Head of Advisor Experience Research

The Vanguard Group • Malvern, PA

8d • Hybrid

About The Position

Champion the advisor voice and key user needs to transform and grow digital engagement We’re seeking a strategic and emphatic leader to guide our advisor experience research function. You will join a high-performing Digital & Analytics (D&A) department within Vanguard’s Financial Advisor Services (FAS) division, and collaborate closely with UX, Digital Product Management, Data Science, and Sales. In this high-impact role, you will be the voice of the customer, championing the needs of FAS’ advisor clients as well as our own internal Sales Executives and Offer Specialists. As D&A pursues FAS’ 2030 priorities, you will be a key player in helping teams support integrated and personalized journeys across Sales and Digital, articulating how artificial intelligence changes the way our users interact with investment data, end-client insights, and analysis tools, and unlocking net new ways of reaching clients where they are. In this role you will: Manage a talented, established team of researchers, ranging from junior to senior levels Act as a strategic partner to UX and Digital Product, ensuring user-centric insights are a key factor that shape and inform product roadmaps Manage a dedicated research budget and oversee the optimization of 3rd party partnerships that enable the team to effectively field studies Lead innovation in research methods by leveraging new technologies like artificial intelligence to inform decision-making

Requirements

• Undergraduate degree or an equivalent combination of research training and experience.
• 5+ years people leadership experience
• 5+ years progressively responsible and related work experience, managing a variety of projects from beginning to end.
• Accustomed to consulting with and influencing senior leaders, peers, and direct reports.
• Strong leadership and motivation skills to effectively manage the completion of responsibilities and objectives across a wide range of contexts and individual working styles

Nice To Haves

• Graduate degree preferred (i.e. MBA or Masters and/or PhD in Human Computer Interaction, Human Factors, Cognitive Psychology, Sociology, Communications, Information Science, Marketing Research)

Responsibilities

• Team Leadership & Development Foster a culture of curiosity, rigor, and impact Manage resource allocation across strategic initiatives Deeply understand each researcher’s aligned area of the business Upskill researchers to excel in a changing technological and business environment
• Strategy & Cross-Functional Collaboration Partner with stakeholders to ensure research appropriately shapes and informs roadmaps Influence strategic decisions by effectively communicating research insights to peers and executives Manage stakeholder expectations around research timelines, feasibility, and trade-offs
• Budget & Operations Manage annual research budget, including tools and vendor relationships Evaluate new vendors for research capabilities as needed Ensure compliance with legal, regulatory, and data privacy requirements across all research activities and processes

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees