# Product Manager, Workflow Solutions - Financial Advisor Services at Vanguard

Vanguard is hiring a Product Manager, Workflow Solutions - Financial Advisor Services. Level rates it Little AI ●○○○; you can [apply on Vanguard](https://jobsbylevel.com/go/94bb45b5-79fe-4108-a84a-155b1a12f712?utm_medium=ai-agent).

AI Level 1, AI centrality 10 out of 100. Malvern, PA.

## Details

- Company: [Vanguard](https://jobsbylevel.com/companies/vanguard)
- AI level: AI Level 1 (score 10 out of 100)
- Location: Malvern, PA
- Posted: October 29, 2026
- Apply: https://jobsbylevel.com/go/94bb45b5-79fe-4108-a84a-155b1a12f712?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=product-manager-workflow-solutions-financial-advisor-services-at-vanguard-ed6cdf

## Description

Shape the Workflow Solutions That Power FAS Sales and Enhance Advisor Experience Vanguard's Financial Advisor Services (FAS) organization relies on workflow technology to help Sales and service teams efficiently support financial advisors and intermediary clients. Two Appian-based applications are at the center of these workflows today: Advisor & Intermediary Request Management (AIRM). AIRM supports request management for the Sales Development Desk (SDD) and Client Account Administration (CAA), including strategist engagements, literature and gift orders, website support, advisor access management, and intermediary client requests. Service Request Tool (SRT). SRT enables FAS Sales to request consulting services from investment strategists and other subject-matter experts across FAS. We are seeking a Product Manager to own the vision, strategy, roadmap, and business outcomes for SRT and AIRM while defining the future of workflow solutions across FAS. This role will identify opportunities to simplify workflows, integrate systems, reduce manual work, and use automation and AI to improve how FAS serves advisors and intermediaries. Role Overview As the FAS Workflow Solutions Product Manager, you will own the strategy and evolution of business-critical workflow products that help FAS scale its services efficiently and consistently. You will deeply understand user workflows and business problems, set product direction, decide what to build and why, and make prioritization decisions based on customer and business value, data, risk, and technical feasibility. You will work across Sales, the Sales Development Desk, Client Account Administration, strategist teams, engineering, architecture, and other partners to take opportunities from discovery through delivery and adoption. And, you will define measurable outcomes and use data to determine whether the solutions we build are creating meaningful value. What You'll Own Product Strategy & Roadmap Define and communicate a clear, forward-looking vision and roadmap for SRT and AIRM that aligns with FAS business objectives and enterprise architecture. Define the future-state workflow product strategy for FAS, including how existing platforms, integrations, automation, and AI should evolve to meet changing business needs. Lead continuous product discovery with Sales, SDD, CAA, strategists, and other users to understand end-to-end workflows, identify root problems, test assumptions, and translate insights into product opportunities. Prioritize competing opportunities using customer insight, data, projected business value, risk reduction, technical feasibility, and effort. Define measurable product outcomes before significant investments are made. Track results such as hours saved, turnaround time, adoption, capacity created, and service quality, and use those results to inform future investment. Delivery & Execution Own and refine the product backlog, making scope and sequencing trade-offs based on user and business value, compliance, data availability, integration complexity, technical health, and team capacity. Partner with engineering, technology delivery, architecture, and production support to ensure reliable delivery and operation of the products, making appropriate trade-offs across new capabilities, technical health, defects, and risk. Lead change management and adoption planning so that new capabilities translate into sustained user and business value. Balance priorities across stakeholder groups and keep leaders informed through clear, outcome-oriented updates on decisions, roadmap progress, risks, and value delivered. AI-Enabled Workflow Identify and deliver AI capabilities that reduce manual effort and improve service quality, including AI-assisted email intake, request triage and classification, routing, summarization, and next-best actions. Evaluate emerging capabilities, including Appian Model Context Protocol (MCP) integrations, to improve workflow efficiency, interoperability,

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Source: https://jobsbylevel.com/jobs/product-manager-workflow-solutions-financial-advisor-services-at-vanguard-ed6cdf

## Cite this page

Level. https://jobsbylevel.com/jobs/product-manager-workflow-solutions-financial-advisor-services-at-vanguard-ed6cdf.

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