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Senior Manager, Dynamics® CRM Product Strategy


This is a Full-time position in malvern, pa posted March 19, 2023.

The Microsoft Dynamics Client Relationship Management (CRM) tool is recognized as a key strategic technology used across the sales and service functions within our Institutional Investor Group (IIG). We are seeking a motivated strategic business technology leader to help craft and own the development of the strategic vision and product roadmap. Microsoft Dynamics is a unique tool requiring the team to be highly collaborative and demonstrate expertise across process, technical, and data domains. This role, spans across IIG providing an outstanding vantage point from which to grow as a leader, drive business change, and advance and automate business processes.

In this role, you will:

  • Support the development of the IIG CRM strategic vision and product roadmap.
  • Guide your team from early stages of strategic capability development through final delivery.
  • Partner with the sub-division leaders to implement process changes and ensure system training is delivered, as needed.
  • Build and own relationships with critical partners and colleagues throughout Vanguard to enable success.
  • Represent the team’s work and outcomes to senior partners across the business.
  • Hire, evaluate, and supervise a team. Provides guidance and training as needed to manage a team. Set performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Lead cross-divisional program or multiple workstreams within a larger program. Drive all phases of the CRM lifecycle from inception through implementation while ensuring that business objectives are delivered with high quality and within targeted timeframes.
  • Create and maintain a multi-year program strategy that clearly identifies specific actions and tasks needed to achieve future state goals. Provide written and verbal communication to many different audiences within Vanguard on the status of the program.
  • Build and maintain strategic relationships across sites, departments, divisions, and internal and external partners to support their program initiatives. Develop strong relationships with program leadership, sponsors, and workstream leads.
  • Ensure all steps are taken to mitigate risk, and retain control, compliance, audit, and legal requirements. Integrate and handle organisational change efforts across the overall program. Closely run program costs and budget and call out cost variances appropriately and timely.

What it takes:

  • Minimum of eight years related business experience, with at least four years of project management experience.
  • Previous people-leadership experience preferred.
  • Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.

Special Factors:

  • Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.