Jobs · Management · Pennsylvania

Business Project Manager, Specialist

Vanguard · Malvern, PA · 5 days ago
HybridManagementFull-time

About the role

This role will lead cross-functional initiatives to define, mature, and scale the B2B CX portfolio strategy, operating model, and decision frameworks. The role will apply experiences in business portfolio/program management, AI strategy and execution, and scaling product maturity to drive alignment, prioritization, and measurable business outcomes across the B2B CX organization.

Responsibilities

  • B2B Portfolio Management
    • Establish and maintain a single, centralized view of the B2B portfolio (business cases, in-flight initiatives, roadmap, dependencies) with clear linkage between portfolio work and business outcomes (e.g., OKRs, NPS, Divisional Priorities)
    • Provide real-time insights to leadership (dashboards, reporting, etc.) which will inform roadmap sequencing, prioritization, and trade-off decisions
    • Create executive storytelling and run regular portfolio reviews for leadership by articulating what is delivered, why, and the business value achieved
  • AI Portfolio Strategy
    • Aggregate and prioritize AI use cases into a cohesive, enterprise-aligned portfolio across predictive, automation, agentic, decisioning, and other AI categories
    • Define and maintain AI roadmap, dependencies, and strategy artifacts aligned to divisional and enterprise priorities; develop executive-level storytelling and promote visibility of AI outcomes and success stories
    • Translate AI strategy into concrete governance processes and measurements, including: success metrics, in-take processes, leadership prioritization forums, adoption tracking, performance, and ROI of deployed AI tools
    • Operationalize the B2B AI strategy in a way that enables our teams to approach AI in a common way through shared frameworks, language, skillsets, and education
    • Stay current on AI tooling and capabilities to surface relevant opportunities for our product teams
  • Scaling Product Team Maturity
    • Own and scale a consistent, enterprise-aligned Big Room Planning (BRP) discipline across B2B to improve prioritization, transparency, and delivery predictability; expanding the cadence to include all B2B product teams and ensuring consistent execution across the portfolio
    • Establish a “common planning clock” with standardized preparation timelines, planning and prioritization timelines, artifacts, and expectations to improve cross-team coordination and readiness
    • Define and embed planning standards (capacity planning, confidence scoring, dependency management) to strengthen prioritization discipline and increase delivery predictability of the B2B portfolio
    • Partner with Product and Business Leadership to align priorities, surface trade-offs, and ensure planning outputs reflect enterprise and client experience goals
    • Continuously improve the BRP process by incorporating feedback, aligning with evolving VWS product practices, and refining tools/templates to reduce friction

Qualifications and Skills

  • Minimum of 6 years of experience in product strategy, business portfolio management, program management, product operations, or related roles
  • Demonstrated ability to influence across a matrixed organization and senior leadership
  • Strong analytical and problem-solving skills, with the ability to translate data into actionable insights
  • Experience working with cross-functional teams including Product, Technology, Data & Analytics, and Senior Leadership
  • Proven ability to drive alignment, prioritization, and decision-making in ambiguous environments
  • Excellent communication and storytelling skills, including experience preparing materials for senior leadership
  • Experience with business portfolio management, business case governance, or Agile planning frameworks (e.g., Big Room Planning)
  • Familiarity with AI/ML use cases, AI/automation tooling (Co-Pilot, Claude Code, agent-based workflows, etc.) and enterprise AI strategy concepts
  • Knowledge of Workplace Solutions, Recordkeeping, or B2B Client Experience preferred
  • PMP, CSM, or similar certifications preferred

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