Senior Product Manager, Sales New Channels, FAS

Shape the Future of Sales Channels at Vanguard: At Vanguard, our sales channels are at the heart of how we empower our Financial Advisor Services (FAS) sales crew. As we continue to evolve, we recognize significant opportunities to improve our existing platforms-especially our Mobile Channel-and prepare for the next generation of sales technology. We're seeking a New Channels Product Manager who will focus on advancing today's mobile experience while piloting and developing the new channels that will define the future of sales technology.

This isn't just about incremental enhancements; it's about reinventing how sales executives and financial advisors engage with digital tools-anticipating their evolving needs and contributing to a digital-first, modern sales experience.

Role Overview

The New Channels Product Manager is an individual contributor responsible for driving forward the mobile channel and shaping any new digital channels added to the Sales Product ecosystem. This role focuses on optimizing current mobile capabilities while exploring and piloting emerging technologies-including next-generation CRM extensions, mobile solutions, and potential agentic or AI-enabled channels.

You will partner closely with cross-functional teams to deliver seamless, intuitive, high-performing solutions that enhance sales effectiveness and support business goals.

Key Responsibilities

Optimize the Mobile Channel

• Drive improvements to the Mobile Platform, focusing on workflow optimization, UX enhancements, and performance improvements for the sales crew.
• Identify user pain points and develop intuitive, modern mobile solutions to support day-to-day sales operations.

• Assess, pilot, and recommend new technologies-including agentic CRM extensions, mobile innovations, and entirely new channels that may augment or replace existing tools.
• Develop strategies that ensure smooth adoption and value realization when rolling out new channels.

• Work closely with product, technology, UX, sales, and strategy partners to align capabilities with business goals and sales team needs.
• Support change management, training strategies, and rollout readiness for the sales organization.

• Promote user-centric design thinking and rapid experimentation to validate concepts and accelerate learning cycles.

• 10+ years of digital product management experience, preferably with mobile or AI first systems.
• Track record of optimizing workflows, driving UX improvements, and enhancing performance in enterprise systems.
• Experience assessing and implementing emerging sales technologies.
• Strong analytical, communication, and collaboration skills.
• Familiarity with Agile/Scrum methodologies.

• Holistic thinker with a passion for modernizing digital sales processes.
• Proactive problem solver who thrives in dynamic, fast-paced environments.
• Skilled at driving technology adoption and influencing without authority.
• Committed to enabling sales teams and delivering measurable business outcomes.

• Leads digital product management activities for multiple digital products, or one strategic product.
• Collaborates with cross-functional teams to create best practices that drive significant change to the client experience.
• Coaches digital product teams towards best practices and learnings. Ensures delivery of messaging, communication, and customer outreach as necessary.
• Partners with stakeholders to resolve production and implementation issues in a timely manner, and supports/drives escalations where required to enable rapid delivery.
• Leads the planning, development and implementation of new digital products. Defines and analyzes markets, developing detailed product features and requirements, and developing implementation plans.
• Employs a variety of qualitative and quantitative analysis techniques to continually improve the user experience.
• Participates in and provides recommendations for ongoing business planning and departmental prioritization activities.
• Participates in special projects and performs other duties as assigned.