Sr. Product Manager, Engagement Management Journey

About the Role

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 inperson conversation. We're seeking an Sr. Product Manager, Engagement Management Journey who will own the Engagement Intelligence and PostEngagement FollowUp 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 digitalfirst sales experience, ensuring that engagement workflows are intuitive, insightrich, 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 inperson 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 inhouse, what should leverage vendor tools, and where hybrid solutions create the best value. You will partner closely with crossfunctional teams to deliver intuitive, highperforming solutions that increase sales effectiveness, improve followup 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 inperson interactions.
• Ensure that insights from engagements flow seamlessly into CRM and downstream workflows.

Advance PostEngagement FollowUp Capabilities

• Strengthen followup processes, including documenting next steps, triggering tasks, and surfacing recommended actions.
• Improve the consistency, quality, and timeliness of postengagement followup in sales tools.
• Ensure followup 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 timetovalue.

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 KPIDriven Outcomes

• Improve the quality and completeness of engagement documentation.
• Increase the speed and consistency of postengagement followup.
• Enhance overall sales readiness and support stronger sales interactions.

CrossFunctional 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 usercentric 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, fastpaced 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, followup 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.