Lauren Wilkinson in

Lauren Wilkinson

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Principal, Divisional CIO, Financial Advisor Services at Vanguard
📍 Greater Philadelphia, United States

Lauren Wilkinson is the Principal and Divisional CIO for Financial Advisor Services at Vanguard, where she leads technology strategy to help advisors achieve success. Her career, including previous leadership roles at Charles Schwab, has been dedicated to financial advisor technology. Colleagues have described her as a "superstar" and highly "enthusiastic."

Outside of work, Lauren is passionate about financial planning and investing to help people find peace of mind. She is inspired by her husband and four children. Her past interests from her time at Brown University included participating in crew and conducting oceanographic research.

For her senior thesis in college, she wrote a paper on the unique topic of bird flight patterns.

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Experience
22 Years
Current Role
Principal, Divisional CIO, Financial Advisor Services
Job Level
Leadership
Location
Greater Philadelphia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Lauren cares about

Advisor Technology
Her career at Vanguard and Schwab has focused on building technology to help financial advisors improve their practice and client relationships.
Client Experience
She has spoken about adapting technology to heighten the client experience and focuses on putting the advisor at the center of product development.
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Career

Work history

4-2023
Principal, Divisional CIO, Financial Advisor Services
Vanguard
9-2021 - 4-2023
Head of Financial Advisor Services Technology
Vanguard
9-2015 - 9-2021
Managing Director, Head of Digital Advisor Channels
Charles Schwab
3-2011 - 8-2015
Director, Product Management
Charles Schwab
10-2006 - 2-2011
Senior Product Manager
Charles Schwab
In the press

Media appearances

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Education
2002 - 2004
MS
University of California, Berkeley
2018 - 2020
Securities Industry Institute executive leadership program
The Wharton School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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