Sr. Product Manager, Engagement Management Journey

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 engagementsacross 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 engagementswhether by phone virtual meeting or inperson conversation. Were 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 engagementsacross 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

• 7-10 years of digital product management experience preferably within sales CRM analytics or workflowheavy systems.

• Experience with datadriven or workflowheavy enterprise tools.

• Demonstrated ability to make build vs. buy vs. hybrid decisions for enterprise capabilities.

• Track record of optimizing workflows improving UX and enhancing performance in enterprise tools.

• Strong analytical communication and collaboration skills.

• Familiarity with Agile/Scrum methodologies.

• Minimum 10 years of experience in product management or digital strategy roles. At least 3 years leading large cross-functional teams on major organizational projects preferred.

• Bachelors degree (B.E./ in Business Computer Science Engineering or related field required; Masters degree (MBA or equivalent) preferred.

• Good to have skills in digital product lifecycle management market analysis customer experience design and stakeholder management. Strong capability in data-driven decision-making product innovation and cross-functional collaboration.

• Proficiency in tools such as Jira Confluence Aha! and data analytics platforms (e.g. Tableau Power BI) is preferred.

• Excellent verbal and written communication critical thinking and strategic planning abilities.

• Any of the following certifications are preferred: Certified Scrum Product Owner (CSPO) Pragmatic Institute Product Management Certification SAFe Product Owner/Product Manager (POPM).

• Ability to thrive in fast-paced environments balancing multiple priorities while delivering high-impact results.

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 youre 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 youll help shape the next generation of sales productivityenhancing engagement insight capture followup execution and overall sales impact.

Special Factors

Sponsorship

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.