The Wealth Management Senior UX Leader is accountable for
experience strategy, delivery, and outcomes
across a defined product family (Advisor Experience, Portfolio Management, or Wealth Management). This role operates as a
peer to senior Product and Engineering leaders , ensuring UX is funded, prioritized, and integrated into portfolio planning while delivering measurable improvements to advisor and client experience.
This leader is expected to operate at a
portfolio, cross-divisional and ecosystem level , balancing near-term delivery with long-term experience vision, and driving alignment across journeys, platforms, and channels in a highly regulated environment.
Roles and Responsibilities
1. Product & Portfolio Partnership
Partner with
Senior Product and Technology leaders
to deeply understand product family strategy, investment priorities, and delivery constraints, and translate them into a
clear UX strategy and roadmap. Own
UX funding strategy and allocation
for the product family, advocating for appropriate investment based on risk, complexity, and experience impact, and making tradeoffs when constraints exist. Actively participate in portfolio level intake and prioritization Act as the
UX executive point of view
in portfolio planning, quarterly prioritization, and roadmap discussions. 2. Organizational Leadership & Team Health
Lead and scale
multi-disciplinary UX teams
across Product Design, UX Strategy, Content Design, and (where applicable) UX Research & Ops, ensuring clear accountability and strong craft leadership. Coach, mentor, and develop
UX managers and UX crew , with a focus on building future leaders and sustaining team health in a constrained, high-expectation environment. Establish clear expectations around
quality, velocity, and decision-making , and model executive-level communication and influence. Serve as
leader within VXD , shaping and influencing the design community, cross-divisional intersections, and elevating UX as a discipline and practice 3. Experience Strategy & Connected CX
Own the
product family experience strategy , ensuring alignment to AWM-level CX priorities and cross-cutting initiatives (e.g., connected journeys, desktop strategy, personalization, trust, and planning experiences). Oversee the execution of cross-divisional, cross cutting UX work to ensure the client experience is designed across journeys that transcend divisional boundaries Manage and evolve
journey taxonomies , core personas, and experience principles to ensure consistency across channels and offers. Ensure the product family is accountable for addressing
top Voice of the Client (VOC) and advisor pain points , tracking progress and outcomes over time. 4. Research, Insights & Measurement
Partner closely with
UX Research leadership
to define research strategy, prioritize discovery, and ensure insights are actionable and directly inform roadmap and investment decisions. Champion
evidence-based decision making , balancing qualitative insights, behavioral data, and business outcomes. Establish clear experience success metrics (e.g., task success, adoption, CSAT, advisor efficiency) and ensure UX impact is visible at the portfolio level. 5. Enterprise Leadership & Influence
Contribute to the
broader AWM experience strategy , helping shift the organization from siloed execution to
end-to-end, journey-led delivery . Represent UX in senior forums (e.g., strategy councils, governance, planning discussions), influencing decisions beyond immediate scope. Act as a
thought leader and culture carrier , reinforcing human-centered design, accessibility, and client-first thinking across AWM. Preferred Experience
Senior UX leadership experience operating at a
portfolio or enterprise level , not just individual product teams. Outside-in perspective
on Wealth Management, financial services, or similarly complex, regulated industries, with the ability to challenge internal assumptions. Demonstrated success leading
large, multi-disciplinary UX organizations
through ambiguity, funding constraints, and transformation. Strong executive presence with a track record of influencing Product, Technology, and Business leaders. Qualifications
Minimum eight years related work experience, three years of User Experience or User Interface experience. Undergraduate degree or equivalent combination of training and experience in a creative or technical field. Graduate degree preferred.
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.
experience strategy, delivery, and outcomes
across a defined product family (Advisor Experience, Portfolio Management, or Wealth Management). This role operates as a
peer to senior Product and Engineering leaders , ensuring UX is funded, prioritized, and integrated into portfolio planning while delivering measurable improvements to advisor and client experience.
This leader is expected to operate at a
portfolio, cross-divisional and ecosystem level , balancing near-term delivery with long-term experience vision, and driving alignment across journeys, platforms, and channels in a highly regulated environment.
Roles and Responsibilities
1. Product & Portfolio Partnership
Partner with
Senior Product and Technology leaders
to deeply understand product family strategy, investment priorities, and delivery constraints, and translate them into a
clear UX strategy and roadmap. Own
UX funding strategy and allocation
for the product family, advocating for appropriate investment based on risk, complexity, and experience impact, and making tradeoffs when constraints exist. Actively participate in portfolio level intake and prioritization Act as the
UX executive point of view
in portfolio planning, quarterly prioritization, and roadmap discussions. 2. Organizational Leadership & Team Health
Lead and scale
multi-disciplinary UX teams
across Product Design, UX Strategy, Content Design, and (where applicable) UX Research & Ops, ensuring clear accountability and strong craft leadership. Coach, mentor, and develop
UX managers and UX crew , with a focus on building future leaders and sustaining team health in a constrained, high-expectation environment. Establish clear expectations around
quality, velocity, and decision-making , and model executive-level communication and influence. Serve as
leader within VXD , shaping and influencing the design community, cross-divisional intersections, and elevating UX as a discipline and practice 3. Experience Strategy & Connected CX
Own the
product family experience strategy , ensuring alignment to AWM-level CX priorities and cross-cutting initiatives (e.g., connected journeys, desktop strategy, personalization, trust, and planning experiences). Oversee the execution of cross-divisional, cross cutting UX work to ensure the client experience is designed across journeys that transcend divisional boundaries Manage and evolve
journey taxonomies , core personas, and experience principles to ensure consistency across channels and offers. Ensure the product family is accountable for addressing
top Voice of the Client (VOC) and advisor pain points , tracking progress and outcomes over time. 4. Research, Insights & Measurement
Partner closely with
UX Research leadership
to define research strategy, prioritize discovery, and ensure insights are actionable and directly inform roadmap and investment decisions. Champion
evidence-based decision making , balancing qualitative insights, behavioral data, and business outcomes. Establish clear experience success metrics (e.g., task success, adoption, CSAT, advisor efficiency) and ensure UX impact is visible at the portfolio level. 5. Enterprise Leadership & Influence
Contribute to the
broader AWM experience strategy , helping shift the organization from siloed execution to
end-to-end, journey-led delivery . Represent UX in senior forums (e.g., strategy councils, governance, planning discussions), influencing decisions beyond immediate scope. Act as a
thought leader and culture carrier , reinforcing human-centered design, accessibility, and client-first thinking across AWM. Preferred Experience
Senior UX leadership experience operating at a
portfolio or enterprise level , not just individual product teams. Outside-in perspective
on Wealth Management, financial services, or similarly complex, regulated industries, with the ability to challenge internal assumptions. Demonstrated success leading
large, multi-disciplinary UX organizations
through ambiguity, funding constraints, and transformation. Strong executive presence with a track record of influencing Product, Technology, and Business leaders. Qualifications
Minimum eight years related work experience, three years of User Experience or User Interface experience. Undergraduate degree or equivalent combination of training and experience in a creative or technical field. Graduate degree preferred.
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.