Lead the UX strategy and design for innovative sales technology products supporting Vanguard’s Financial Advisor Services (FAS) Sales teams and intermediary clients
Guide a team of UX Designers and UX Strategists to deliver best-in-class digital experiences that empower sales professionals and drive business growth
Shape and evolve the design discovery process in a dynamic, high-impact environment, leveraging frequent user research and feedback from sales stakeholders
Manage discovery, conceptualization (sketches/wireframes), visual design, information architecture, and interaction with a precise eye for detail on execution
Drive progress of AI-driven discovery models and agentic tools
Organize, prioritize, and track work; develop and iterate leadership methods to ensure efficiency
Facilitate design thinking exercises with users, clients, product partners, and business stakeholders to gather observations and insights
Work 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
Provide guidance to product teams and collaborate with user experience designers to determine appropriate research strategies and approaches for critical product questions
Develop relationships with business leads across a product family and educate executives on user experience capabilities as a strategic asset

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
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

Hybrid work schedule: Tuesdays, Wednesdays, Thursdays on a Vanguard campus and Mondays and Fridays remote
Opportunities for cross-team collaboration and engagement with Vanguard’s global design community

Senior User Experience Manager – Sales Technology

Key skills