Product Manager, Workflow Solutions - Financial Advisor Services

The Vanguard Group•Malvern, PA

9d•Hybrid

About The Position

Vanguard's Financial Advisor Services (FAS) organization uses workflow technology to help Sales and service teams support financial advisors and intermediary clients efficiently. The Product Manager will own the vision, strategy, roadmap, and business outcomes for two Appian-based applications: Advisor & Intermediary Request Management (AIRM), which supports requests for the Sales Development Desk and Client Account Administration, and Service Request Tool (SRT), which enables FAS Sales to request consulting services from investment strategists and other subject-matter experts. The role will also define the future of workflow solutions across FAS. The Product Manager will understand user workflows and business problems, set product direction, determine what to build and why, and prioritize based on customer and business value, data, risk, and technical feasibility. Working across Sales, SDD, CAA, strategist teams, engineering, architecture, and other partners, the role will take opportunities from discovery through delivery and adoption. The Product Manager will define measurable outcomes and use evidence to assess whether products create meaningful value. The position includes evolving workflow products to simplify processes, integrate systems, reduce manual effort, and use automation and AI to improve service to advisors and intermediaries. It also includes product discovery, backlog ownership, delivery and operational partnership, adoption planning, product analytics, and collaboration with technology, risk, legal, compliance, and business stakeholders on production AI capabilities.

Requirements

At least 3 years of product management or product ownership experience, with end-to-end ownership of a digital product across discovery, strategy, roadmap development, prioritization, delivery, adoption, and measurement of business outcomes.
Experience owning workflow or business process management (BPM) applications and improving end-to-end business processes.
Ability to make product trade-offs and prioritize competing opportunities using customer insight, data, business value, risk, and technical feasibility.
Experience delivering system integrations, including APIs and data flows, in partnership with engineering and architecture teams.
Strong analytical skills, including defining success metrics, establishing product instrumentation, and using data to guide product decisions.
Strong communication and influence skills, including translating business problems into clear product requirements and explaining technical concepts, decisions, and trade-offs to business and executive audiences.
Ability to manage multiple products and stakeholder groups while creating clarity, aligning expectations, and maintaining focus on the highest-value outcomes.

Nice To Haves

Experience with the Appian low-code platform.
Experience delivering AI or automation capabilities in production workflow applications.
Familiarity with Jira, Confluence, and Agile methodology.

Responsibilities

Own and communicate the vision, strategy, and roadmap for SRT and AIRM in alignment with FAS objectives and enterprise architecture.
Define the future-state workflow product strategy for FAS, including the evolution of platforms, integrations, automation, and AI.
Lead ongoing discovery with Sales, SDD, CAA, strategists, and other users to understand workflows, identify root problems, test assumptions, and develop product opportunities.
Prioritize opportunities using customer insight, data, projected business value, risk reduction, technical feasibility, and effort.
Define measurable outcomes before significant investments and track results such as hours saved, turnaround time, adoption, capacity created, and service quality.
Own and refine the product backlog, making scope and sequencing trade-offs based on user and business value, compliance, data availability, integration complexity, technical health, and team capacity.
Partner with engineering, technology delivery, architecture, and production support to ensure reliable product delivery and operation, balancing new capabilities, technical health, defects, and risk.
Lead change management and adoption planning to help new capabilities deliver sustained user and business value.
Balance stakeholder priorities and keep leaders informed about decisions, roadmap progress, risks, and value delivered.
Identify and deliver AI capabilities for workflow tasks such as email intake, request triage and classification, routing, summarization, and next-best actions.
Evaluate capabilities such as Appian Model Context Protocol (MCP) integrations to improve workflow efficiency, interoperability, and user experience.
Partner with technology, risk, legal, compliance, and business stakeholders to ensure AI capabilities are useful, reliable, explainable, and appropriate for production.
Define product instrumentation, metrics, and reporting for demand, workflow performance, capacity, adoption, and business outcomes.
Establish and monitor measures including turnaround time, SLA performance, request volume, aging items, strategist capacity, adoption, user satisfaction, hours saved, and service quality.
Use quantitative and qualitative evidence to identify opportunities, assess performance, and guide roadmap and investment decisions.
Ensure teams and leaders have clear visibility into demand, capacity, performance, and value delivered.