Matthew J. Mundy

Enthusiast
DISC Type : i

Product Manager Vanguard Workplace Solutions at Vanguard

Greater Philadelphia, United States

Overview

As a Product Manager in Workplace Solutions at Vanguard, Matthew is a results-oriented IT professional with a background as a Project Manager and Business Analyst. His career includes key roles at IBM, Fiserv, and SEI Investments, focusing on financial services. He holds a CFA Institute Investment Foundations Certification and studied at The Wharton School.

While at Fiserv, he built new software requirement specifications to adhere to the Dodd-Frank regulatory rules.

Personality Overview

Amiable & Agreeable

Consensus Focused

Story Driven

They are generally friendly, so be careful when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Financial Technology
His career is centered on technology in financial services, with experience at Vanguard, IBM, Fiserv, and SEI Investments building enterprise software solutions.
Product Management
Currently a Product Manager at Vanguard, he leads teams to align product portfolios with strategic sales goals and spearheads new builds.
Regulatory Compliance
He has direct experience building software requirement specifications for new Dodd-Frank regulatory rules while working as a Business Analyst at Fiserv.

Media Appearances

Matthew has no verified media appearances

Work History

3-2025
Product Manager Vanguard Workplace Solutions at Vanguard
3-2014 - 3-2025
Product Manager Institutional Investment Group at Vanguard
12-2010 - 3-2014
Business Analyst at IBM
7-2009 - 12-2010
Business Analyst at Fiserv
6-2008 - 2-2009
Quality Assurance and Business Analyst Lead at SEI Investments

Education

2005 - 2008
Post Baccalaureate from The Wharton School
1983 - 1992
BS Financial Management from Saint Joseph's University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Philadelphia, United States Job Level : Middle Designation : Product Manager Vanguard Workplace Solutions at Vanguard
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Insights For Selling To Matthew J.

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Give them the opportunity to lead the conversation where possible
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew J. is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Matthew J.

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Matthew J. move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Matthew J. take some risk or not?

  • They can take some low-probability risks if needed.

You And Matthew J.

Personality Compatibility


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