Senior Manager, User Experience Strategy

Posted Yesterday
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Malvern, PA, USA
In-Office
Senior level
Fintech
The Role
Lead and manage the UX strategy and design for sales technology products by guiding a team of UX designers, facilitating user research, and collaborating with product management to enhance digital experiences for financial professionals.
Summary Generated by Built In

Senior User Experience Manager - Sales Technology

Lead the UX strategy and design for innovative sales technology products supporting Vanguard’s Financial Advisor Services (FAS) Sales teams and intermediary clients.

As Senior UX Manager, you will guide a team of UX Designers and UX Strategists to deliver best-in-class digital experiences that empower sales professionals and drive business growth. You’ll shape and evolve the design discovery process in a dynamic, high-impact environment, leveraging frequent user research and feedback from sales stakeholders.

We are passionate about setting a new standard for digital experiences and are looking for like-minded individuals. Join a team of self-starters who are tenacious and relentlessly curious. We exist to lead Vanguard into the future.

Core Responsibilities

  • Creates world-class user experience strategies for a wide range of user and business goals. Defines complex problems expertly by managing discovery, conceptualization (sketches/wireframes), visual design, information architecture, interaction, and by having a precise eye for detail on the execution.

  • Drives progress of AI-driven discovery models and agentic tools.  

  • Coaches and demonstrates user experience methods for direct reports. Provides feedback and reviews the UX work product for the team.

  • Organizes, prioritizes, and tracks work; develops and iterates leadership methods to ensure efficiency.

  • Facilitates design thinking exercises with users, clients, product partners, and business stakeholders to gather observations and insights to inform current and future state mapping.

  • Works with the product management team to create a product roadmap that includes a prioritization schema and a proposed schedule for introducing new features and capabilities.

  • Provides guidance to product teams and works in collaboration with user experience designers to determine appropriate research strategies and approaches for critical product questions.

  • Develops relationships with business leads across a product family and educates executives why user experience capabilities are a strategic asset of the organization.

 

What it takes

  • Expert in all areas of user experience design (information architecture, interaction design, visual design, prototyping, content, UX measurement).

  • A high degree of creativity, empathy, passion, and problem-solving ability.

  • Proven leadership experience managing and developing UX teams, ideally within sales technology or B2B environments.

  • In-depth knowledge of market research, competitive landscape, and test methods (A/B, multivariate testing).

  • Proven experience solving complex communication problems and designing world-class experiences for large-scale programs.

  • Expert communication skills (storytelling, visualization) and the ability to get buy-in on those ideas within a large organization.

  • Proven ability to lead a team to success. Ability to turn failures into successes.

  • Proven experience in using data (both quantitative and qualitative) analysis techniques to inform design.

 

Specializations that make an impact

  • Experience leveraging generative AI tools to gain efficiencies within the product design lifecycle.

  • Experience using design thinking approaches in product design and research.

  • Experience in financial services or financial applications a plus.

  • Strong understanding of sales processes, CRM systems, and the unique needs of sales professionals a plus.

  • Comfortable working through ambiguity in a fast-paced agile environment.

Reporting Chain

  • This role reports into the broader user experience group within the FAS Digital & Analytics department, offering opportunities for cross-team collaboration and engagement with Vanguard’s global design community.

Location

This position has a hybrid work schedule:

  • Tuesdays, Wednesdays, Thursdays on a Vanguard campus

  • Mondays and Fridays remote. 

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're 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.

Skills Required

  • Expert in user experience design
  • Proven leadership experience managing UX teams
  • In-depth knowledge of market research and testing methods
  • Expert communication skills for buy-in on ideas
  • Proven ability to use data analysis techniques for design

Vanguard Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.

  • Retirement Support Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
  • Wellbeing & Lifestyle Benefits Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
  • Affordable Benefits Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.

Vanguard Insights

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The Company
Charlotte, NC
20,252 Employees
Year Founded: 1975

What We Do

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.

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