Senior Product Manager, Intelligent Sales Platform

Vanguard Group

  • Paoli, PA
  • 11 days ago

    Highlights

    About the Role: Vanguard's Financial Advisor Services (FAS) division is building an AI-powered platform that guides seller decisions, automates routine work, and surfaces the right insight at the right moment. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

    Numbers & Facts

    LocationPaoli, PA

    Description

    Leads the strategic vision and roadmap for a digital product or products within a specific business area, demonstrating a deep understanding of the digital product(s). Digital products may have enterprise-wide implications.

    About the Role:

    Vanguard's Financial Advisor Services (FAS) division is building an AI-powered platform that guides seller decisions, automates routine work, and surfaces the right insight at the right moment. This is a 01 build with executive sponsorship.

    This is a regulated financial services environment - compliance, auditability, and explainability are built into the product.

    You'll own this product end-to-end - from discovery through scaled rollout - building capabilities that directly impact how sales crew serve our clients.

    What You'll Own:

    Problem Discovery & Product Sense

    • Lead continuous discovery with sales users and leaders across multiple roles and channels.
    • Define what to build, for whom, and in what order.

    Platform Build & Execution

    • Own the product roadmap from MVP through scaled adoption.
    • Drive phased delivery from pilot through broad rollout.
    • Make scope and sequencing trade-offs under real constraints.
    • Drive product adoption where usage is earned, not mandated.

    AI/Agentic Product Development

    • Define how AI agents behave within the product and what governs that behavior.
    • Partner with data scientists and engineers on models, recommendations, and generative features.

    Product Analytics & Metrics

    • Own how we measure success and make scale/no-scale decisions.
    • Establish baselines and run rigorous pilots.

    Cross-Functional Leadership

    • Partner with Engineering, Data Science, UX, Sales Leadership, and Compliance to ship with quality.
    • Drive build/buy/partner decisions.

    Required Skills & Experience

    • 7+ years of product management experience, with depth in 01 builds through scaled adoption.
    • Direct experience shipping AI/ML-powered products - LLMs, ML models, and generative features in production.
    • Experience building agentic AI products.
    • Strong problem discovery practice.
    • Rigorous product analytics skills.
    • Excellent product execution - you prototype, define evals, and drive cross-functional delivery to production.
    • Experience with enterprise or B2B products.

    Preferred

    • Background in sales technology or CRM platforms.
    • Experience in regulated financial services
    • Familiarity with mobile-first product design for field-based users.

    Why This Role

    You'll build an AI-native platform from the ground up inside a Fortune 500 financial services firm - with proprietary data assets, real user scale, and executive support. You'll define how AI agents work alongside humans in high-stakes workflows, solving real problems with measurable impact.

    Special Factors

    Sponsorship

    Vanguard is not offering visa sponsorship for this position.

    About Vanguard

    At Vanguard, we don't just have a mission-we're on a mission.

    To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

    How We Work

    Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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