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Senior Director, Data Management - Financial Advisor Services

Vanguard

Vanguard

Accounting & Finance, Sales & Business Development, Data Science
United States · Arizona, USA · Scottsdale, AZ, USA
Posted on Mar 6, 2026
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

Vanguard is 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.