Lead UX Product Designer, Sales Technology

Lead UX Product Designer Sales Technology

Lead the design of complex mission critical platforms used daily by Vanguard sales professionals translating deep customer insight into elegant intuitive solutions.

As a trusted design lead youll influence product direction elevate experience quality and set a high bar for UX excellence across the FAS Sales ecosystem. A growing focus of this role is shaping AI forward experiences including ecosystems of AI agents that assist augment and accelerate our users work.

This role sits at the intersection of sales strategy product innovation and human centered design owning the experiences that power our Financial Advisor Services sales teams and drive meaningful business outcomes.

Core Responsibilities

• Own the user experience for one or more sales technology product areas from discovery through delivery ensuring solutions meet both user and business goals.

• Proactively lead UX strategy and design execution for complex sales workflows including AIenabled and agentdriven experiences spanning research conceptualization interaction design information architecture visual design and usability testing.

• Partner closely with Product Managers Engineers and Sales leaders to shape product vision roadmaps and prioritization.

• Translate sales needs business objectives and user insights into intuitive elegant and scalable design solutions balancing human judgement with AI assistance.

• Lead design thinking workshops journey mapping and ideation sessions with sales teams clients and crossfunctional partners.

• Use qualitative and quantitative data to inform design decisions. Validate solutions through usability testing pilots and ongoing feedback loops.

• Produce highquality design artifacts (flows wireframes prototypes specs) that clearly communicate intent and are ready for development.

• Serve as a design thought leader within the FAS user experience community modeling best practices and contributing to design standards and patterns.

• Mentor and provide informal guidance to UX Designers and Strategists helping elevate craft product thinking and collaboration.

What It Takes (Required Qualifications)

• Deep expertise across core UX disciplines including interaction design information architecture visual design prototyping content collaboration and UX measurement.

• Proven experience designing complex B2B or enterprise products ideally supporting sales advisory or relationshipmanagement workflows.

• Experience leveraging generative AI or emerging tools to drive innovation within the design process.

• Excellent communication and storytelling skills with the ability to influence decisions at multiple levels of the organization.

• Strong product thinking skills. Able to connect user needs business outcomes and technical constraints.

• Demonstrated ability to independently lead UX efforts for large ambiguous problem spaces.

• Experience partnering with product management and engineering teams in Agile or Lean environments.

• Proven ability to incorporate qualitative and quantitative research into design decisions.

• High level of craftsmanship and attention to detail in design execution.

Ideal Qualifications

• Experience designing tools used by sales professionals advisors or clientfacing teams (e.g. CRM platforms planning tools sales enablement applications).

• Familiarity with financial services investment products or regulated environments.

• Comfort operating in fastpaced evolving product environments with shifting priorities.

• Exposure to design systems and contributing to shared patterns and components at scale.

• Bachelors or Masters degree in UX Design HCI Psychology or a related field (or equivalent professional experience).

Reporting Structure

This role sits within the Financial Advisor Services (FAS) Digital & Analytics UX organization and works closely with product engineering and sales partners across FAS.

Work Arrangement

Hybrid schedule:

• Onsite: Tues Wed Thurs

• WFH: Mon Fri

Special Factors

Sponsorship

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.