UX Strategist - B2B Journeys (Charlotte, NC)

| Charlotte, NC
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UX Strategist - B2B Journeys

Make investing intuitive through the user experience

As a UX Strategist, you'll lead strategy to transform our Institutional B2B products. You'll define best practices and processes. You'll partner with internal and external business, research, design and technology organizations to lead innovation of client-facing digital experiences informed by client needs, market trends and the latest technology. At the core of this role, your strategy will directly impact client outcomes.

As part of the Institutional Investor Group - Customer Experience UX Team, you'll join a group of UX specialists with a growth mindset working on products that improve people's financial wellness. Beyond working with an amazing group of strategists, researchers, designers and content writers-all who have hybrid/diverse backgrounds, you'll be able to collaboratively define processes and set best practices while enjoying a great team culture and supportive leadership. You'll also be joining a team, who, in the words of one of its' members, "is a bunch of nerdy sweethearts who care about making great products using human-centered design methods."

In this role, you will
  • Creates user experience interface architecture strategies, and leads program-level initiatives to meet business and marketing goals
  • Leverages research, conceptualization, visual design, information architecture to resolve complex issues
  • Works with cross-divisional teams to coordinate and deliver UX strategy, prototypes, and documentation to improve the user experience
  • Presents and recommends solutions to senior leaders, internal partners, and stakeholders
  • Researches the latest technology and devices including programming languages, network infrastructure, processes, web and mobile application development to produce efficient interactive solutions
  • Uses qualitative and quantitative analysis techniques to continually improve the user experience
  • Analyzes data and user feedback in order to make critical design decisions
  • Collaborates with cross-divisional teams and product owners to define user and business requirements
  • Partners with the development team through to execution
  • Participates in special projects and performs other duties as assigned

A design experience that delivers

The Institutional Investor Group (IIG) serves institutional clients, consultants, plan sponsors, and participants.

IIG Vision: To champion client outcomes through an approach that sees the individual or institution in every interaction, and advocates for their long-term financial well-being as if it were our own.

What it takes
  • Minimum five years related work experience, two 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.

Specializations that will make an impact
  • Expert in UX strategy, systems' thinking, new product development methodologies (double-diamond)
  • Uses substantive, data-informed, arguments to sell a strategic vision
  • Experience defining the strategies for program-wide initiatives, including resource planning and estimating work
  • Familiarity with a variety of qualitative and quantitative analysis techniques to continually improve the user experience
  • Experience with measurement planning (business, analytics, and UX metrics) to ensure products are meeting goals and outcomes
  • Defines and documents strategy principles & methodologies, processes, and best practices
  • Experience with design thinking and lean methodologies
  • Experience working collaboratively with designers, researchers, developers, project and product managers, and other stakeholders in an agile framework
  • Contributes to a learning culture that drives aligned autonomy and mastery of design
  • A high degree of creativity, empathy, passion, and problem-solving ability
  • Contributes to a holistic experience across our product ecosystem, looking for opportunities to leverage and scale experiences
  • Actively researches and stays abreast of innovations within and outside the industry which could provide opportunities
  • Manages own workload to ensure work is prioritized and time is managed effectively
  • Develops and leverages a professional network to foster collaboration across the enterprise, to support company-wide initiatives, and to improve the ability of our organization in resolving issues

Special Factors
  • Vanguard is not offering visa sponsorship for this position
  • Portfolio or examples of work is required
  • Vanguard is not offering visa sponsorship for this position.

Additional Job Description
  • Undergraduate degree or equivalent combination of training and experience in a creative or technical field. Graduate degree preferred.
  • Minimum 7 years' experience in a UX role.


About Vanguard

We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Future of Work

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
More Information on Vanguard
Vanguard operates in the Fintech industry. The company is located in Valley Forge, PA, Charlotte, NC and Scottsdale, AZ. Vanguard was founded in 1975. It has 20252 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 123 open jobs at Vanguard, click here.
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