Product Manager at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset Management, FinTechIndustries

Requirements

8–12 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
Bachelor’s degree required; MBA or advanced degree preferred

Responsibilities

Own the end-to-end NBA and Segmentation vision and strategy, including roadmap development, prioritization frameworks, and cross-functional alignment
Lead the Signals program, FAS’s 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
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
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
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
Instill an experimentation mindset, mentoring others to define, construct, and experiment

Skills

Product Management

Personalization

Next Best Action

Segmentation

Lead Scoring

Real-time Decisioning

Predictive Models

Roadmap Development

Cross-functional Alignment

Analytics

Digital Platforms

Sales Enablement

Behavioral Signals

Client Journey

A/B Testing

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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