Global Head of Equity Service
Vanguard · Malvern, PA · 1 mo ago
HybridFinanceFull-time
About the role
We are seeking a senior executive leader to define and lead Vanguard’s global Equity Service function, encompassing investment data, portfolio administration, and trade support capabilities across equity strategies.
Responsibilities
Enterprise Strategy & Operating Model Leadership
- Define and lead the global strategy for equity data, portfolio administration, and trade support services
- Establish operating principles, target state architecture, and strategic priorities aligned to investment objectives and enterprise risk frameworks
- Own the evolution of the global operating model, including standardization, automation, sourcing strategy, and scalability
Equity Trade Lifecycle & Service Excellence
- Oversee end-to-end equity trade lifecycle support, including data dependencies, execution readiness, and operational risk
- Ensure operational alignment with complex portfolios, new products, index changes, and market-driven activity
- Drive continuous improvement in service delivery, efficiency, and risk-aware execution
Investment & Executive Partnership
- Serve as a senior advisor to portfolio managers, traders, and investment leadership on execution risk, operational readiness, and strategic initiatives
- Influence outcomes on large-scale portfolio, platform, and market events
- Build and sustain executive-level partnerships across Investment Management, Technology, Risk, and external providers
Risk, Governance & Regulatory Oversight
- Establish and govern enterprise-wide frameworks for operational risk management, escalation, and issue resolution
- Represent the function in executive, regulatory, audit, and risk forums
- Ensure strong control environments and alignment with regulatory expectations and audit standards
Transformation & Innovation
- Drive modernization of investment data and trade support capabilities, including advanced data architecture, analytics, and automation
- Sponsor enterprise initiatives to improve integration across the investment lifecycle
- Lead adoption of scalable, data-driven capabilities that enhance agility and decision-making
Organizational Leadership
- Lead, develop, and scale a high-performing global organization
- Set performance expectations, drive talent development, and make informed compensation decisions
- Foster a culture of accountability, innovation, and continuous improvement
Business Enablement & Growth
- Ensure operational readiness for new equity products, portfolios, and strategies
- Direct enterprise response to market, index, and regulatory changes
- Enable growth through scalable, resilient service models
Qualifications
Experience:
- 10+ years of leadership experience across investment operations, equity trading support, portfolio administration, or investment data
- Demonstrated success leading global teams and enterprise-scale operating models
- Deep understanding of equity markets, investment products, and trade lifecycle execution
Leadership & Influence:
- Proven ability to influence senior stakeholders and operate effectively at the executive level
- Strong track record of driving transformation, automation, and operating model redesign
Functional Expertise:
- Expertise in investment data, portfolio operations, and trade support services
- Strong understanding of risk management, regulatory frameworks, and control environments
Education:
- Undergraduate degree or equivalent experience required
- Advanced degree preferred
Special Factors
Sponsorship:
Vanguard is not offering visa sponsorship for this position.