CRM Product Manager

Shape the Future of CRM & Sales Channels at Vanguard: At Vanguard, our sales channels are at the heart of how we empower our Financial Advisor Services (FAS) sales crew. As we continue to evolve, we recognize significant opportunities to modernize and optimize our existing CRM platform while preparing for the next generation of sales technology. We're seeking a CRM Product Manager who will own our FAS CRM (Microsoft Dynamics) and lead the development of Co-Pilot workflows that will define the future of sales technology.

This isn't just about incremental enhancements; it's about reinventing how sales executives and financial advisors engage with digital tools-anticipating their evolving needs and contributing to a digital-first, modern sales experience.

Role Overview

The CRM Product Manager is an individual contributor responsible for owning and advancing Vanguard's Microsoft Dynamics CRM platform while shaping new digital channels added...

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