Product Manager

Malvern, PA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

With over $4 trillion in assets under management across our intermediary channel Vanguards 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 were building a more intuitive and integrated experience for 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 FASs lead scoring system to drive superior client outcomes and business impact.

This leader will serve as a strategic connector across platforms and teamsensuring 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 FASs 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

812 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.
Bachelors degree required; MBA or advanced degree preferred.

Vanguards 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 dont just have a missionwere 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.

Required Experience: