User Experience Strategist

Vanguard’s Financial Advisor Services (FAS) division is looking for a UX Strategist to direct the advisor experience strategy of a highly complex digital product that aims to support its Model Portfolios offers.

The role will partner with the Advisor Solutions Product team to deliver a cohesive digital and marketing experience, including activities related to advisor investment decision-making journey, financial product launch, and investment education/updates. A successful Strategist will become an integral part of the Product team that supports opportunity discovery, end-to-end UX and service design, end-to-end product and marketing experience, UX support for designers, and UX research.

Core Responsibilities

• Partner with the Advisor Solutions Product and Offer teams to define, design, and execute world-class end-to-end advisor experience for the Models Portfolio product family.
• Become knowledgeable of Vanguard offers, investment landscape, and advisor needs around the Models Portfolio subject matter.
• Simultaneously be collaborative and have an ownership mindset to design and execute on the full scope of the design thinking process.
• Form business stakeholder relationships to ensure alignment of business and client needs.
• Balance business and user needs.
• Collaborate and discover opportunities with stakeholders across FAS to form value-added connections for advisors beyond Models Portfolio
• Employ narrative storytelling techniques in developing materials for presentation to stakeholders and leadership.
• Stay up to date on the latest technology, products, and features available in the industry and competitors.
• Partner with UX researchers to conduct and synthesize research and data insights to support product, offer, and UX decisions.
• Utilize human centered design methods to plan, facilitate, and synthesize outcomes from design thinking workshops.
• Operate a dual-track workflow that focuses on near-term MVP deliverables and future ideas, continuously looking forward and mapping out the long-term path.
• Ideate on concepts, document user flows, assess navigation and architecture; map out current and future state journey maps
• Be proactive in discovering ways to bring value through partnership with Product, Offer, and Marketing teams.
• Stay resilient and provide positive energy in the face of uncertainty

Qualifications

• Minimum five years industry/field experience.
• Expert in all areas of user experience design (information architecture, interaction design, visual design, user research, design thinking).
• A high degree of creativity, empathy, passion, and problem-solving ability.
• Experienced with product design methodologies, including double- or triple-diamond and lean UX.
• 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 experience in using data (both quantitative and qualitative) analysis techniques to inform design.
• Expert stakeholder management skills, with proven track record in extracting inputs from a wide variety of SMEs and functions.
• Product Design experience is preferred

This role is part of our hybrid work model with Tuesdays through Thursdays in our Vanguard Malvern PA office to foster collaboration and team building. While Mondays and Fridays are remote, fully remote work is not available for this role.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

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.

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.