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Business Project Manager, Specialist
full-timeMalvern, Charlotte

Summary

Location

Malvern, Charlotte

Type

full-time

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About this role

We are seeking a highly capable and detail-oriented individual to support our B2B product and client experience teams. This role is ideal for someone with a solid understanding of project management practices, a passion for driving operational excellence and change management across cross-functional teams, and experience in agile product management practices and agile tools (JIRA, JPD, Confluence, etc.),

Key Responsibilities:

Program Support

  • 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.

Connecting NPS Feedback with Product

  • 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.

Agile Tooling & Product Lifecycle Support

  • 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.

Saleo Sales Demo Project Management

  • 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. 

Change Management & Enablement

  • 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

Qualifications:

  • 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).

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.

Other facts

Tech stack
Project Management,Agile Methodologies,Change Management,Stakeholder Management,Communication,Product Lifecycle,JIRA,Confluence,UX Operations,Product Analytics,Governance,NPS Feedback,Collaboration,Training,Documentation,Efficiency

About Vanguard

We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests.

For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed.

Community guidelines: vgi.vg/sgl1

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1975

What you'll do

  • The Business Project Manager will partner with divisional program leads to enhance program-level processes and improve stakeholder engagement. They will also establish planning sessions and connect feedback from client-facing teams to product managers.

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Frequently Asked Questions

What does a Business Project Manager, Specialist do at Vanguard?

As a Business Project Manager, Specialist at Vanguard, you will: the Business Project Manager will partner with divisional program leads to enhance program-level processes and improve stakeholder engagement. They will also establish planning sessions and connect feedback from client-facing teams to product managers..

Why join Vanguard as a Business Project Manager, Specialist?

Vanguard is a leading Financial Services company.

Is the Business Project Manager, Specialist position at Vanguard remote?

The Business Project Manager, Specialist position at Vanguard is based in Malvern, Pennsylvania, United States and Charlotte, North Carolina, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Business Project Manager, Specialist position at Vanguard?

You can apply for the Business Project Manager, Specialist position at Vanguard directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Vanguard on their website.