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Senior Product Manager, Intelligent Sales Platform

Yesterday Malvern, PA

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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Client-provided location(s): Malvern, PA
Job ID: Vanguard-177567
Employment Type: FULL_TIME
Posted: 2026-07-07T20:25:38

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

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