Vanguard

Senior Product Manager, Intelligent Sales Platform

Vanguard  •  Malvern, AR (Hybrid)  •  4 hours ago
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Job Description

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 0→1 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 0→1 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.

Vanguard

About Vanguard

Join us as we celebrate 50 years of empowering our 50 million investor-owners.* Since our founding in 1975, we’ve been on a mission to help investors achieve their goals.

With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side.

We are a community that thinks—and feels—differently about investing. Together, we’re changing the way the world invests. Let’s celebrate 50 years together.

Community guidelines: vgi.vg/sgl1

*As of January 2025

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Valley Forge, PA
Year Founded
1975
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