Product Manager, Enterprise Client Relationship Manager Platform

The Vanguard Group•Malvern, PA

11h•Hybrid

About The Position

The Enterprise Client Relationship Management Platform Product Manager is an individual contributor responsible for building Vanguard’s relationship intelligence platform for enterprise client coverage. The role owns the product from early discovery through production and scaled adoption, defining what to build, partnering across functions to deliver it, and measuring its effectiveness. The platform is intended to help senior executives and client-facing officers prepare for and follow up on interactions with Vanguard’s most strategic institutional clients, supporting trust and deeper relationships. The Product Manager leads ongoing discovery with executives and senior client-facing officers, defines product requirements and priorities, and maps the client engagement lifecycle to identify high-value technology interventions. The role owns the roadmap from MVP through scale, guides pilots and scale decisions using evidence, makes scope and sequencing trade-offs, and evaluates build, buy, or partner options for platform capabilities. The role also defines how AI and natural-language interfaces can augment executive decision-making and relationship management, including evaluating agentic AI opportunities. The Product Manager partners with UX and Engineering on the platform experience and implementation, and establishes product metrics, baselines, pilots, and analytics to inform roadmap priorities and adoption decisions.

Requirements

At least 7 years of product management experience.
Demonstrated strength in discovery, requirements definition, prioritization, solutioning, and cross-functional delivery.
Bachelor’s degree in Business Administration, Computer Science, Engineering, Information Systems, or a related field; examples listed include B.E., B.Tech, and BBA.
Experience building or significantly evolving CRM or relationship intelligence platforms.
Experience shipping AI/ML-powered product capabilities in production.
Strong UX sensibility.
Strong product analytics skills, including defining metrics, instrumenting products, and using data to make decisions.
Excellent cross-functional collaboration with Engineering, Data Science, UX, and business stakeholders.
Experience with enterprise or B2B products.

Nice To Haves

Experience in regulated financial services or institutional client management.
Background in relationship intelligence, CRM platforms, or executive-facing tools.
Experience building AI products with natural-language interfaces.
Familiarity with Microsoft Dynamics, Affinity, or comparable relationship management platforms.
Experience driving adoption with senior or executive user populations.

Responsibilities

Lead continuous discovery with executives and senior client-facing officers to understand client engagement preparation, conduct, and follow-up.
Define product scope, users, requirements, and priorities, translating relationship management complexity into clear product requirements.
Map the end-to-end client engagement lifecycle and identify high-leverage technology interventions.
Own the platform roadmap from MVP through scaled adoption.
Drive phased delivery, including scoping pilots, defining success criteria, and making evidence-based scale/no-scale decisions.
Make scope and sequencing trade-offs considering compliance, data availability, integration complexity, and executive user expectations.
Drive build, buy, or partner decisions and evaluate CRM and relationship intelligence solutions against platform requirements.
Define how AI and natural-language interfaces surface in the platform to augment executive decision-making and relationship management.
Evaluate agentic AI opportunities that can augment executive workflows.
Partner with UX to design experiences suited to senior executives.
Partner with Engineering to build the platform solution.
Define platform success measures, establish baselines, run pilots, and use data to prioritize the roadmap.