Product Manager, Enterprise Client Relationship Manager Platform
Core
Building a centralized AI-driven relationship management platform to provide visibility into Vanguard's engagement with strategic institutional clients.
Role type
Senior Product Manager (Enterprise Client Relationship Management Platform)
Builds
A centralized relationship intelligence platform with AI-driven insights for senior executives and client-facing officers.
Domain
Financial Services / Enterprise Relationship Management / AI
Deliverable
production ML models
Required skills
Product discovery, requirements definition, roadmap ownership, build/buy/partner decisions, AI/ML product capabilities, UX design, product analytics, cross-functional collaboration, enterprise/B2B product experience
Preferred skills
Regulated financial services experience, relationship intelligence platforms, AI with natural language interfaces, Microsoft Dynamics/Affinity familiarity, executive user adoption
Technologies
AI, Natural Language Interfaces, Microsoft Dynamics, Affinity
Responsibilities
Lead continuous discovery with executives to understand client engagement workflows; Define product requirements and roadmap from MVP to scaled adoption; Drive build/buy/partner decisions for platform capabilities; Define how AI and natural language interfaces augment executive decision-making; Partner with UX and Engineering to build the platform; Define metrics and use data to drive roadmap prioritization.
Seniority
Senior, hands-on IC