Product Designer crafting user experiences at the intersection of fintech and global payments. Collaborating across teams to innovate and enhance the user journey on the platform.
About the role
- Leading the Advisor Desktop Experience at Vanguard, defining AI-powered workspace for client relationships. Engaging cross-functional teams to enhance the advisor experience through innovative capabilities.
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.
- 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.
Benefits
- Hybrid working model designed to capture enhanced flexibility
- In-person learning, collaboration, and connection
Job title
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Experience level
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Degree requirement
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