Senior Product Manager, Intelligent Sales Platform

Posted 16 Days Ago
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Malvern, PA, USA
In-Office
Senior level
Fintech
The Role
Lead end-to-end product development for an AI-native sales platform: discover customer problems, define roadmap, partner with engineering and data science to build agentic LLM/ML features, run pilots, measure and drive adoption, and ensure compliance, explainability, and auditability in a regulated financial services environment.
Summary Generated by Built In

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

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 with depth in 0->1 builds through scaled adoption
  • Direct experience shipping AI/ML-powered products (LLMs, ML models, generative features) in production
  • Experience building agentic AI products
  • Strong problem discovery practice
  • Rigorous product analytics skills and ability to define success metrics and run pilots
  • Excellent product execution: prototyping, evaluation design, and driving cross-functional delivery to production
  • Experience with enterprise or B2B products
  • Background in sales technology or CRM platforms
  • Experience in regulated financial services
  • Familiarity with mobile-first product design for field-based users

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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