Sr. Product Manager, Meeting Prep Journey

The Sr. Product Manager Meeting Prep Journey is an individual contributor responsible for defining and advancing the strategy for Meeting Preparation within the FAS Sales Product suite. This role focuses on enhancing a homegrown meeting prep application (Client Profile) that stitches together FAS data into actionable insights for sales executives. It also requires familiarity with CRM systems to ensure alignment with client and opportunity data.

You will partner closely with cross functional teams to deliver intuitive high performing solutions that increase meeting effectiveness support sales readiness and strengthen the quality of interactions with advisors and prospects.

Shape the Future of Meeting Preparation 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 prepare for client and prospect meetings. Were seeking a Sr. Product Manager Meeting Prep Journey who will own the Meeting Preparation workflows across the Sales Product ecosystemmodernizing how sales executives access insights navigate data and prepare for highimpact interactions.

This role plays a critical part in shaping a digitalfirst sales experience ensuring that meetingprep workflows are intuitive data-rich and seamlessly connected to the broader Sales Product suite.

Role Overview

The Sr. Product Manager Meeting Prep Journey is an individual contributor responsible for defining and advancing the strategy for Meeting Preparation within the FAS Sales Product suite. This role focuses on enhancing a homegrown meetingprep application (Client Profile) that stitches together FAS data into actionable insights for sales executives. It also requires familiarity with CRM systems to ensure alignment with client and opportunity data.

You will partner closely with crossfunctional teams to deliver intuitive highperforming solutions that increase meeting effectiveness support sales readiness and strengthen the quality of interactions with advisors and prospects.

Key Responsibilities

Own & Optimize Meeting Preparation Workflows

• Own the strategy roadmap and performance of Meeting Prep capabilities within the Sales Product ecosystem.

• Improve workflow efficiency streamline the preparation process and ensure sales executives can quickly access relevant client practice and product insights.

• Identify sales crew pain points and deliver modern intuitive solutions grounded in real meetingprep needs.

Leverage & Advance Homegrown Meeting Prep Solutions

• Enhance the internal Meeting Prep application that aggregates and synthesizes FAS data.

• Lead improvements that make insights easier to discover interpret and act on prior to client and prospect meetings.

• Ensure the application remains tightly integrated with CRM and other sales tools.

Strengthen Ties to CRM & Sales Data

• Ensure Meeting Prep workflows complement and enhance data flows from CRM systems.

• Collaborate with CRM teams to ensure alignment between client data opportunity records and meetingprep insights.

Define and Deliver KPIDriven Outcomes

• Drive measurable increases in the ease and speed of accessing key meetingprep insights.

• Improve sales executive confidence and efficiency in preparing for meetings.

• Enhance overall sales readiness and support stronger sales interactions.

CrossFunctional Collaboration

• Partner with product technology UX sales and strategy teams to align capabilities with business goals.

• Support training rollout readiness and change management for Meeting Prep tools and enhancements.

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.

• Familiarity with CRM systems (e.g. Microsoft Dynamics).

• Experience working with datadriven or workflowheavy enterprise tools.

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

• Strong analytical communication and collaboration skills.

• Familiarity with Agile/Scrum methodologies.

• Minimum 8 years of related work experience with at least two years of experience leading large cross-functional teams on major organizational projects.

• Bachelors degree (B.E./) in Computer Science or IT or Bachelors in Computer Applications (BCA) or Masters in Computer Applications (MCA).

• Strong expertise in digital product management market analysis and user experience optimization.

• Proven ability to translate customer insights into product improvements and new features.

• Experience working with engineering teams to drive product development from concept to launch.

• Excellent strategic thinking problem-solving and decision-making skills.

• Strong communication and stakeholder management abilities to align product strategy with business goals.

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 capabilities.

• 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 Meeting Prep Journey youll help shape the next generation of sales productivityenabling smarter preparation better insights and stronger client engagement.

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.