Vanguard
User Experience Strategist
Vanguard, Malvern, Pennsylvania, United States, 19355
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
Work closely with the Advisor Solutions Product and Offer teams to create, design, and implement an exceptional advisor experience for the Models Portfolio product family.
Acquire extensive knowledge about Vanguard offers, the investment landscape, and advisor needs related to the Models Portfolio subject matter to drive innovative solutions.
Employ a collaborative approach while taking ownership of the entire design thinking process to deliver exceptional results.
Cultivate robust partnerships with important members of the company to ensure that the needs of both the business and clients are aligned.
Collaborate and discover opportunities with various teams in FAS to establish meaningful connections for advisors that go beyond the Models Portfolio.
Use narrative storytelling techniques to create engaging materials for presentations to stakeholders and leadership.
Stay up to date with the latest technology, products, and features in the industry and competitors to determine potential enhancements.
Partner with UX researchers to conduct and synthesize research and data insights that inform product, offer, and UX decisions.
Plan, facilitate, and synthesize outcomes from design thinking workshops using human-centered design methods.
Operate with a dual-track workflow, focusing on near-term MVP deliverables while envisioning and mapping out the long-term path for the advisor experience.
Proactively seek opportunities to bring value through partnerships with Product, Offer, and Marketing teams.
Maintain resilience and a positive energy in the face of uncertainty.
Qualifications
Minimum five years of industry/field experience in user experience design.
Expertise in all areas of user experience design, including information architecture, interaction design, visual design, user research, and design thinking.
Demonstrated creativity, empathy, passion, and problem-solving ability.
Proven experience in solving complex communication problems and designing world-class experiences for large-scale programs.
Excellent communication skills, including storytelling and visualization, with the ability to garner support in a large organization.
Proficient in using data analysis techniques, both quantitative and qualitative, to inform design decisions.
Effective communication and collaboration skills with a demonstrated ability to gather information from experts in different areas.
Preferred experience in product design.
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.
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
Work closely with the Advisor Solutions Product and Offer teams to create, design, and implement an exceptional advisor experience for the Models Portfolio product family.
Acquire extensive knowledge about Vanguard offers, the investment landscape, and advisor needs related to the Models Portfolio subject matter to drive innovative solutions.
Employ a collaborative approach while taking ownership of the entire design thinking process to deliver exceptional results.
Cultivate robust partnerships with important members of the company to ensure that the needs of both the business and clients are aligned.
Collaborate and discover opportunities with various teams in FAS to establish meaningful connections for advisors that go beyond the Models Portfolio.
Use narrative storytelling techniques to create engaging materials for presentations to stakeholders and leadership.
Stay up to date with the latest technology, products, and features in the industry and competitors to determine potential enhancements.
Partner with UX researchers to conduct and synthesize research and data insights that inform product, offer, and UX decisions.
Plan, facilitate, and synthesize outcomes from design thinking workshops using human-centered design methods.
Operate with a dual-track workflow, focusing on near-term MVP deliverables while envisioning and mapping out the long-term path for the advisor experience.
Proactively seek opportunities to bring value through partnerships with Product, Offer, and Marketing teams.
Maintain resilience and a positive energy in the face of uncertainty.
Qualifications
Minimum five years of industry/field experience in user experience design.
Expertise in all areas of user experience design, including information architecture, interaction design, visual design, user research, and design thinking.
Demonstrated creativity, empathy, passion, and problem-solving ability.
Proven experience in solving complex communication problems and designing world-class experiences for large-scale programs.
Excellent communication skills, including storytelling and visualization, with the ability to garner support in a large organization.
Proficient in using data analysis techniques, both quantitative and qualitative, to inform design decisions.
Effective communication and collaboration skills with a demonstrated ability to gather information from experts in different areas.
Preferred experience in product design.
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.