Vanguard's Enterprise Client division manages relationships with our largest and most strategic institutional clients. These relationships are led by C-suite and senior client-facing officers who need complete visibility into how Vanguard engages with each client, across contacts, meetings, and organizational hierarchies, to build trust and deepen partnerships over time.
Today, this intelligence is fragmented. We're building a centralized relationship management platform that captures engagement data effortlessly, maps relationships across both organizations, and surfaces AI-driven insights on relationship health at the contact and firm level.
We're seeking a Product Manager to own this platform end-to-end, from discovery through scaled adoption, delivering capabilities that help Vanguard's senior leaders walk into every client interaction fully prepared and follow up with precision.
Role Overview
The Enterprise Client Relationship Management Platform Product Manager is an individual contributor responsible for building Vanguard's relationship intelligence platform for enterprise client coverage. You'll own the product from early discovery through production, defining what to build, partnering across functions to deliver it, and measuring whether it's working.
The users are senior executives and client-facing officers. The goal is trust-building and relationship depth with Vanguard's most strategic clients.
What You'll Own
Problem Discovery & Product Definition
- Lead continuous discovery with executives and senior client-facing officers to understand how they prepare for, conduct, and follow up on client engagements.
- Define what to build, for whom, and in what order, translating relationship management complexity into clear product requirements.
- Map the end-to-end client engagement lifecycle and identify where technology creates the highest-leverage interventions.
Platform Build & Execution
- Own the platform roadmap from MVP through scaled adoption.
- Drive phased delivery from scoping pilots, defining success criteria, and making scale/no-scale decisions based on evidence.
- Make scope and sequencing trade-offs under constraints (compliance, data availability, integration complexity, executive user expectations).
- Drive build/buy/partner decisions for platform capabilities, evaluating CRM and relationship intelligence solutions against platform requirements.
AI-Enabled Relationship Intelligence
- Define how AI and natural language interfaces surface within the platform to augment executive decision-making and relationship management.
- Evaluate agentic AI opportunities that augment executive workflows.
UX & Engineering
- Partner with UX to design experiences that match how senior executives work.
- Partner with Engineering to build the platform solution.
Product Analytics & Metrics
- Define how we measure platform success and make scale/no-scale decisions.
- Establish baselines, run rigorous pilots, and use data to drive roadmap prioritization.
Required Skills & Experience
- 7+ years of product management experience, with demonstrated strength in discovery, requirements definition, prioritization, solutioning, and cross-functional delivery.
- Bachelor’s degree (B.E./B.Tech/BBA) in Business Administration, Computer Science, Engineering, Information Systems, or a related field.
- Experience building or significantly evolving CRM or relationship intelligence platforms.
- Experience shipping AI/ML-powered product capabilities in production.
- Strong UX sensibility.
- Rigorous product analytics skills. You define metrics, instrument products, and use data to make decisions.
- Excellent cross-functional collaboration skills - you partner effectively with Engineering, Data Science, UX, and business stakeholders.
- Experience with enterprise or B2B products.
Preferred Skills & Experience
- Experience in regulated financial services or institutional client management.
- Background in relationship intelligence, CRM platforms, or executive-facing tools.
- Experience building AI products with natural language interfaces.
- Familiarity with Microsoft Dynamics, Affinity, or comparable relationship management platforms.
- Experience driving adoption with senior/executive user populations.
Why This Role
You'll build the relationship intelligence platform for Vanguard's most strategic client partnerships from the ground up, with executive sponsorship and real organizational need. You'll define how AI augments human relationship management at the highest level of the firm.
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.
Skills Required
- 7+ years of product management experience, including discovery, requirements definition, prioritization, solutioning, and cross-functional delivery
- Bachelor's degree in Business Administration, Computer Science, Engineering, Information Systems, or a related field
- Experience building or significantly evolving CRM or relationship intelligence platforms
- Experience shipping AI/ML-powered product capabilities in production
- Strong UX sensibility
- Strong product analytics skills, including defining metrics, instrumenting products, and using data for decisions
- Excellent cross-functional collaboration with Engineering, Data Science, UX, and business stakeholders
- Experience with enterprise or B2B products
- Experience in regulated financial services or institutional client management
- Background in relationship intelligence, CRM platforms, or executive-facing tools
- Experience building AI products with natural language interfaces
- Familiarity with Microsoft Dynamics, Affinity, or comparable relationship management platforms
- Experience driving adoption with senior or executive user populations
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
-
Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
-
Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
-
Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
.png){kind=logo}
