Job Description

Shape the Future of Meeting Preparation at Vanguard

At Vanguard, our sales channels are at the heart of how we empower our Financial Advisor Services (FAS) sales crew. As the sales landscape evolves, we see significant opportunities to transform how c-suite executives build and deepen relationships with our clients, including enterprise, national, and strategic accounts. We’re seeking a Relationship Management Journey Sr. Product Manager who will own the end-to-end client engagement experience, modernizing how c-suite level executives plan, track, and advance client relationships across ongoing interactions.

This role plays a critical part in shaping a digital-first sales experience, ensuring that relationship management workflows are intuitive, insight-driven, and seamlessly connected across the broader Sales Product ecosystem.

The Relationship Management Journey Sr. Product Manager is an individual contributor responsible for defining and advancing the strategy for relationship management within the FAS Sales Product suite. This role focuses on enabling c-suite executives to build stronger relationships through better visibility into client activity, coordinated engagement planning, and tools that support ongoing, high-quality interactions.

You will partner closely with cross-functional teams to deliver intuitive, high-performing solutions that help executives manage relationships holistically, identify engagement opportunities, and strengthen long-term client outcomes.

Key Responsibilities

Own & Optimize Relationship Management Workflows

• Own the strategy, roadmap, and performance of relationship management capabilities within the Sales Product ecosystem, including preparing for enterprise client engagements, capturing accurate notes, and post-meeting communications/follow-ups.
• Improve how c-suite executives track, plan, and manage ongoing client interactions across time, not just individual meetings.
• Identify gaps in the current engagement lifecycle and deliver intuitive solutions that support relationship growth and continuity.

Enable Relationship Management at Scale

• Develop tools and workflows that help executives maintain awareness of client activity, engagement history, and next best actions.

• Support more proactive, coordinated outreach by enabling visibility into key milestones, touch-points, and opportunities within the client relationship.

• Enhance the ability to manage complex, multi-touch relationships across stakeholders and time.

Define and Deliver KPI‑Driven Outcomes

• Drive measurable improvements in the consistency, quality, and effectiveness of client engagement.

• Increase executive visibility into relationship health, engagement gaps, and opportunities.

• Improve the ability to proactively manage and deepen client relationships over time.

Cross‑Functional Collaboration

• Partner with product, technology, UX, and sales teams to align engagement capabilities with business goals.

• Work closely with adjacent journey PMs to ensure a cohesive, end-to-end sales experience.

• Support training, rollout readiness, and change management for relationship management tools and enhancements.

Champion Innovation

• Promote user-centered design thinking and rapid experimentation to uncover new ways to support relationship-driven engagements.

• Leverage emerging technologies, including data-driven insights and AI, to enhance how sales executives engage with clients.

Required Skills & Qualifications

• 5-8 years of digital product management experience, preferably within investment management or wealth tech.
• Experience working with data‑driven or workflow‑heavy enterprise tools.
• Track record of optimizing workflows, improving UX, and enhancing performance in enterprise sales tools.
• Strong analytical, communication, and collaboration skills.
• Familiarity with Agile/Scrum methodologies.

Ideal Candidate Attributes

• Holistic thinker with a passion for modernizing digital sales processes.
• Proactive problem solver who thrives in dynamic, fast‑paced environments.
• Comfortable influencing without authority and driving adoption of new capabilities.
• Committed to enabling sales teams and delivering measurable business outcomes.

Leave Your Mark

If you're a digital native with a passion for innovation and a track record of elevating enterprise digital experiences, we want to hear from you. As our Relationship Management Journey Sr. Product Manager, you’ll help shape the next generation of sales productivity, enabling smarter preparation, better insights, and stronger client engagement.

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.