This role will lead cross-functional initiatives to define, mature, and scale the B2B CX portfolio strategy, operating model, and decision frameworks. The role will apply experiences in business portfolio/program management, AI strategy and execution, and scaling product maturity to drive alignment, prioritization, and measurable business outcomes across the B2B CX organization.

Details:

This role sits within the B2B CX Enablement team and is responsible for influencing and shaping how work is prioritized, planned, delivered, and measured across the portfolio. This role will partner closely with B2B teams across Product, Client Experience, UX, and our Senior Leadership as well as stakeholders in Data & Analytics and client-facing teams (CSG, CEG). The goal of this role is to build a stronger portfolio management discipline, improving transparency, prioritization, strategy, storytelling, and data-driven decision-making.

The role spans three key focus areas: B2B Portfolio Management, AI Portfolio Strategy Execution, and Scaling Product Team Maturity

Responsibilities:

• B2B Portfolio Management

  • Establish and maintain a single, centralized view of the B2B portfolio (business cases, in-flight initiatives, roadmap, dependencies) with clear linkage between portfolio work and business outcomes (e.g., OKRs, NPS, Divisional Priorities)

  • Provide real-time insights to leadership (dashboards, reporting, etc.) which will inform roadmap sequencing, prioritization, and trade-off decisions

  • Create executive storytelling and run regular portfolio reviews for leadership by articulating what is delivered, why, and the business value achieved

• AI Portfolio Strategy

  • Aggregate and prioritize AI use cases into a cohesive, enterprise-aligned portfolio across predictive, automation, agentic, decisioning, and other AI categories

  • Define and maintain AI roadmap, dependencies, and strategy artifacts aligned to divisional and enterprise priorities; develop executive-level storytelling and promote visibility of AI outcomes and success stories

  • Translate AI strategy into concrete governance processes and measurements, including: success metrics, in-take processes, leadership prioritization forums, adoption tracking, performance, and ROI of deployed AI tools

  • Build playbooks and documentation to support scaling of AI solutions through hands-on experimentation and pathways to production

  • Operationalize the B2B AI strategy in a way that enables our teams to approach AI in a common way through shared frameworks, language, skillsets, and education

  • Stay current on AI tooling and capabilities to surface relevant opportunities for our product teams

• Scaling Product Team Maturity

  • Own and scale a consistent, enterprise-aligned Big Room Planning (BRP) discipline across B2B to improve prioritization, transparency, and delivery predictability; expanding the cadence to include all B2B product teams and ensuring consistent execution across the portfolio

  • Establish a common planning clock with standardized preparation timelines, planning and prioritization timelines, artifacts, and expectations to improve cross-team coordination and readiness

  • Define and embed planning standards (capacity planning, confidence scoring, dependency management) to strengthen prioritization discipline and increase delivery predictability of the B2B portfolio

  • Partner with Product and Business Leadership to align priorities, surface trade-offs, and ensure planning outputs reflect enterprise and client experience goals

  • Continuously improve the BRP process by incorporating feedback, aligning with evolving VWS product practices, and refining tools/templates to reduce friction

Qualifications and Skills:

• Minimum of 6 years of experience in product strategy, business portfolio management, program management, product operations, or related roles

• Demonstrated ability to influence across a matrixed organization and senior leadership

• Strong analytical and problem-solving skills, with the ability to translate data into actionable insights

• Experience working with cross-functional teams including Product, Technology, Data & Analytics, and Senior Leadership

• Proven ability to drive alignment, prioritization, and decision-making in ambiguous environments

• Excellent communication and storytelling skills, including experience preparing materials for senior leadership

• Experience with business portfolio management, business case governance, or Agile planning frameworks (e.g., Big Room Planning)

• Familiarity with AI/ML use cases, AI/automation tooling (Co-Pilot, Claude Code, agent-based workflows, etc.) and enterprise AI strategy concepts

• Knowledge of Workplace Solutions, Recordkeeping, or B2B Client Experience preferred

• PMP, CSM, or similar certifications preferred

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe'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.