Daniel Reilly
Philadelphia,PA
Summary
People leader with 5+ years in financial services spanning Investment Solutions and Systems, Workplace Advice & Wellness, and B2B Client Experience. Recognized for bridging client feedback and stakeholder insights into clear strategy and scalable solutions for investment and product teams. Experienced in leading complex, cross-functional teams to build operating models, strengthen client relationships, deliver advice and investment capabilities, and drive measurable improvements in client relationship outcomes. Continuously building investment expertise (CFA Level I) and trusted partnerships across product, client-facing, analytics, and technology teams.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Manager, B2B CX Product Enablement
Vanguard
11.2024 - Current
- Led a multi-year, enterprise program across product, analytics, UX, technology, and client relationship workstreams to improve the Plan Sponsor client experience and retention; drove a 15-point (25%) YoY uplift in relationship NPS across ~800 clients.
- Designed and led cross-organizational operating frameworks to improve strategic decision-making, clarify risk ownership, and align senior leadership; ~40% increase in YoY feature execution and delivered 90% of committed client and crew-facing enhancements.
- Served as the primary connector across product, client facing teams, and client feedback loops; synthesizing NPS insights into actionable priorities that informed product decisions, improved client experience, and strengthened long-term client relationships.
- Piloted a Product Operations team model standardizing intake, prioritization, change management, and delivery to enable B2B product teams; grew Enablement team offer to increase transparency with stakeholders, improve throughput, and expand team size.
IIG (Workplace), Advice & Wellness Strategy
Vanguard
06.2024 - 10.2024
- Applied investment and advice knowledge to shape Advice as QDIA capabilities, partnering with Institutional Advice Strategy, Product, and Technology leaders to define requirements, resolve cross-functional dependencies, and accelerate execution.
- Conducted client and market analysis to develop initial Go-To-Market posture for Advice as QDIA, including client segmentation, value proposition, and launch hypothesis for a ~$7B addressable opportunity.
- Led early discovery and analysis on participant savings behavior, contribution rates, and competitor benchmarking; translated insights into potential Financial Wellness capabilities and future advice product design.
GIFS, Solution Consultant
Vanguard
08.2020 - 06.2024
- Partnered with Equity Portfolio Managers, Business, and Technology leaders to define a multi-year technology and operating capability roadmap supporting the IMG Next Generation strategy; influenced prioritization and secured ~$30M in program funding.
- Led investment risk workstreams across front, middle, and back-office to deliver complex investment analysis mitigating $100M+ in security ownership limit exposure across Vanguard funds; translated people, process, technology design strategy into MVP delivery.
- Facilitated global equity index desk analysis to design and implement a consistent, scalable operating model for Syndicate deal evaluation; deployed vendor technology that increased efficiency and reduced risk exposure across ~$2B in daily deal sourcing and offer activity.
Enterprise Data Warehouse Lead
Change Healthcare
2017 - 2020
- Completed two-year rotational leadership development program across four business units and locations, gaining enterprise exposure across product, technology, analytics, and client-facing rotations; delivered a capstone design thinking project and completed advanced leadership and professional development workshops.
- Led Customer Facing Applications teams within Data Engineering to define and deliver strategy for a new external analytics SaaS portal, enabling client self-service insights.
Education
BBA - Emphasis in Finance
University of Michigan, Stephen M. Ross School of Business
Ann Arbor, MI2017
Skills
- Investment Technology and Acumen
- Client Feedback and Experiences
- Relationship and Stakeholder Management
- Product Management and Enablement
- People Leadership
- Design Thinking
- Problem-Solving Frameworks
- Executive Presence
- Microsoft Suite
Certification
- Passed CFA Level 1, 2023
- AWS Cloud Practitioner, 2023
- CFA Investment Foundations, 2021
Timeline
Manager, B2B CX Product Enablement
Vanguard
11.2024 - Current
IIG (Workplace), Advice & Wellness Strategy
Vanguard
06.2024 - 10.2024
GIFS, Solution Consultant
Vanguard
08.2020 - 06.2024
Enterprise Data Warehouse Lead
Change Healthcare
2017 - 2020
BBA - Emphasis in Finance
University of Michigan, Stephen M. Ross School of Business