User Experience Strategist, Senior Specialist

Charlotte, VT - USA

Monthly Salary: Not Disclosed

Posted on: 22 hours ago

Vacancies: 1 Vacancy

Job Summary

Were seeking a strategic visionary to define and lead the Advisor Desktop Experiencean intuitive AI-powered workspace that streamlines how advisors prepare serve and deepen relationships. This leader will own the long-term advisor experience vision and roadmap translate experience design insights into capabilities and orchestrate delivery across Product Engineering Data and CX Research & Design.

What youll do

Set the North Star: Own the vision and multi year roadmap for an integrated AI-enabled advisor desktopgrounded in advisor needs and business outcomes which ultimately helps to deliver exceptional client experiences and strong advisor & client relationships.

Define new capabilities: Shape and prioritize capabilities that simplify workflows surface insights and improve advisor effectiveness.

Apply experience design rigor: Develop and maintain advisor personas; map end to end internal advisor journeys; produce blueprints that inform product strategy and technical design.

Lead across functions: Operate within a cross functional ecosystemProduct Engineering Data CX Research & Designto align on outcomes sequencing and delivery.

Champion AI: Partner with data and platform teams to embed AI capabilities (e.g. task guidance summarization recommendations search/knowledge) responsibly and measurably.

Own outcomes: Establish OKRs and success metrics (adoption efficiency satisfaction); instrument the experience to capture insights and iterate.

Provide thought leadership: Bring domain expertise industry perspective and persuasive storytelling to influence senior stakeholders and energize teams.

Connect CRM & desktop ecosystems: Ensure the advisor desktop complements and extends industry-leading CRM platforms and enterprise desktop suites to deliver seamless workflows.

Minimum qualifications

Enterprise UX and/or Product leadership in complex multi application desktop experiences; success operating in highly matrixed product environments.

Hands on experience with industry-leading CRMs (e.g. Microsoft Dynamics 365 Salesforce) and large enterprise desktop suites.

Demonstrated experience design expertise: persona development journey mapping blueprinting and translating insights into product requirements.

Track record of thought leadership and domain expertise in advisor/wealth financial services or complex B2B workflows.

Practical experience shipping AI capabilities (assistants summarization recommendations intelligent search) with attention to data quality safety and measurement.

Exceptional communication influence and stakeholder management skills across business product design and engineering.

Preferred qualifications

Experience with design systems information architecture service design rapid prototyping and componentized UI patterns for large-scale environments.

Familiarity with micro frontends or modular product architectures; integration patterns across CRM telephony/contact center and knowledge systems.

Exposure to governance and operating models that sustain product excellence (OKRs portfolio planning roadmapping metrics).

Background in advisor practice management or client service workflows.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard we dont just have a missionwere 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.

Required Experience:

Senior IC