Vanguard · 1 day ago
Business Project Manager, Specialist
Charlotte, NC
Full-time
Hybrid
Mid Level
3+ years expVanguard is a company dedicated to the long-term financial wellbeing of its clients. They are seeking a highly capable individual to support their B2B product and client experience teams, focusing on project management, operational excellence, and change management across cross-functional teams.
FinanceFinancial Services
No H1B
Responsibilities
Partner with divisional program leads to drive tighter integration across Product, Journeys, Marketing and the NPS team to enable more impactful positioning to clients
Own reporting, governance, and stakeholder forums for the Plan Sponsor Experience program, enhancing program-level processes to improve efficiency and stakeholder engagement
Establish and lead B2B CX Big Room Planning sessions to strengthen product planning alignment across the B2B portfolio, leveraging standardized documentation, communication, and stakeholder coordination
Lead and partner cross-functionally with divisional teams (Marketing, DE, CSG, etc.) to coordinate and improve our NPS feedback loop process, connecting feedback from our client-facing crew and NPS survey themes with B2B Product Managers and their backlogs
Provide input and help coordinate communication between B2B Product Managers and client-facing teams, enabling our crew to message an effective story with Plan Sponsors
Ensure accountability by reinforcing Product Manager adherence to the DPM Standards, Playbook and Methodology
Collaborate with UX Operations and VWS Tech to enhance processes and best practices for Product Managers as part of the product-centric operating model
Optimize tools and workflows for Product Managers and Client Experience Owners by assessing current-state utilization (i.e. JPD, Confluence, Jira, etc), promoting new tooling considerations, and designing/implementing best practices
Partner with UX to support execution of Saleo integration across workflows, ensuring adoption and alignment with strategic objectives to advance the Workplace Solutions sales demo strategy
Partner with cross-functional teams to implement and optimize Saleo usage, supporting ongoing enhancements and best practices
Deliver change management activities, including communications, training sessions, and enablement tailored to diverse audiences
Collaborate on change management efforts for new product launches, processes, tools, and other initiatives impacting both B2B and/or our plan sponsors
Partner to establish new processes for the B2B Enablement team that support our ability to manage work, scope, and capacity as well as metrics and KPI tracking for team initiatives
Qualification
Required
3-5+ years of experience in product operations, agile project management, or a related role
Undergraduate degree or equivalent combination of training and experience required
Familiarity in project management and agile tools (JIRA, JPD, Confluence, etc.)
Strong understanding of agile methodologies (Scrum, Kanban, SAFe)
Experience supporting product teams through the full lifecycle—from discovery to delivery
Strong understanding of change management principles and proven ability to lead change management initiatives and drive adoption
Excellent communication, facilitation, and stakeholder management skills
Familiarity with product analytics tools (e.g., Tableau, PowerBI)
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2026-01-20
2025-09-05
2025-03-15
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