Senior Product Manager, Intelligent Sales Platform

$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in digital product management, with a focus on mobile or AI-based systems.
  • Strong track record in optimizing workflows and improving user experience in enterprise applications.
  • Experience in assessing and implementing emerging sales technologies.
  • Excellent analytical, communication, and collaboration skills.
  • Familiarity with Agile/Scrum methodologies.

Responsibilities

  • Drive improvements to the Mobile Platform focusing on user workflow and experience enhancements.
  • Identify and resolve user pain points by developing modern mobile solutions for sales operations.
  • Evaluate and pilot new technologies to enhance or replace existing sales tools.
  • Develop strategies for the smooth adoption and realization of new digital channels.
  • Collaborate with cross-functional teams to align product capabilities with business goals effectively.
  • Support change management and training for the sales organization during new implementations.
  • Drive innovation through user-centered design thinking and rapid experimentation.

Benefits

  • Opportunity to lead the modernization of digital sales processes.
  • Ability to influence and drive technology adoption within teams.
  • Access to a collaborative environment with cross-functional partnerships.
  • A role that emphasizes innovation and shaping the future of sales interactions.
Full Job Description

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 01 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 01 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.

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