Head Of Digital Wealth Practice, Personal Wealth

VANGUARD AUSTRALIA

Hybrid
Enterprise-wide digital strategy execution
Wealth management relationship acumen
Data and ai foundation intersection
Vanguard is transforming how it engages wealth management clients by leveraging digital and data capabilities to shape the future of the industry

Job Summary

  • Vanguard is transforming how it engages wealth management clients by leveraging digital and data capabilities to shape the future of the industry.
  • The role requires leading the end-to-end digitization of foundational wealth management practices including prospecting, needs discovery, and wealth transfer processes.
  • The company fosters a mission-driven culture that prioritizes long-term financial wellbeing and offers a hybrid working model for enhanced flexibility.

Matching Summary

Vanguard is transforming how it engages wealth management clients by leveraging digital and data capabilities to shape the future of the industry.

Skills & Requirements

Must-have

  • Enterprise-wide digital strategy execution
  • Wealth management relationship acumen
  • Data and AI foundation intersection
  • Client-centric journey design
  • Cross-functional collaboration with Technology

Nice-to-have

  • High performing team leadership capability
  • Compliance and scalability focus
  • Client-obsessed approach to simplicity
  • Strategic product and design integration

Key Requirements

  • Leadership experience in wealth management practices
  • Proven ability to scale complex offer journeys
  • Strong collaboration across AWM, PI, Technology, and Operations
  • No visa sponsorship available for this position

Work Rights

Must have Australian work rights; no visa sponsorship provided

Tailored Resume

Cover Letter