Head of Advisor Experience Research

The Vanguard Group

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profile Job Location:

Malvern, PA - USA

profile Monthly Salary: Not Disclosed
Posted on: 11 hours ago
Vacancies: 1 Vacancy

Job Summary

Champion the advisor voice and key user needs to transform and grow digital engagement

Were seeking a strategic and emphatic leader to guide our advisor experience research function. You will join a high-performing Digital & Analytics (D&A) department within Vanguards Financial Advisor Services (FAS) division and collaborate closely with UX Digital Product Management Data Science and this high-impact role you will be the voice of the customer championing the needs of FAS advisor clients as well as our own internal Sales Executives and Offer Specialists. As D&A pursues FAS 2030 priorities you will be a key player in helping teams support integrated and personalized journeys across Sales and Digital articulating how artificial intelligence changes the way our users interact with investment data end-client insights and analysis tools and unlocking net new ways of reaching clients where they are.

In this role you will:

  • Manage a talented established team of researchers ranging from junior to senior levels

  • Act as a strategic partner to UX and Digital Product ensuring user-centric insights are a key factor that shape and inform product roadmaps

  • Manage a dedicated research budget and oversee the optimization of 3rd party partnerships that enable the team to effectively field studies

  • Lead innovation in research methods by leveraging new technologies like artificial intelligence to inform decision-making

Key Responsibilities

Team Leadership & Development

  • Foster a culture of curiosity rigor and impact
  • Manage resource allocation across strategic initiatives
  • Deeply understand each researchers aligned area of the business
  • Upskill researchers to excel in a changing technological and business environment

Strategy & Cross-Functional Collaboration

  • Partner with stakeholders to ensure research appropriately shapes and informs roadmaps
  • Influence strategic decisions by effectively communicating research insights to peers and executives
  • Manage stakeholder expectations around research timelines feasibility and trade-offs

Budget & Operations

  • Manage annual research budget including tools and vendor relationships
  • Evaluate new vendors for research capabilities as needed
  • Ensure compliance with legal regulatory and data privacy requirements across all research activities and processes

What it takes

  • Undergraduate degree or an equivalent combination of research training and experience. Graduate degree preferred (i.e. MBA or Masters and/or PhD in Human Computer Interaction Human Factors Cognitive Psychology Sociology Communications Information Science Marketing Research)

  • 5 years people leadership experience

  • 5 years progressively responsible and related work experience managing a variety of projects from beginning to end. Accustomed to consulting with and influencing senior leaders peers and direct reports.

  • Strong leadership and motivation skills to effectively manage the completion of responsibilities and objectives across a wide range of contexts and individual working styles

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:

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Champion the advisor voice and key user needs to transform and grow digital engagementWere seeking a strategic and emphatic leader to guide our advisor experience research function. You will join a high-performing Digital & Analytics (D&A) department within Vanguards Financial Advisor Services (FAS)...
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