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Lead Vanguard’s equity liquidity management as Head of Liquidity Service, steering complex portfolio flows and operational excellence.
Drive global equity operations with strategic vision, team leadership, and real‑time decision making.
Title: US Head of Liquidity Service
Location: Malvern, PA
Description: Shape the future of equity trading and liquidity management in a highly visible leadership role at the core of Vanguard’s investment ecosystem. As Head of Equity Liquidity, you’ll lead a senior, specialist team focused on some of the most complex and high‑stakes portfolio flows—partnering closely with portfolio managers, traders, and global counterparts to navigate cash flow, liquidity, and in‑kind transactions that require precision, coordination, and real‑time decision‑making. This is a unique opportunity for a “player‑coach” leader to combine deep investment expertise with hands‑on operational leadership, driving seamless execution while influencing how liquidity strategy and global equity operations evolve at scale.
Responsibilities
- Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
- Sets direction for portfolio administration, investment operations, data management, and trade readiness services supporting complex portfolios, products, and market activity globally. Translates strategic priorities into scalable operating plans that drive service quality, efficiency, resiliency, and risk mitigation across the region.
- Serves as a senior operational advisor to investment leaders, portfolio managers, traders, and business leaders on operational readiness, execution risk, and large‑scale portfolio, market, or platform initiatives. Builds and sustains executive‑level partnerships with investment leadership, technology, risk, and external service providers.
- Owns enterprise‑level escalation and resolution frameworks for material operational risks, establishing decision protocols that align with governance, regulatory, and risk management expectations and ensure consistent application of root‑cause analysis and sustainable remediation.
- Leads and oversees the strategic operating model evolution, including global standardization, automation, outsourcing strategy, and adoption of advanced data and analytics capabilities. Establishes and governs global operating standards, data controls, and service delivery models to ensure consistency, resiliency, and risk alignment across regions.
- Leverages deep investment knowledge to oversee end‑to‑end trade lifecycle processes, evaluate material operational risks, and shape risk‑aware execution and control outcomes across portfolios and strategies.
- Represents the function in audit, risk, vendor, and governance forums, and drives remediation and control enhancements to protect operational integrity and enterprise risk posture.
- Maintains and expands investment knowledge of financial markets, investment products, regulatory developments, and investment management functional areas. Ensure team readiness to anticipate impacts to evolving business needs and external market conditions. Oversee adherence to operating procedures, documentation standards, and continuous improvement initiatives to enhance efficiency, scalability, and control.
- Sponsors enterprise and divisional initiatives that shape the future investment operating model and strengthen positioning across the platform. Oversee process improvement initiatives to ensure efficiency and risk management.
- Leads operational strategy for new portfolios, products, or market‑driven initiatives, overseeing requirements definition, data validation, testing, and implementation across teams. Monitors market, index, regulatory, and business developments; assesses downstream operational impacts and directs required data, process, and control changes.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of eight years’ experience in the Financial Services industry or related experience preferred. Supervisory experience required.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- Liquidity and cash flow expertise, especially within equity portfolios.
- Strong technical investment knowledge (e.g., in‑kind transactions, complex flows.)
- Real‑time decision‑making and problem solving in high‑stakes scenarios.
- Player‑coach leadership.
- Cross‑functional coordination (portfolio managers, traders, distribution teams).
- Experience managing complex, high‑risk transactions that require coordination across multiple stakeholders.
- Background in liquidity management, cash flow, or trading support environments.
- Proven ability to handle escalations and non‑standard scenarios.
Special Factors
Sponsorship
Vanguard is not 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.