enterprise-aligned data strategy, ensuring trusted, governed, and AI-ready data products that empower advisors, enhance crew experiences, and strengthen Vanguard’s brand. The leader will drive data-as-a-product principles, establish governance from the start, and enable real-time insights for analytics and operational systems.

Leadership & Strategy

• 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.

Data Governance & Controls

• 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.

Third-Party Data Integration

• 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.

Data Architecture & Operations

• Vanguard Internal Use Only• 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.

Data Products & Enablement

• 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.

Stakeholder Management

• Drive adoption of FAS data strategy through education and change management.

• Partner with Sales, Marketing, Product, Risk, and Enterprise Data Office to align priorities.

Qualifications:

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.

Special Factors

Sponsorship

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.