User Experience Strategist - Transfer Agency

    • Vanguard
  • Charlotte, NC
  • Posted 49 days ago | Updated 9 hours ago


On Site
Full Time


Quantitative research
Quantitative Analysis
Information architecture
Interaction design
Graphics design
Design thinking
Problem solving
User research
Usability testing
Product design
Lean methodology
Qualitative Analysis
User experience
Value engineering

Job Details

Vanguard's Financial Advisor Services division is looking for a highly motivated UX professional to direct the user experience strategy of a highly complex digital product for our operations teams in service of intermediary clients.

The candidate will collaborate on UX strategy and grow the design discovery process for a new, business- critical application as part of a broader technology modernization effort. This individual contributor role is a great opportunity for delivering UX strategy and visioning in agile and lean product design environments. We are passionate about setting a new standard for digital experiences and are looking for like-minded individuals. Join a team of self-starters who are tenacious and relentlessly curious. We exist to lead Vanguard into the future.

This role will:
  • Define complex problems by applying qualitative and quantitative research, conceptualization, information architecture, and interaction design principles to execution.
  • Collaborate in establishing an experience vision for the Transfer Agency digital product.
  • Work through a design discovery process to visually model key capabilities for product teams to bring into their backlogs.
  • Assist product manager and product owners in the creation of roadmaps that includes prioritization schema and a proposed schedule for introducing new features and capabilities.
  • Use a variety of qualitative and quantitative analysis techniques to continually improve the user experience. Analyze data and client feedback to make critical design decisions.
  • Enumerate the user experience features of competitor products that represent a threat to sustainable competitive advantage. Stay up to date on the latest technology, products, and features available in the industry.
  • Utilize human centered design methods to plan, facilitate, and synthesize outcomes from design thinking workshops.
  • Employ narrative storytelling techniques in developing materials for presentation to stakeholders and leadership.
  • Design and maintain user-centered, empathy-driven design artifacts (personas/archetypes/mindsets; journey maps; service blueprints) based on user research, that are detailed and specific enough to guide design decisions.
  • Develop and leverage a professional network to foster collaboration across the enterprise, to support company-wide initiatives, and to improve the ability of the department in resolving issues.
  • Mentoring and developing junior UX strategists as needed
  • Participate in special projects and perform other duties as assigned.
What it takes:
  • Undergraduate degree or equivalent combination of training and experience in a creative or technical field. Graduate degree preferred.
  • Minimum five years industry/field experience.
  • Experience in all areas of user experience design (information architecture, interaction design, visual design, user research, design thinking).
  • A high degree of creativity, empathy, passion, and problem-solving ability.
  • In-depth knowledge of qualitative user research, competitive benchmarking, and quantitative user testing methods.
  • Expertise in product design methodologies, including double- or triple-diamond and lean UX.
  • 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 experience in using data (both quantitative and qualitative) analysis techniques to inform design.
Reporting Chain: The candidate will report up through a larger user experience group in our Financial Advisor Services (FAS) Marketing department . Here, the candidate will have the opportunity to collaborate with other UX teams within Marketing as well as teams throughout Vanguard's global design community of practice.

Special Factors: Portfolio or work samples required. This role is part of our hybrid work model with Tuesdays - Thursdays required in our offices to foster collaboration and relationships. On Mondays and Fridays, our crew will have the option to work remotely, or continue working from one of our offices in Malvern PA or Charlotte NC.

Special Factors


Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

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.
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