Vanguard · 2 months ago
Senior Manager, Sales Digital Product Journeys
Vanguard is a leading investment management company that is focused on the long-term financial wellbeing of its clients. They are seeking a Senior Manager for Sales Digital Product Journeys to lead the development of AI-driven digital sales tools and enhance the internal sales experiences. This role involves defining product strategies, collaborating with cross-functional teams, and driving innovation to meet the evolving needs of sales professionals and financial advisors.
FinanceFinancial Services
Responsibilities
Lead the core digital product management across pre-sales, in meeting, and post-sales crew journeys
Create and drive a compelling and transformative vision on how to enable the sales experience, with consideration for industry trends and best practices
Develop and execute product strategies that align with business goals and enhance the digital experience for sales executives
Collaborate with peers and cross-functional teams to build sales process and digital tools in a way that brings together the sales and advisor experiences, ensuring seamless integration and delivery
Oversee implementation of digital tools and technologies that enhance distribution effectiveness and streamline processes
Partner with sales leaders to drive utilization of new and existing sales tools
Level-up team talent to develop user-centric mindsets, establish the team as thought-partners, and encourage rapid experimentation
Qualification
Required
Minimum of 8 years of digital product management experience
Previous people-leadership experience mandatory
Proven ability to manage cross-functional projects and drive alignment among diverse stakeholders
Possesses a Design Thinking Mindset with expertise in developing Personas and Journey Maps
Excellent communication, presentation, and interpersonal skills
Analytical mindset with experience using data to drive decisions
Familiarity with Agile/Scrum methodologies
Undergraduate degree or equivalent combination of training and experience required
Preferred
Five years of leading product management teams on major organizational projects preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Recent News
2025-09-05
2025-03-15
Company data provided by crunchbase