The Sr. Product Manager, Engagement Management Journey is an individual contributor responsible for defining and advancing the strategy for engagement intelligence within the FAS Sales Product suite. This position centers on capturing, analyzing, and operationalizing insights from sales engagements—across phone, virtual, and in person channels. It also requires familiarity with CRM systems to ensure alignment between engagement data, client profiles, and opportunity records.
A major accountability of this role is making build, buy, or hybrid decisions as new capabilities are added to the Engagement Management ecosystem. The role involves continuously evaluating what should be built in house, what should leverage vendor tools, and where hybrid solutions create the best value.
You will partner closely with cross functional teams to deliver intuitive, high performing solutions that increase sales effectiveness, improve follow up consistency, and strengthen the quality of interactions with advisors and prospects.
Shape the Future of Engagement Intelligence at Vanguard
At Vanguard, our sales channels are at the heart of how we empower our Financial Advisor Services (FAS) sales crew. As the sales landscape evolves, we see significant opportunities to transform how sales executives capture insights from client and prospect engagements—whether by phone, virtual meeting, or in‑person conversation. We’re seeking an Sr. Product Manager, Engagement Management Journey who will own the Engagement Intelligence and Post‑Engagement Follow‑Up workflows across the Sales Product ecosystem, modernizing how sales executives document interactions, extract insights, and take informed next steps.
This role plays a critical part in shaping a digital‑first sales experience, ensuring that engagement workflows are intuitive, insight‑rich, and seamlessly connected to the broader Sales Product suite.
Role Overview
The Sr. Product Manager, Engagement Management Journey is an individual contributor responsible for defining and advancing the strategy for engagement intelligence within the FAS Sales Product suite. This position centers on capturing, analyzing, and operationalizing insights from sales engagements—across phone, virtual, and in‑person channels. It also requires familiarity with CRM systems to ensure alignment between engagement data, client profiles, and opportunity records.
A major accountability of this role is making build, buy, or hybrid decisions as new capabilities are added to the Engagement Management ecosystem. The role involves continuously evaluating what should be built in‑house, what should leverage vendor tools, and where hybrid solutions create the best value.
You will partner closely with cross‑functional teams to deliver intuitive, high‑performing solutions that increase sales effectiveness, improve follow‑up consistency, and strengthen the quality of interactions with advisors and prospects.
Key Responsibilities
Own & Optimize Engagement Management Workflows
Own the strategy, roadmap, and performance of Engagement Intelligence capabilities.
Improve workflows that capture key details from sales calls, virtual meetings, and in‑person interactions.
Ensure that insights from engagements flow seamlessly into CRM and downstream workflows.
Advance Post‑Engagement Follow‑Up Capabilities
Strengthen follow‑up processes, including documenting next steps, triggering tasks, and surfacing recommended actions.
Improve the consistency, quality, and timeliness of post‑engagement follow‑up in sales tools.
Ensure follow‑up workflows are intuitive, reduce administrative burden, and enhance sales executive readiness.
Make Build / Buy / Hybrid Decisions
Evaluate market solutions, internal capabilities, and hybrid approaches for new features.
Develop recommendations and business cases for whether to build internal tools, integrate vendor platforms, or pursue combined approaches.
Ensure decisions balance usability, scalability, cost, and time‑to‑value.
Strengthen Ties to CRM & Sales Data
Ensure Engagement Management workflows complement and enhance data flows in CRM systems.
Collaborate with CRM teams to integrate engagement data with client records, opportunities, and activity management.
Define and Deliver KPI‑Driven Outcomes
Improve the quality and completeness of engagement documentation.
Increase the speed and consistency of post‑engagement follow‑up.
Enhance overall sales readiness and support stronger sales interactions.
Cross‑Functional Collaboration
Partner with product, technology, UX, sales, compliance, and strategy teams to align capabilities with business goals.
Support training, rollout readiness, and change management for new Engagement Management capabilities.
Champion Innovation
Promote user‑centric design thinking and rapid experimentation to validate concepts and accelerate learning cycles.
Required Skills & Qualifications
4-6 years of digital product management experience, preferably within wealth tech, financial/investment services sales.
Proven track record of owning products/features end-to-end.
Demonstrated ability to define product strategy and roadmap, write creal product requirements, and prioritize features based on impact and tradeoffs.
Demonstrated ability to make build vs. buy vs. hybrid decisions.
Track record of optimizing workflows, improving UX, and enhancing performance.
Strong analytical, communication, and collaboration skills.
Familiarity with Agile/Scrum methodologies.
Ideal Candidate Attributes
Holistic thinker with a passion for modernizing digital sales processes.
Proactive problem solver who thrives in dynamic, fast‑paced environments.
Comfortable influencing without authority and driving adoption of new workflows.
Committed to enabling sales teams and delivering measurable business outcomes.
Leave Your Mark
If you're a digital native with a passion for innovation and a track record of elevating enterprise digital experiences, we want to hear from you. As our Sr. Product Manager, Engagement Management Journey, you’ll help shape the next generation of sales productivity—enhancing engagement insight capture, follow‑up execution, and overall sales 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.
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.
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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.
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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.
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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.
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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.
