Product Manager, Senior Specialist (CRM)

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Malvern, PA, USA
In-Office
Fintech
The Role

Core Responsibilities:

  • Leads digital product management activities for the CRM platform, a strategic product with cross-divisional impact, focused on participant understanding and data sharing across channels.

  • Influences and collaborates with cross-functional teams—product, marketing, technology, and participant services—to create best practices that drive significant change to the participant experience. Ensures business outcomes are linked to business case drivers such as retention, engagement, and personalization.

  • Coaches CRM product teams toward best practices and learnings. Oversees the team’s support of messaging, communication, and participant outreach as necessary.

  • Facilitates strong business support by promoting a consistent approach to decisions, impacts, and participant propositions. Drives connection across all appropriate internal and external stakeholders.

  • Leads the planning, development, and implementation of the new CRM platform with cross-divisional impact. Defines and analyzes participant data needs, develops detailed product features and requirements, and builds implementation plans.

  • Works closely with other CRM leads across the company to align on strategy, share best practices, and promote consistency in CRM capabilities, data governance, and participant engagement approaches.

  • Influences and employs a variety of qualitative and quantitative analysis techniques to continually improve the participant experience through CRM capabilities such as segmentation, journey mapping, and campaign automation.

  • Participates in and influences ongoing business planning and departmental prioritization activities, ensuring CRM initiatives align with strategic goals.

  • Participates in special projects and performs other duties as assigned.

Qualifications:

  • 8 years of related business experience.

  • 3 years of experience leading large cross-functional teams on major organizational projects, preferably in CRM strategy or platform development.

  • Proven success in CRM transformation initiatives and participant data strategy.

  • Deep understanding of CRM technologies (e.g., Salesforce, Dynamics, Adobe Experience Platform), data architecture, and marketing automation.

  • Strong analytical and communication skills, with experience in financial services or participant-focused environments preferred.

Preferences:

  • Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.

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.

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

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The Company
HQ: Malvern, PA
20,252 Employees
Year Founded: 1975

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.

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