Senior Product Manager, Intelligent Sales Platform

About this role

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.

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