Client Experience Product Owner - Personal Advisor Services
Current
Nov 2021 - Present
AeroLeads people directory · profile
Jill Caffarella Email & Phone Number
Client Experience Product Owner - Personal Advisor Services
at
Vanguard
2 work emails found
@vanguard.com
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Client Experience Product Owner - Personal Advisor Services
Location
Collegeville, Pennsylvania, United States
Company size
Who is Jill Caffarella? Overview
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Quick answer
Jill Caffarella is listed as Client Experience Product Owner - Personal Advisor Services at Vanguard, a company with 19280 employees, based in Collegeville, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Jill Caffarella.
Jill Caffarella previously worked as Product Owner at T. Rowe Price and Personal Advisor Services Product Owner, Specialist at Vanguard. Jill Caffarella holds Bachelor'S Degree, Business Administration And Management, General from University Of Phoenix.
Company email context
Email format at Vanguard
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{first}_{last}@vanguard.com
92% confidence
AeroLeads found 2 current-domain work email signals for Jill Caffarella. Compare company email patterns before reaching out.
Profile bio
About Jill Caffarella
Accomplished and results-oriented professional with strong business acumen and 15+ years of continuous success in product ownership and project management within the financial services industry. Equipped with proven aptitude to understand stakeholder requirements, manage expectations, and bridge the knowledge / communication gap between business and technology disciplines. Strategic thinker and planner with a creative mindset in leading multi-million-dollar programs / projects that strengthen company growth, improve internal efficiencies, and generate profitability / scalability.
Current workplace
Jill Caffarella's current company
Company context helps verify the profile and gives searchers a useful next step.
Vanguard
12 roles
Jill Caffarella work experience
A career timeline built from the work history available for this profile.
Product Owner
May 2021 - Oct 2021
Personal Advisor Services Product Owner, Specialist
Execute a multi-faceted product owner role, directing a multi-million-dollar enterprise-wide program initiative from inception-to-delivery with a focus on expanding the current Personal Advisor Services offer to 401k participants and enhancing the current state technology platform.
Feb 2020 - May 2021
Personal Advisor Services Product Owner
Responsible for the design, development, and delivery of the Tax Loss Harvesting user experience.Planned and estimated 3-week sprint goals in a time-efficient manner that allowed the agile teams to deliver 100% of the technology ahead of the client pilot schedule.
Feb 2018 - Feb 2020
Digital Strategy Product Owner, International Marketing
Product owner of the marketing initiatives for both United Kingdom and Australia advisor businesses. Defined scope and deliverables of all projects to achieve desired outcomes for business to support the objectives of the division.
Jun 2017 - Feb 2018
Personal Advisor Services Product Owner
Partnered with various stakeholders across the enterprise to create new services and experiences for Retail advice clients. Used Agile software development principles to create a personalized web experience and reduce advisor onboarding phone calls by 50%. Represented key stakeholders’ needs by synchronizing with leadership and key stakeholders across the.
Jun 2012 - Jun 2017
Business Technology Operations Project Leader
Identified project dependencies and critical paths as well as scheduled project timelines and milestones using appropriate tools. Developed and delivered progress reports, proposals, requirements documentation, and presentations to executive management.
Apr 2010 - Jun 2012
Nonqualified Plan Services Project Leader
Sep 2006 - Apr 2010
Defined Benefit Services Data Analyst
Jan 2006 - Sep 2006
Defined Benefits Services Project Leader
Oct 2004 - Jan 2006
Defined Benefit Services Associate
Mar 2001 - Oct 2004
Variable Annuity Associate
Feb 1999 - Mar 2001
Team & coworkers
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts for 19280 employees →
SM
Seshashyama M.
Colleague at Vanguard
United States, United States
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EW
Elizabeth Wade
Colleague at Vanguard
Arvada, Colorado, United States, United States
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QS
Qiang Song
Colleague at Vanguard
New York City Metropolitan Area, United States, United States
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LS
Lisa Santos
Colleague at Vanguard
Phoenix, Arizona, United States, United States
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TP
Tyler Park
Colleague at Vanguard
United States, United States
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RM
Rich Morgan
Colleague at Vanguard
West Chester, Pennsylvania, United States, United States
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YK
Yael Kalman
Colleague at Vanguard
Wynnewood, Pennsylvania, United States, United States
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GR
Grant Rosen
Colleague at Vanguard
Dallas-Fort Worth Metroplex, United States
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RK
Rebecca Katz
Colleague at Vanguard
Wilmington, Delaware, United States, United States
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SZ
Sarah Zaikowski
Colleague at Vanguard
King Of Prussia, Pennsylvania, United States, United States
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Seshashyama M.
Colleague at Vanguard
United States, United States
View →
EW
Elizabeth Wade
Colleague at Vanguard
Arvada, Colorado, United States, United States
View →
QS
Qiang Song
Colleague at Vanguard
New York City Metropolitan Area, United States, United States
View →
LS
Lisa Santos
Colleague at Vanguard
Phoenix, Arizona, United States, United States
View →
TP
Tyler Park
Colleague at Vanguard
United States, United States
View →
RM
Rich Morgan
Colleague at Vanguard
West Chester, Pennsylvania, United States, United States
View →
YK
Yael Kalman
Colleague at Vanguard
Wynnewood, Pennsylvania, United States, United States
View →
GR
Grant Rosen
Colleague at Vanguard
Dallas-Fort Worth Metroplex, United States
View →
RK
Rebecca Katz
Colleague at Vanguard
Wilmington, Delaware, United States, United States
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SZ
Sarah Zaikowski
Colleague at Vanguard
King Of Prussia, Pennsylvania, United States, United States
View →
3 education records
Jill Caffarella education
Bachelor'S Degree, Business Administration And Management, General
Education record
High School Diploma
Owen J Roberts High School
FAQ
Frequently asked questions about Jill Caffarella
Quick answers generated from the profile data available on this page.
What company does Jill Caffarella work for?
Jill Caffarella works for Vanguard.
What is Jill Caffarella's role at Vanguard?
Jill Caffarella is listed as Client Experience Product Owner - Personal Advisor Services at Vanguard.
What is Jill Caffarella's email address?
AeroLeads has found 2 work email signals at @vanguard.com for Jill Caffarella at Vanguard.
Where is Jill Caffarella based?
Jill Caffarella is based in Collegeville, Pennsylvania, United States while working with Vanguard.
What companies has Jill Caffarella worked for?
Jill Caffarella has worked for Vanguard and T. Rowe Price.
Who are Jill Caffarella's colleagues at Vanguard?
Jill Caffarella's colleagues at Vanguard include Seshashyama M., Elizabeth Wade, Qiang Song, Lisa Santos, and Tyler Park.
How can I contact Jill Caffarella?
You can use AeroLeads to view verified contact signals for Jill Caffarella at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did Jill Caffarella attend?
Jill Caffarella holds Bachelor'S Degree, Business Administration And Management, General from University Of Phoenix.
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