CIT Investment Product Strategy Manager, Specialist
Not Disclosed•Full-TimeHybrid
location_onPlanifyr
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission. We work for the long-term financial wellbeing of our clients, leading through products and services that transform their lives. From Malvern to Melbourne, this mission drives us forward and inspires us to be our best.
About the Role
This role supports the strategic assessment of new and existing investment products for the institutional marketplace. You will partner closely with senior leaders and cross-functional stakeholders to evaluate strategic, competitive, client, market, operational, and governance considerations. Your work will directly influence Vanguard's collective investment trust strategy by assessing new product opportunities and optimizing existing product portfolios.
In this position, you will synthesize qualitative and quantitative insights to develop data-driven recommendations that inform product strategy. You will frame tradeoffs, risks, and implications to support sound decision-making and alignment with Vanguard's long-term investment and client strategy. As a strategic partner to product leadership, you will challenge assumptions, surface key issues early, and help shape practical, client-focused recommendations that can be operationalized across the organization.
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.
Sponsorship
Vanguard is not offering visa sponsorship for this position.
Work location
Work model: Hybrid
Planifyr
Key Responsibilities
- check_circleLead strategic assessment of institutional retirement investment product offerings
- check_circleConduct deep analysis of market, competitive, client, and regulatory trends
- check_circleSynthesize insights to develop data-driven product strategy and pricing recommendations
- check_circleBuild partnerships with cross-functional stakeholders to advance strategic initiatives
- check_circlePrepare and present executive-ready recommendations for senior leaders and governance committees
- check_circleManage complex product research and strategy initiatives from inception through implementation
- check_circleEvaluate product strategy across multiple investment structures considering regulatory and financial implications
- check_circleTranslate complex investment issues into clear narratives to support decision-making
Requirements
- verifiedMinimum of five years of related work experience
- verifiedAt least three years in investment product and lifecycle management, product strategy, investment analysis, or related field
- verifiedUndergraduate degree or equivalent combination of training and experience
- verifiedCFA preferred
- verifiedAdvanced degree preferred
- verifiedNo visa sponsorship available
Nice to Have
Advanced degree and/or CFA. Experience in portfolio lifecycle management, institutional investment products, multi-asset solutions, or related product areas. Familiarity with a range of investment vehicles and structures, including mutual funds, collective vehicles, separate accounts, or other institutional offerings. Knowledge of industry, competitive, and client trends affecting the institutional asset management and retirement landscapes.
Similar Job Opportunities
Skills, education and keywords
Skills: Investment Product Lifecycle Management, Product Strategy, Investment Analysis, Strategic Analysis, Portfolio Strategy, Market Research, Competitive Benchmarking, Business Case Development, Quantitative Analysis, Cfa.
Education: Undergraduate degree required; Advanced degree preferred.
Frequently asked questions about CIT Investment Product Strategy Manager, Specialist at Vanguard
What does a CIT Investment Product Strategy Manager, Specialist at Vanguard do?expand_more
In this CIT Investment Product Strategy Manager, Specialist at Vanguard role, you will lead strategic assessment of institutional retirement investment product offerings; conduct deep analysis of market, competitive, client, and regulatory trends; synthesize insights to develop data-driven product strategy and pricing recommendations; and build partnerships with cross-functional stakeholders to advance strategic initiatives.
What are the requirements for this CIT Investment Product Strategy Manager, Specialist role?expand_more
To qualify for the CIT Investment Product Strategy Manager, Specialist at Vanguard position, applicants should have: Minimum of five years of related work experience; At least three years in investment product and lifecycle management, product strategy, investment analysis, or related field; Undergraduate degree or equivalent combination of training and experience; CFA preferred; Advanced degree preferred; and No visa sponsorship available.
Where is the CIT Investment Product Strategy Manager, Specialist role at Vanguard located?expand_more
CIT Investment Product Strategy Manager, Specialist at Vanguard is based in Planifyr. This is a hybrid role.
Is this CIT Investment Product Strategy Manager, Specialist job remote, hybrid, or on-site?expand_more
Vanguard has listed this CIT Investment Product Strategy Manager, Specialist role as hybrid.
How much experience is required for this CIT Investment Product Strategy Manager, Specialist role?expand_more
Candidates for CIT Investment Product Strategy Manager, Specialist at Vanguard should have senior.
What skills do you need for the CIT Investment Product Strategy Manager, Specialist role at Vanguard?expand_more
Key skills for CIT Investment Product Strategy Manager, Specialist at Vanguard include Investment Product Lifecycle Management; Product Strategy; Investment Analysis; Strategic Analysis; Portfolio Strategy; Market Research; Competitive Benchmarking; and Business Case Development.
What education is required for CIT Investment Product Strategy Manager, Specialist at Vanguard?expand_more
Educational requirements for this role: Undergraduate degree required; and Advanced degree preferred.
What category does the CIT Investment Product Strategy Manager, Specialist role belong to?expand_more
CIT Investment Product Strategy Manager, Specialist at Vanguard is part of the accounting & finance job category on Recrutus.