Manager Of Advice Services Project Management Office
Current
Apr 2021 - Present
AeroLeads people directory · profile
Robert Dills, Mba, Cfp® Email & Phone Number
Vanguard Manager of Personal Advisor Services PMO | UNC Kenan-Flagler Business School MBA
at
Vanguard
1 work email found
@vanguard.com
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✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Vanguard Manager of Personal Advisor Services PMO | UNC Kenan-Flagler Business School MBA
Location
Charlotte Metro, United States, United States
Who is Robert Dills, Mba, Cfp®? Overview
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Quick answer
Robert Dills, Mba, Cfp® is listed as Vanguard Manager of Personal Advisor Services PMO | UNC Kenan-Flagler Business School MBA at Vanguard, based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Robert Dills, Mba, Cfp®.
Robert Dills, Mba, Cfp® previously worked as Manager of Advice Services Project Management Office at Vanguard and Retail Strategic Support, RIG Divisional Business Project Manager at Vanguard. Robert Dills, Mba, Cfp® holds Master Of Business Administration - Mba from Unc Kenan-Flagler Business School.
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*@vanguard.com
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Profile bio
About Robert Dills, Mba, Cfp®
Financial services leader with 20+ years of experience delivering strategic business initiatives, managing complex programs, and creating exceptional client experiences across retail and institutional sectors. Recently earned Executive MBA with honors from UNC’s Kenan-Flagler Business School, with concentrations in Finance and Leading People & Organizations, further enhancing leadership acumen and expertise in organizational strategy.Proven expertise in project/program management, organizational transformation, change leadership, and risk mitigation to drive organizational growth and operational efficiency. Known for building strong stakeholder relationships, aligning cross-functional teams, and navigating complex challenges to deliver high-quality, risk-controlled outcomes.A results-driven leader with a track record of streamlining processes, fostering innovation, and driving measurable impact through large-scale transformations.
Current workplace
Robert Dills, Mba, Cfp®'s current company
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10 roles · 23 years
Robert Dills, Mba, Cfp® work experience
A career timeline built from the work history available for this profile.
Retail Strategic Support, Rig Divisional Business Project Manager
Nov 2019 - Apr 2021
Retail Strategic Support, Automation And Digitization Coe Pmo Manager
Execute a variety of complex tasks as the #GoDigital Program PMO Manager while overseeing a $17.1MM portfolio comprised of 7 major projects to include the automation of lower complexity processes, ensuring that technology combines seamlessly with operations and digitization of the retail forms strategy and service recovery process. Manage 5 cross-site.
2018 - Nov 2019
Retail Client Operations, Integrated Client Services Line Manager
Servant leader to 180 multi-channel flex business line Registered Representatives, including 14 direct reports and 166 in-direct reports in a call center environment, by promoting best in class front-line quality service during client/affiliate interactions combined with significant back office operational improvements. Served as the Performance Management.
2016 - 2018
~2 yrs
Flagship Multi-Channel, Supervisor
Elevated the success of representatives by developing a comprehensive dashboard utilized to verify the quality of interactions, decreased processing time, created a personalized experience, and gave clients a singular point of contact. Oversaw and trained staff on the procedures for FINRA auditing of Flagship e-mail, complaint, mail, and fax.
2010 - 2016
~6 yrs
Vanguard Center For Excellence | Vat Business Development Group Sales Follow-Up, Lead Supervisor
Led a division-wide project focused on improving asset consolidation and quality of the client experience; drafted SOPs, found solutions to adequately identify hypothesis tests that resolved timeliness of follow up that impacted asset consolidation.Regulated a team of 14 cross-site representatives in the identification of existing/prospect retail clients’.
2009 - 2010
~1 yr
Flagship Services, Team Leader
Drove the professional success of 12 Flagship Registered Representatives entrusted to service 600+ HNW retail clients and directly advanced knowledge of the team as the Department Investment Acumen Committee lead. Incorporated the Richardson CRM Model into departmental training initiatives to expand client relationship management proficiencies and strong.
2007 - 2009
~2 yrs
Institutional Investor Participant Services, (Db & Dc Retirement Services) Leader | Institutional In
Stood as 403(b) Subject Matter Expert and earned Six Sigma Green Belt DMAIC Specialist certification and initiated strategic needs analysis to provide relevant solutions to clients’ financial service needs.Educated IIG Registered Representatives on improved methodology covering the provision of strategic support for defined contribution/ benefit accounts.
2005 - 2007
~2 yrs
Institutional Investor Participant Services, Client Relationship Registered Representative
Assisted plan participants with defined contribution plan account service requests, selected to serve as a call quality intern, and selected as a team senior to coach peers on exceptional quality and metrics.
Feb 2004 - 2005
Law Clerk
Stott, Hollowell, Palmer & Windham, Llc
2003 - 2004
~1 yr
Team & coworkers
Colleagues at Vanguard
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MF
Matt Firman
Colleague at Vanguard
Gilbertsville, Pennsylvania, United States, United States
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DR
Doug Roche
Colleague at Vanguard
Philadelphia, Pennsylvania, United States, United States
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KB
Kim Branson
Colleague at Vanguard
Malvern, Pennsylvania, United States, United States
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JC
Jennifer Curtin
Colleague at Vanguard
Scottsdale, Arizona, United States, United States
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RK
Revanth K
Colleague at Vanguard
Malvern, Pennsylvania, United States, United States
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JL
Jason Lee
Colleague at Vanguard
Greater Philadelphia, United States, United States
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CJ
Casey Jones
Colleague at Vanguard
Charlotte, North Carolina, United States, United States
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BH
Benson Hathaway, Cfa
Colleague at Vanguard
Scottsdale, Arizona, United States, United States
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OM
Orlando Menjivar
Colleague at Vanguard
Phoenix, Arizona, United States, United States
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KM
Kiran Manglampalli
Colleague at Vanguard
Greater Philadelphia, United States
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Matt Firman
Colleague at Vanguard
Gilbertsville, Pennsylvania, United States, United States
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DR
Doug Roche
Colleague at Vanguard
Philadelphia, Pennsylvania, United States, United States
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KB
Kim Branson
Colleague at Vanguard
Malvern, Pennsylvania, United States, United States
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JC
Jennifer Curtin
Colleague at Vanguard
Scottsdale, Arizona, United States, United States
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RK
Revanth K
Colleague at Vanguard
Malvern, Pennsylvania, United States, United States
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JL
Jason Lee
Colleague at Vanguard
Greater Philadelphia, United States, United States
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CJ
Casey Jones
Colleague at Vanguard
Charlotte, North Carolina, United States, United States
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BH
Benson Hathaway, Cfa
Colleague at Vanguard
Scottsdale, Arizona, United States, United States
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OM
Orlando Menjivar
Colleague at Vanguard
Phoenix, Arizona, United States, United States
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KM
Kiran Manglampalli
Colleague at Vanguard
Greater Philadelphia, United States
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3 education records
Robert Dills, Mba, Cfp® education
Master Of Business Administration - Mba
Unc Kenan-Flagler Business School
Coursera Introduction To Lean Operations Certification
The Wharton School
Bachelor Of Arts - Ba, Business Administration And Economics
Belmont Abbey College
FAQ
Frequently asked questions about Robert Dills, Mba, Cfp®
Quick answers generated from the profile data available on this page.
What company does Robert Dills, Mba, Cfp® work for?
Robert Dills, Mba, Cfp® works for Vanguard.
What is Robert Dills, Mba, Cfp®'s role at Vanguard?
Robert Dills, Mba, Cfp® is listed as Vanguard Manager of Personal Advisor Services PMO | UNC Kenan-Flagler Business School MBA at Vanguard.
What is Robert Dills, Mba, Cfp®'s email address?
AeroLeads has found 1 work email signal at @vanguard.com for Robert Dills, Mba, Cfp® at Vanguard.
Where is Robert Dills, Mba, Cfp® based?
Robert Dills, Mba, Cfp® is based in Charlotte Metro, United States, United States while working with Vanguard.
What companies has Robert Dills, Mba, Cfp® worked for?
Robert Dills, Mba, Cfp® has worked for Vanguard and Stott, Hollowell, Palmer & Windham, Llc.
Who are Robert Dills, Mba, Cfp®'s colleagues at Vanguard?
Robert Dills, Mba, Cfp®'s colleagues at Vanguard include Matt Firman, Doug Roche, Kim Branson, Jennifer Curtin, and Revanth K.
How can I contact Robert Dills, Mba, Cfp®?
You can use AeroLeads to view verified contact signals for Robert Dills, Mba, Cfp® at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did Robert Dills, Mba, Cfp® attend?
Robert Dills, Mba, Cfp® holds Master Of Business Administration - Mba from Unc Kenan-Flagler Business School.
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