Johnny Harper

Experience

• 

  Vanguard

  Jun 2010 - now

  • Served as Product Owner for four advice trading Scrum Agile development teams spanning a wide range of specialization, including trade execution, fee collection, record retention, data replication, and UI.• Directed efforts to deprecate legacy trading applications to migrate to next gen cloud technology. • Coordinated and ensured quality delivery of record retention capabilities meeting regulatory requirements. • Engaged with advisors in ongoing focus groups to gain their insights, concerns, and questions relating to their trading experience. • Balanced and prioritized backlogs aligning to business objectives and key results. Detailed specific product features and requirements. • Coached product teams to develop an understanding of the business, the importance of documentation, the value of communication, and the impact their efforts have for our clients. Show less • Developed and implemented approach to enable the trading, operations, and fee processes for launch of Vanguard’s advice offer to institutional participants.• Collaborated with Risk, Compliance, and Legal groups on key business proposals, ensuring processes met requirements for Vanguard, Department of Labor, SEC, FINRA, OCC, and ERISA. • Designed and coordinated establishment of an advisor support group for institutional participants. • Leveraged years of experience in Advice to provide insights and alternative strategies to overcome obstacles in planning. • Informed key stakeholders of ongoing project status and risks. Partnered with business leadership, technology, and legal specialists across Retail, Advice, and Institutional divisions. Show less • Coached, developed, and led a team of Advice Operations associates ranging multiple levels.• Led multiple workstreams, including Performance Management, Daily Operations, Crew Development, and Risk.• Spearheaded efforts to improve existing workflows and responsibilities for crew, peers, advisors, management, and department.• Coordinated hiring efforts in all US locations. Served as sole leader for North Carolina site. • Redesigned performance management for Advice Operations crew, defining new expectations and simplifying goals to align crew performance with broader business objectives. Show less

  • Advice Technology Product Owner

    May 2021 - now

  • Advice Trading and Operations Project Manager - Personal Advisor Services

    Jul 2019 - May 2021

  • Advice Operations Team Leader

    May 2017 - Jul 2019

  • Advice Operations Senior Associate

    Mar 2016 - May 2017

  • Advice Portfolio Implementation Associate

    Oct 2013 - Mar 2016

  • Client Services Associate

    Jun 2011 - Oct 2013

  • Operations Associate

    Jun 2010 - Jun 2011