Evan Woods in

Evan Woods

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Head of Investment Product Strategy & Development at Open To Work
📍 Greater Philadelphia, United States

Evan is a senior financial services product leader with over a decade of experience at firms like MassMutual and Vanguard. He specializes in investment management, business strategy, and technology, holding a Chartered Financial Analyst (CFA) designation and a degree from Wake Forest University.

He is committed to building high-performing teams and partnerships grounded in trust, empowerment, and collaboration, emphasizing strong cross-functional relationships to deliver sustainable and scalable solutions.

At Vanguard, he was responsible for the strategy of collective trust investments representing over $700 billion in assets.

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Experience
17 Years
Current Role
Head of Investment Product Strategy & Development
Job Level
Mid-senior
Location
Greater Philadelphia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Evan cares about

Investment Product Strategy
He has extensive experience setting the strategic product agenda for major investment firms by overseeing competitive research, development, and portfolio construction.
Pricing Optimization
Led pricing strategy, market positioning, and economic viability for institutional investment products, including analyzing revenue requirements and market research.
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Career

Work history

3-2025
Head of Investment Product Strategy & Development
Open To Work
3-2022 - 3-2025
Head of Product Intelligence & Innovation
MassMutual
6-2019 - 3-2022
Senior Product Manager
Vanguard
6-2016 - 6-2019
Collective Trust Product Manager
Vanguard
12-2013 - 6-2016
Pricing Analyst
Vanguard
In the press

Media appearances

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Education
Bachelor of Arts
Wake Forest University
Certificate
The Wharton School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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