Senior Product Manager, Intelligent Sales Platform

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

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.