Product Manager

📋 Description

• • Own the end-to-end vision for Next Best Action (NBA) and segmentation across Vanguard’s $4 trillion Financial Advisor Services (FAS) division, translating strategic hypotheses into a multi-year product roadmap that deepens advisor connectivity and accelerates revenue growth.
• • Architect and continuously refine a scalable segmentation framework that fuses behavioral, transactional, and engagement data to create dynamic advisor personas and real-time decisioning logic powering every digital touchpoint and sales conversation.
• • Lead the Signals program—FAS’s insight-distribution platform—ensuring that modeled and custom segments, predictive scores, and trigger events are ingested, governed, and activated across CRM, marketing automation, and advisor desktops within milliseconds of signal generation.
• • Partner with analytics squads to design, test, and productionize machine-learning models that predict advisor intent, propensity to adopt new products, and lifetime value; convert model outputs into transparent business rules that frontline teams trust and act upon.
• • Translate segmentation insights into tailored messaging and content by collaborating with Content Strategy, Creative, and Compliance to deliver hyper-relevant emails, in-portal banners, and advisor call scripts that lift engagement rates and shorten sales cycles.
• • Operationalize NBA logic through an experimentation engine—define hypotheses, construct A/B and multivariate tests, measure lift against OKRs, and socialize learnings so that every iteration is more precise and impactful than the last.
• • Serve as the connective tissue across Distribution Enablement, Digital Product, Data Engineering, and Sales Leadership, ensuring that segmentation use cases, decisioning rules, and signal priorities are embedded in quarterly go-to-market plans and technology backlogs.
• • Establish and evangelize measurement frameworks that track advisor engagement, pipeline velocity, product adoption, and client outcomes; present insights to senior executives and use data to secure continued investment in personalization capabilities.
• • Mentor junior product owners and analysts in structured prioritization (RICE, WSJF), agile ceremonies, and storytelling with data, fostering a culture of experimentation, psychological safety, and continuous learning.
• • Champion privacy, security, and ethical AI standards by partnering with Risk, Legal, and Compliance to ensure all segmentation and NBA initiatives meet SEC, FINRA, and internal Vanguard policies.
• • Navigate ambiguity with a systems-thinking mindset—identify upstream data gaps, downstream adoption blockers, and cross-channel dependencies—then drive clarity through decision docs, journey maps, and executive briefings that align 50+ stakeholders.
• • Spend Tuesdays through Thursdays in Vanguard’s Malvern, PA campus for white-boarding, user-shadowing, and sprint reviews; leverage Mondays and Fridays for deep-focus remote work that advances roadmap deliverables and strategic analysis.