Vanguard
Program Manager, Direct Indexing DistributionLocation: Oakland, CAAbout Just InvestJust Invest, an SEC-registered investment adviser and independently operated, wholly owned subsidiary of The Vanguard Group, is a tech-driven asset manager that uses large-scale data analysis, quantitative algorithms and risk modeling to deliver innovative portfolio and tax management, greater client engagement and world-class economics for both advisors and their clients.
The firm empowers advisors to enter the new era of wealth management, driven by unprecedented customization through its proprietary direct indexing technology and transparent, efficient tax management.Job DescriptionWe’re currently searching for a Program Manager, Direct Indexing Distribution to strategize and implement distribution program initiatives from inception to completion.
The ideal candidate will have a sharp business mind and a strong talent for project coordination and execution.
This candidate is motivated by the desire to optimize productivity and nurture program success.
The Program Manager will oversee the development of programs that support Vanguard direct indexing distribution objectives.
This candidate will maintain organizational standards of satisfaction, quality, and performance while managing multiple projects across various departments.
They will bring a strong communication style to influence multiple decision makers, secure commitment, and buy-ins for programs and initiatives to reflect Vanguard direct indexing vision and priorities.Day-to-day Responsibilities* Work closely with project sponsor and assigned cross-functional teams to plan and develop scope, deliverables, resources, work plan, and timing for distribution initiatives* Develop and manage resources for projects and be accountable for delivering against established objectives* Analyze, evaluate, and resolve risks, and produce detailed reports for management and stakeholders* Lead cross-functional projects to integrate distribution tools and technology between Just Invest and Vanguard* Identify and maintain requirements needed from cross-functional teams and external vendors for launch of campaigns, initiatives, and platforms* Run trainings on new processes, tools, and programs for distribution initiatives* Other duties as assignedWhat We’re Looking For* Bachelor’s degree in business administration or related field* 2+ years in a program management role or equivalent* Exceptional leadership, time management, facilitation, and organizational skills* Excellent Knowledge of performance evaluation and change management principles* Thorough understanding of project/program management techniques and methods* Excellent knowledge of MS Office; working knowledge of program/project management software (Basecamp, MS Project etc.) is a strong advantage* Excellent communication skills* Excellent problem-solving abilityJust Invest is not offering sponsorship for this position.About VanguardWe 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 StatementVanguard’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.