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Product Manager, Specialist

Yesterday Charlotte, NC

As a Product Manager within the Investment Performance ecosystem, you will lead a cross-functional product team responsible for delivering a core element of the client experience-how clients understand and trust the performance of their portfolios.
The position blends product strategy, sophisticated investment and data platforms, and AI-enabled product practices to drive tangible business outcomes. You will lead outcome-oriented discovery across performance calculation, benchmarking, attribution, data quality, controls, and transparency, using experimentation and iteration to accelerate learning and delivery.
Working in close partnership with engineering, UX, data & analytics, compliance, and business leaders, the role provides broad exposure across the performance ecosystem and the opportunity to influence how modern, AI-driven product management is applied to investment performance at scale.

Key Responsibilities:

Product Leadership & Strategy

  • Define and communicate a clear product vision, strategy, and measurable outcomes for Billing & Revenue products and capabilities.
  • Lead continuous product discovery to identify high-value client, operational, and business opportunities across fee calculation, invoicing, revenue recognition, and reporting workflows.
  • Own backlog prioritization, story refinement, and iterative delivery, balancing speed, experimentation, and enterprise-grade reliability, scalability, and control requirements.

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AI-Integrated Product Development

  • Leverage AI tools across the product lifecycle-from research and synthesis to automation, quality improvement, and delivery acceleration.
  • Partner with engineering, UX, data, and audit teams to embed AI into workflows, improving development efficiency, testing, data access, and audit support.
  • Share AI best practices, prompting patterns, and tool guidance to upskill product teams and cross-functional partners.

Cross-Functional & Stakeholder Leadership

  • Serve as the primary product point of accountability for direction, prioritization, and trade-offs across Billing & Revenue initiatives, including platform modernization and capability alignment.
  • Drive alignment across product, finance, accounting, engineering, and data stakeholders, navigating dependencies and resolving ambiguity.
  • Foster transparent communication and trust, enabling fast decision-making and effective collaboration across teams and domains.

Skills for Success:

Core Product Management

  • Strong ability to define strategy, assess opportunities, and guide teams through discovery, delivery, and iteration in complex enterprise environments.
  • Demonstrated experience balancing user desirability, technical feasibility, and business viability, particularly in regulated or financially sensitive domains.

Stakeholder & Leadership Skills

  • Exceptional communication, storytelling, and relationship-building skills with senior stakeholders.
  • Proven ability to influence without authority and align diverse partners across complex organizational structures.

Technical & AI Fluency

  • Comfort working with AI-enabled tools, data-driven insights, and modern product and engineering practices.
  • Ability to translate complex technical and financial concepts into clear, actionable direction for cross-functional teams.

Mindset & Behaviors

  • Curious, adaptable, and energized by ambiguity, innovation, and experimentation.
  • A builder mindset with a willingness to test ideas, learn quickly, and iterate toward better outcomes.

What You'll Gain:

  • High Visibility & Strategic Impact: Direct engagement with senior leaders across product, engineering, finance, and transformation initiatives.
  • Broad Product Exposure: Opportunity to work across a wide range of Billing & Revenue capabilities, client experiences, and modernization efforts.
  • Early Access to AI Capabilities: Hands-on exposure to advanced AI tools, copilots, and internal pilots applied to real enterprise problems.
  • Accelerated Career Development: Growth in product strategy, innovation leadership, and AI-enabled product management.

Qualifications:

  • Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.
  • Minimum of five years related work experience. Two years of leading large cross-functional teams on major organizational projects preferred.

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.

Client-provided location(s): Charlotte, NC, Dallas, TX, Malvern, PA
Job ID: Vanguard-176067
Employment Type: FULL_TIME
Posted: 2026-05-05T20:55:24

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • Health Reimbursement Account
    • Fitness Subsidies
    • On-Site Gym
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Pet Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Company Outings
    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • On-Site Cafeteria
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • Relocation Assistance
    • Performance Bonus
    • 401(K) With Company Matching
    • 401(K)
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Tuition Reimbursement
    • Internship Program
    • Lunch and Learns
    • Leadership Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at Vanguard.