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. Minimum Qualifications
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. Preferred Qualifications
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. 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.
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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. Minimum Qualifications
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. Preferred Qualifications
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. 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.
#J-18808-Ljbffr