User Experience Strategist, Senior Specialist

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.

• 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.

• 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.

• 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, road mapping, metrics).
• Background in advisor practice management or client service workflows.

Vanguard is not offering visa sponsorship for this position.

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.