The Wealth Management Senior UX Leader is accountable for experience strategy delivery and outcomes across a defined product family (Advisor Experience Portfolio Management or Wealth Management). This role operates as a peer to senior Product and Engineering leaders ensuring UX is funded prioritized and integrated into portfolio planning while delivering measurable improvements to advisor and client experience.
This leader is expected to operate at a portfolio cross-divisional and ecosystem level balancing near-term delivery with long-term experience vision and driving alignment across journeys platforms and channels in a highly regulated environment.
Roles and Responsibilities
1. Product & Portfolio Partnership
Partner with Senior Product and Technology leaders to deeply understand product family strategy investment priorities and delivery constraints and translate them into a clear UX strategy and roadmap.
Own UX funding strategy and allocation for the product family advocating for appropriate investment based on risk complexity and experience impact and making tradeoffs when constraints exist. Actively participate in portfolio level intake and prioritization
Act as the UX executive point of view in portfolio planning quarterly prioritization and roadmap discussions.
2. Organizational Leadership & Team Health
Lead and scale multi-disciplinary UX teams across Product Design UX Strategy Content Design and (where applicable) UX Research & Ops ensuring clear accountability and strong craft leadership.
Coach mentor and develop UX managers and UX crew with a focus on building future leaders and sustaining team health in a constrained high-expectation environment.
Establish clear expectations around quality velocity and decision-making and model executive-level communication and influence.
Serve as leader within VXD shaping and influencing the design community cross-divisional intersections and elevating UX as a discipline and practice
3. Experience Strategy & Connected CX
Own the product family experience strategy ensuring alignment to AWM-level CX priorities and cross-cutting initiatives (e.g. connected journeys desktop strategy personalization trust and planning experiences).
Oversee the execution of cross-divisional cross cutting UX work to ensure the client experience is designed across journeys that transcend divisional boundaries
Manage and evolve journey taxonomies core personas and experience principles to ensure consistency across channels and offers.
Ensure the product family is accountable for addressing top Voice of the Client (VOC) and advisor pain points tracking progress and outcomes over time.
4. Research Insights & Measurement
Partner closely with UX Research leadership to define research strategy prioritize discovery and ensure insights are actionable and directly inform roadmap and investment decisions.
Champion evidence-based decision making balancing qualitative insights behavioral data and business outcomes.
Establish clear experience success metrics (e.g. task success adoption CSAT advisor efficiency) and ensure UX impact is visible at the portfolio level.
5. Enterprise Leadership & Influence
Contribute to the broader AWM experience strategy helping shift the organization from siloed execution to end-to-end journey-led delivery.
Represent UX in senior forums (e.g. strategy councils governance planning discussions) influencing decisions beyond immediate scope.
Act as a thought leader and culture carrier reinforcing human-centered design accessibility and client-first thinking across AWM.
Preferred Experience
Senior UX leadership experience operating at a portfolio or enterprise level not just individual product teams.
Outside-in perspective on Wealth Management financial services or similarly complex regulated industries with the ability to challenge internal assumptions.
Demonstrated success leading large multi-disciplinary UX organizations through ambiguity funding constraints and transformation.
Strong executive presence with a track record of influencing Product Technology and Business leaders.
Qualifications
Minimum eight years related work experience three years of User Experience or User Interface experience.
Undergraduate degree or equivalent combination of training and experience in a creative or technical field. Graduate degree preferred.
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 Manager
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