User Experience Strategist, Senior Specialist

The Vanguard Group•Malvern, PA

3d•Hybrid

About The Position

We're seeking a strategic visionary to define and lead the Advisor Desktop Experience—an intuitive, AI-powered workspace that streamlines how advisors prepare, serve, and deepen relationships. This leader will own the long-term advisor experience vision and roadmap, translate experience design insights into capabilities, and orchestrate delivery across Product, Engineering, Data, and CX Research & Design. What you'll do • 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.

Requirements

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.

Nice To Haves

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.

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.

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