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CRM Product Manager
CRM Product Manager-August 2024
Malvern
Aug 2, 2025
ABOUT VANGUARD
Vanguard is changing the way the world invests with its unwavering focus on investors.
10,000+ employees
Consulting, Financial Services
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About CRM Product Manager

  Vanguard's Financial Advisor Services (FAS) technology group is looking for a highly motivated Product Manager. This player/coach will be responsible for leading the strategic product strategy, driving product maturity and user adoption, and managing a team of product owners for FAS' CRM system, Microsoft Dynamics. This role will be responsible for the overall strategic vision, roadmap, and ensuring alignment to our multi-year sales technology vision; often requiring cross-divisional business and technology stakeholder management and prioritization. Additionally, this role will also be responsible for directly owning components of the product roadmap, while providing leadership for aligned product owners. Bringing prior experience and a deep comprehensive understanding of CRM products, the role they play in a B2B sales organization, and associated leading practices will be critical to helping drive the product maturity.

  Core Responsibilities:

  Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

  Oversees product management activities for FAS' CRM system, Microsoft Dynamics and associated components / integrations .

  Influences and collaborates with cross-functional teams to create best practices that drive significant change to the user experience.

  Provides guidance and coaches product teams towards best practices and learnings. Manages product teams' support of the messaging, communication, and client outreach as necessary.

  Facilitates strong business support through working with team members to promote a consistent approach to decisions/impacts and client propositions.

  Leads the planning, development, and implementation of new product capabilities and/ or enhancements with significant impact. Defines and analyzes markets, developing detailed product features and requirements, and developing implementation plans.

  Influences and employs a variety of qualitative and quantitative analysis techniques to continually improve the user experience. Responsible for defining and measuring product maturity and other measures of success on a recurring basis.

  Participates in and influences ongoing business planning and departmental prioritization activities.

  Participates in special projects and performs other duties as assigned.

  What it takes:

  Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.

  Five years related business experience. Three years of leading cross-functional teams on major organizational projects preferred. Prior supervisory experience preferred.

  Prior product ownership experience required.

  Deep knowledge of Microsoft Dynamics CRM and Power Platform suite strongly preferred.

  Special Factors

  Sponsorship

  Vanguard is not offering visa sponsorship for this position.

  About Vanguard

  We are Vanguard. Together, we’re changing the way the world invests.

  For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

  We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

  Inclusion Statement

  Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

  We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

  When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

  Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

  How We Work

  Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

  Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

  This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy (https://www.vanguardjobs.com/site-privacy-policy/) to read more information and learn how to change your preferences.

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