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Senior Researcher, User Experience - Financial Advisor & Sales

• Posted 1 day ago • Updated 1 day ago

Full Time

On-site

Fitment

Dice Job Match Score™

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Job Details

Skills

FOCUS
Financial Planning
Customer Relationship Management (CRM)
Usability Testing
Dynamics
Product Strategy
Product Design
Strategic Thinking
Innovation
User Experience
Training
Wealth Management
Financial Services
Research
Sales
Finance
Collaboration

Summary

Core Responsibilities

Leads research across the product lifecycle, with an expanded focus spanning both advisor technology (e.g., financial planning and portfolio construction tools) and sales technology (e.g., CRM systems) to support evolving business priorities.
Conducts end-to-end research using qualitative and quantitative methods (e.g., interviews, usability testing, surveys), delivering insights that inform both product design and broader strategic decisions .
Expands research beyond traditional user studies by exploring market trends, competitive dynamics, and the broader wealth management ecosystem , identifying opportunities for innovation and growth.
Generates actionable insights that influence product strategy, market positioning, and new capability development, including shaping decisions on where and how Vanguard can compete and differentiate.
Engages with a wide range of stakeholders, including financial advisors, sales partners, internal stakeholders, and industry experts, to develop a deep understanding of user needs and external market drivers.
Synthesizes findings into clear, compelling narratives that align stakeholders, inform prioritization, and drive user-centered and business-aligned outcomes.
Partners cross-functionally with product, design, and business teams to translate insights into solutions across digital and human touchpoints.
Contributes to advancing research practices by promoting strategic thinking, elevating research impact, and supporting a culture of continuous discovery and innovation.

Qualifications

5+ years of experience in user/UX research, human-centered design, or a related field, with experience spanning both discovery and evaluative research.
Undergraduate degree or equivalent combination of training and experience in a creative or technical field. Graduate degree preferred.
Working knowledge of the wealth management, financial services, or adjacent industries.
Demonstrated ability to apply qualitative and quantitative methods to uncover user behaviors and inform both product and business decisions.
Experience conducting or supporting strategic research, including market, competitive, or ecosystem analysis preferred.
Strong storytelling and stakeholder influence skills, with the ability to translate insights into clear business implications.
Ability to operate across multiple domains (e.g., advisor-facing and sales-facing experiences).

Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

About Vanguard

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.

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.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 90922487
Position Id: 24614538
Posted 1 day ago

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