With over $4 trillion in assets under management across our intermediary channel, Vanguard's FAS division is already a market leader. Our next chapter focuses on deepening advisor connectivity by transforming how we engage, support, and empower financial professionals. Through modernized tools, streamlined processes, and a digitally enabled, insight-rich distribution model, we’re building a more intuitive and integrated experience for advisors. This role plays a pivotal part in shaping that future.
The Product Manager for Personalization and Next Best Action (NBA) will lead the orchestration of data-driven personalization strategies that span digital and sales channels. This role is responsible for designing and operationalizing scalable segmentation frameworks, real-time decisioning engines, and optimizing FAS’s lead scoring system to drive superior client outcomes and business impact.
This leader will serve as a strategic connector across platforms, and teams—ensuring that segmentation models, NBA logic, and signal-based triggers are aligned to maximize advisor engagement.
Key Responsibilities
Product Leadership & Strategy
Own the end-to-end NBA and Segmentation vision and strategy, including roadmap development, prioritization frameworks, and cross-functional alignment.
Lead the Signals program, FAS’s insight distribution platform for sales, ensuring behavioral and engagement signals are captured, modeled, and activated across journeys and campaigns.
Partner with analytics, digital, and sales teams to define and refine segmentation and decisioning logic using modeled and custom segments.
Translate strategic hypotheses into measurable pilots and scaled programs, with clear success metrics and feedback loops.
Execution & Enablement
Operationalize NBA logic using predictive models and business rules to deliver real-time, personalized advisor outreach.
Partner with Client Journey Owners to define segmentation use-cases and activate for digital journeys and experiences.
Collaborate with technology and data teams to ensure infrastructure supports dynamic segmentation and signal ingestion.
Cross-Functional Collaboration
Serve as a connective tissue across Distribution Enablement, Digital, and Sales to ensure NBA and segmentation strategies are embedded in go-to-market plans.
Partner with Content Strategy to translate segmentation insights into tailored messaging and experiences.
Support the prioritization and scoping through structured frameworks and signal-based opportunity scoring.
Measurement & Optimization
Establish OKRs and measurement frameworks to assess program impact, advisor engagement, and business outcomes.
Continuously refine NBA and segmentation strategies based on performance data, feedback, and evolving business needs.
Instills an experimentation mindset, mentoring others to define, construct, and experiment from experimentation.
Qualifications
8–12 years of experience in product management, marketing strategy, or sales enablement.
Proven success in leading cross-functional initiatives that blend data, technology, and client insights.
Strong understanding of segmentation methodologies, predictive modeling, and personalization engines.
Experience with CRM/CDP platforms, marketing automation tools, and data visualization.
Excellent communication and stakeholder management skills.
Systems thinker with a bias for action.
Comfortable navigating ambiguity and driving clarity across teams.
Passionate about using data to unlock scalable, personalized experiences.
Bachelor’s degree required; MBA or advanced degree preferred.
Vanguard’s hybrid work model is designed to balance flexibility with collaboration. This role required in-office presence on Tuesdays through Thursdays to foster connection, learning, and teamwork, while Mondays and Fridays offer the option to work remotely.
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.
Top Skills
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.
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