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Vanguard · 8 hours ago

User Experience Strategist, Senior Specialist

Scottsdale, AZ

Full-time

Hybrid

Senior Level

Vanguard is a company committed to the long-term financial wellbeing of its clients. They are seeking a strategic visionary to define and lead the Advisor Desktop Experience, focusing on creating an intuitive, AI-powered workspace for advisors. This role involves owning the advisor experience vision, shaping capabilities, and collaborating across various functions to enhance client relationships and advisor effectiveness.

FinanceFinancial Services

No H1B

Responsibilities

Set the North Star: Own the vision and multi year roadmap for an integrated, AI-enabled advisor desktop—grounded in advisor needs and business outcomes which ultimately helps to deliver exceptional client experiences and strong advisor & client relationships

Define new capabilities: Shape and prioritize capabilities that simplify workflows, surface insights, and improve advisor effectiveness

Apply experience design rigor: Develop and maintain advisor personas; map end to end internal advisor journeys; produce blueprints that inform product strategy and technical design

Lead across functions: Operate within a cross functional ecosystem—Product, Engineering, Data, CX Research & Design—to align on outcomes, sequencing, and delivery

Champion AI: Partner with data and platform teams to embed AI capabilities (e.g., task guidance, summarization, recommendations, search/knowledge) responsibly and measurably

Own outcomes: Establish OKRs and success metrics (adoption, efficiency, satisfaction); instrument the experience to capture insights and iterate

Provide thought leadership: Bring domain expertise, industry perspective, and persuasive storytelling to influence senior stakeholders and energize teams

Connect CRM & desktop ecosystems: Ensure the advisor desktop complements and extends industry-leading CRM platforms and enterprise desktop suites to deliver seamless workflows

Qualification

Enterprise UX leadershipExperience design expertiseAI capabilities experienceIndustry-leading CRMsThought leadershipCommunication skillsDesign systemsInformation architectureService designRapid prototypingClient service workflows

Required

Enterprise UX and/or Product leadership in complex, multi application desktop experiences; success operating in highly matrixed product environments

Hands on experience with industry-leading CRMs (e.g., Microsoft Dynamics 365, Salesforce) and large enterprise desktop suites

Demonstrated experience design expertise: persona development, journey mapping, blueprinting, and translating insights into product requirements

Track record of thought leadership and domain expertise in advisor/wealth, financial services, or complex B2B workflows

Practical experience shipping AI capabilities (assistants, summarization, recommendations, intelligent search) with attention to data quality, safety, and measurement

Exceptional communication, influence, and stakeholder management skills across business, product, design, and engineering

Preferred

Experience with design systems, information architecture, service design, rapid prototyping and componentized UI patterns for large-scale environments

Familiarity with micro frontends or modular product architectures; integration patterns across CRM, telephony/contact center, and knowledge systems

Exposure to governance and operating models that sustain product excellence (OKRs, portfolio planning, roadmapping, metrics)

Background in advisor practice management or client service workflows