Sr. Product Manager, Meeting Prep Journey

The Sr. Product Manager, Meeting Prep Journey is an individual contributor responsible for defining and advancing the strategy for Meeting Preparation within the FAS Sales Product suite. This role focuses on enhancing a homegrown meeting prep application ("Client Profile") that stitches together FAS data into actionable insights for sales executives. It also requires familiarity with CRM systems to ensure alignment with client and opportunity data.

You will partner closely with cross functional teams to deliver intuitive, high performing solutions that increase meeting effectiveness, support sales readiness, and strengthen the quality of interactions with advisors and prospects.

Shape the Future of Meeting Preparation at Vanguard

At Vanguard, our sales channels are at the heart of how we empower our Financial Advisor Services (FAS) sales crew. As the sales landscape evolves, we see significant opportunities to transform how sales executives prepare for client and prospect meetings. We're seeking a Sr. Product Manager, Meeting Prep Journey who will own the Meeting Preparation workflows across the Sales Product ecosystem-modernizing how sales executives access insights, navigate data, and prepare for high-impact interactions.

This role plays a critical part in shaping a digital-first sales experience, ensuring that meeting-prep workflows are intuitive, data-rich, and seamlessly connected to the broader Sales Product suite.

Role Overview

The Sr. Product Manager, Meeting Prep Journey is an individual contributor responsible for defining and advancing the strategy for Meeting Preparation within the FAS Sales Product suite. This role focuses on enhancing a homegrown meeting-prep application ("Client Profile") that stitches together FAS data into actionable insights for sales executives. It also requires familiarity with CRM systems to ensure alignment with client and opportunity data.

You will partner closely with cross-functional teams to deliver intuitive, high-performing solutions that increase meeting effectiveness, support sales readiness, and strengthen the quality of interactions with advisors and prospects.

Key Responsibilities

Own & Optimize Meeting Preparation Workflows

• Own the strategy, roadmap, and performance of Meeting Prep capabilities within the Sales Product ecosystem.
• Improve workflow efficiency, streamline the preparation process, and ensure sales executives can quickly access relevant client, practice, and product insights.
• Identify sales crew pain points and deliver modern, intuitive solutions grounded in real meeting-prep needs.

• Enhance the internal Meeting Prep application that aggregates and synthesizes FAS data.
• Lead improvements that make insights easier to discover, interpret, and act on prior to client and prospect meetings.
• Ensure the application remains tightly integrated with CRM and other sales tools.

• Ensure Meeting Prep workflows complement and enhance data flows from CRM systems.
• Collaborate with CRM teams to ensure alignment between client data, opportunity records, and meeting-prep insights.

• Drive measurable increases in the ease and speed of accessing key meeting-prep insights.
• Improve sales executive confidence and efficiency in preparing for meetings.
• Enhance overall sales readiness and support stronger sales interactions.

• Partner with product, technology, UX, sales, and strategy teams to align capabilities with business goals.
• Support training, rollout readiness, and change management for Meeting Prep tools and enhancements.

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

• 7-10 years of digital product management experience, preferably within sales, CRM, analytics, or workflow-heavy systems.
• Familiarity with CRM systems (e.g., Microsoft Dynamics).
• Experience working with data-driven or workflow-heavy enterprise tools.
• Track record of optimizing workflows, improving UX, and enhancing performance in enterprise sales tools.
• Strong analytical, communication, and collaboration skills.
• Familiarity with Agile/Scrum methodologies.
• Minimum 8 years of related work experience, with at least two years of experience leading large cross-functional teams on major organizational projects.
• Bachelor's degree (B.E./B.Tech) in Computer Science or IT, or Bachelor's in Computer Applications (BCA), or Master's in Computer Applications (MCA).
• Strong expertise in digital product management, market analysis, and user experience optimization.
• Proven ability to translate customer insights into product improvements and new features.
• Experience working with engineering teams to drive product development from concept to launch.
• Excellent strategic thinking, problem-solving, and decision-making skills.
• Strong communication and stakeholder management abilities to align product strategy with business goals.

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