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Head of AI/ML for Advice, Wealth, and Strategic Enablement

Vanguard

Vanguard

Software Engineering, Data Science
Malvern, PA, USA · Charlotte, NC, USA
Posted on Saturday, November 18, 2023

AI/ML strategies focused on client insights, working collaboratively with product owners and business partners to enhance our capabilities. You will be accountable for ensuring the high-quality end-to-end execution of AI/ML projects, managing a team of data scientists, and fostering close partnerships with cross-functional teams.

Introduction:

Vanguard, a global leader in investment management, is at the forefront of empowering personal investors to achieve financial success. Recognizing the pivotal role of advice and wealth management in the journey of our investors, we are seeking a dynamic and experienced Head of Data Science for Advice, Wealth, and Strategic Enablement to lead some of our transformative initiatives. This role is integral in shaping and executing the AI/ML strategy that underpins our commitment to providing unparalleled financial guidance and services to our clients.

Role Overview:

As the Head of Data Science for Advice, Wealth, and Strategic Enablement, you will manage a team of data scientists to drive the development and execution of AI/ML strategies focused on client insights, working collaboratively with product owners and business partners to enhance our capabilities. You will be accountable for ensuring the high-quality end-to-end execution of AI/ML projects, managing a team of data scientists, and fostering close partnerships with cross-functional teams.

Responsibilities:

  • Collaborate closely with product owners and business partners to formulate and execute comprehensive AI/ML strategies and use cases aligned with business objectives.

  • Take accountability for the successful end-to-end execution of AI/ML projects, ensuring the delivery of high-quality solutions that meet business needs.

  • Manage and lead a team of data scientists, providing leadership, guidance, and mentorship to foster a collaborative and high-performance culture.

  • Foster close partnerships with business analysts, architects, subject matter experts, and other stakeholders to drive synergies and successful project outcomes.

  • Stay abreast of industry developments in financial advice and wealth management, as well as advancements in AI/ML techniques and technologies.

  • Engage in thought leadership discussions by demonstrating a deep understanding of business metrics and their impact on strategic decision-making.

  • Proactively identify and propose new AI/ML opportunities that have the potential to drive scalable business outcomes.

  • Represent Vanguard in internal and external forums.

Qualifications:

  • At least 10 years of experience in the data science space with a minimum of 3 years directly managing data science functions in financial services

  • Exceptionally organized, takes full accountability for team's deliverables, and can zoom-in and zoom-out on technical details as needed.

  • Demonstrated experience working with large, complex data sets, including customer 360 data, call and chat transcripts, and other unstructured data sources.

  • Proven experience in building AI/ML/NLP solutions, including recommender systems, attrition models, forecasting, complaints detection, etc.. leveraging both structured and unstructured data.

  • Technology savvy with a strong understanding of data architecture and model deployment processes, including experience with cloud AI/ML platforms such as Sagemaker, Vertex AI, Azure, etc.

  • Exceptional written and verbal communication skills, with a demonstrable ability to build business partner relationships and influence stakeholders for AI/ML adoption.

  • Proven track record of building world-class data science teams, developing bench strength, and displaying a strong bias towards action with a results-driven mindset.

  • This role presents a unique opportunity to contribute significantly to the Personal Investor transformation at Vanguard, advancing our capabilities in advice and wealth management through cutting-edge AI/ML solutions. If you are a seasoned data science leader with a passion for driving innovation in the financial services sector, we invite you to join us on this exciting journey.

Other requirements:

  • 10-20% travel may be required.

Special Factors

Sponsorship

Vanguard is offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.

AI/ML strategies focused on client insights, working collaboratively with product owners and business partners to enhance our capabilities. You will be accountable for ensuring the high-quality end-to-end execution of AI/ML projects, managing a team of data scientists, and fostering close partnerships with cross-functional teams.

Introduction:

Vanguard, a global leader in investment management, is at the forefront of empowering personal investors to achieve financial success. Recognizing the pivotal role of advice and wealth management in the journey of our investors, we are seeking a dynamic and experienced Head of Data Science for Advice, Wealth, and Strategic Enablement to lead some of our transformative initiatives. This role is integral in shaping and executing the AI/ML strategy that underpins our commitment to providing unparalleled financial guidance and services to our clients.

Role Overview:

As the Head of Data Science for Advice, Wealth, and Strategic Enablement, you will manage a team of data scientists to drive the development and execution of AI/ML strategies focused on client insights, working collaboratively with product owners and business partners to enhance our capabilities. You will be accountable for ensuring the high-quality end-to-end execution of AI/ML projects, managing a team of data scientists, and fostering close partnerships with cross-functional teams.

Responsibilities:

  • Collaborate closely with product owners and business partners to formulate and execute comprehensive AI/ML strategies and use cases aligned with business objectives.

  • Take accountability for the successful end-to-end execution of AI/ML projects, ensuring the delivery of high-quality solutions that meet business needs.

  • Manage and lead a team of data scientists, providing leadership, guidance, and mentorship to foster a collaborative and high-performance culture.

  • Foster close partnerships with business analysts, architects, subject matter experts, and other stakeholders to drive synergies and successful project outcomes.

  • Stay abreast of industry developments in financial advice and wealth management, as well as advancements in AI/ML techniques and technologies.

  • Engage in thought leadership discussions by demonstrating a deep understanding of business metrics and their impact on strategic decision-making.

  • Proactively identify and propose new AI/ML opportunities that have the potential to drive scalable business outcomes.

  • Represent Vanguard in internal and external forums.

Qualifications:

  • At least 10 years of experience in the data science space with a minimum of 3 years directly managing data science functions in financial services

  • Exceptionally organized, takes full accountability for team's deliverables, and can zoom-in and zoom-out on technical details as needed.

  • Demonstrated experience working with large, complex data sets, including customer 360 data, call and chat transcripts, and other unstructured data sources.

  • Proven experience in building AI/ML/NLP solutions, including recommender systems, attrition models, forecasting, complaints detection, etc.. leveraging both structured and unstructured data.

  • Technology savvy with a strong understanding of data architecture and model deployment processes, including experience with cloud AI/ML platforms such as Sagemaker, Vertex AI, Azure, etc.

  • Exceptional written and verbal communication skills, with a demonstrable ability to build business partner relationships and influence stakeholders for AI/ML adoption.

  • Proven track record of building world-class data science teams, developing bench strength, and displaying a strong bias towards action with a results-driven mindset.

  • This role presents a unique opportunity to contribute significantly to the Personal Investor transformation at Vanguard, advancing our capabilities in advice and wealth management through cutting-edge AI/ML solutions. If you are a seasoned data science leader with a passion for driving innovation in the financial services sector, we invite you to join us on this exciting journey.

Other requirements:

  • 10-20% travel may be required.

Special Factors

Sponsorship

Vanguard is offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.