Senior Product Manager, Intelligent Sales Platform

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.

Responsibilities

• Lead continuous discovery with sales users and leaders across multiple roles and channels.
• Define what to build, for whom, and in what order.
• 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.
• 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.
• Own how we measure success and make scale/no-scale decisions.
• Establish baselines and run rigorous pilots.
• Partner with Engineering, Data Science, UX, Sales Leadership, and Compliance to ship with quality.
• Drive build/buy/partner decisions.

Requirements

• 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.

Benefits

Vanguard offers a comprehensive benefits package including:

• Financial wellness
• Physical wellness
• Personal wellness

Pay

Compensation is commensurate with experience.

Schedule

The work model is Hybrid.

About Vanguard

Vanguard is a leading investment company that works for the long-term financial wellbeing of our clients. We are committed to transforming our clients' lives through innovative products and services. Vanguard's mission-driven and highly collaborative culture supports long-term client outcomes and enriches the employee experience.

Empowered to learn, grow, and thrive

Read testimonials from some of our valued crew members:

• Rajesh D., Senior Manager, IT Delivery
• Akua A., Cybersecurity Manager
• Diane T., Senior Manager, Fraud Engineering
• Kelly P., Head of Wealth Management Technology
• Megan M., Head of Fraud Prevention Engineering
• Rehana V., Head of Personal Advisor Services Technology

Equal Employment Opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice, and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.