Product Manager, Enterprise CRM Platform

Vanguard•Malvern, PA

17h•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 Product Manager owns the product from discovery through production and scaled adoption, defining what to build, partnering across functions to deliver it, and measuring outcomes. The platform is intended to give senior executives and client-facing officers better visibility into Vanguard’s engagement with strategic institutional clients and help them prepare for client interactions and follow up effectively. The role includes continuous discovery with executives and senior client-facing officers; defining product requirements and priorities; mapping the end-to-end client engagement lifecycle; and identifying high-impact technology interventions. The Product Manager owns the roadmap from MVP through scaled adoption, drives phased pilots and evidence-based scale decisions, manages 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 support executive decision-making and relationship management, and evaluates agentic AI opportunities. The Product Manager partners with UX and Engineering to develop the platform, establishes success metrics and baselines, runs rigorous pilots, and uses analytics to guide roadmap prioritization.

Requirements

7+ years of product management experience, with 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; listed degree examples 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.
Rigorous product analytics skills, including defining metrics, instrumenting products, and using data to make decisions.
Excellent cross-functional collaboration skills 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 how they prepare for, conduct, and follow up on client engagements.
Define what to build, for whom, and in what order, translating relationship management complexity into clear product requirements.
Map the end-to-end client engagement lifecycle and identify where technology can provide high-leverage interventions.
Own the platform roadmap from MVP through scaled adoption.
Drive phased delivery, including scoping pilots, defining success criteria, and making scale/no-scale decisions based on evidence.
Make scope and sequencing trade-offs considering compliance, data availability, integration complexity, and executive user expectations.
Drive build, buy, or partner decisions for platform capabilities by evaluating CRM and relationship intelligence solutions against platform requirements.
Define how AI and natural-language interfaces surface within the platform to augment executive decision-making and relationship management.
Evaluate agentic AI opportunities that augment executive workflows.
Partner with UX to design experiences that match how senior executives work.
Partner with Engineering to build the platform solution.
Define platform success measures, establish baselines, run rigorous pilots, and use data to guide scale decisions and roadmap prioritization.