Senior Manager, User Experience Design
hackajob, Dallas, TX, United States
Overview
Manages the design, implementation, and maintenance of the digital user experience. Manages the development of the most complex design solutions that have an impact across a variety of users and divisions. 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.
Responsibilities
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.
UX Funding & Portfolio Planning: 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.
Executive Perspective in Planning: Act as the UX executive point of view in portfolio planning, quarterly prioritization, and roadmap discussions.
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.
People Development: 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.
Quality, Velocity & Collaboration: Establish clear expectations around quality, velocity, and decision-making, and model executive-level communication and influence.
Community & Influence: Serve as leader within the UX organization, shaping and influencing the design community, cross-divisional intersections, and elevating UX as a discipline and practice.
Experience Strategy & Connected CX: Own the product family experience strategy, ensuring alignment to priority initiatives (e.g., connected journeys, desktop strategy, personalization, trust, and planning experiences).
Cross-Divisional UX Execution: Oversee the execution of cross-divisional, cross-cutting UX work to ensure the client experience is designed across journeys that transcend divisional boundaries.
Consistency & Taxonomies: Manage and evolve journey taxonomies, core personas, and experience principles to ensure consistency across channels and offers.
Voice of the Client: Ensure the product family is accountable for addressing top VOC and advisor pain points, tracking progress and outcomes over time.
Research, Insights & Measurement: Partner with UX Research leadership to define research strategy, prioritize discovery, and ensure insights inform roadmap and investment decisions.
Evidence-Based Decisions: Champion evidence-based decision making, balancing qualitative insights, behavioral data, and business outcomes.
Experience Metrics: Establish clear experience success metrics (e.g., task success, adoption, CSAT, advisor efficiency) and ensure UX impact is visible at the portfolio level.
Enterprise Leadership: Contribute to the broader experience strategy, helping shift the organization from siloed execution to end-to-end, journey-led delivery.
Senior Forums & Thought Leadership: Represent UX in senior forums (e.g., strategy councils, governance, planning discussions), influencing decisions beyond the immediate scope. Act as a thought leader and culture carrier, reinforcing human-centered design, accessibility, and client-first thinking across the organization.
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.
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Manages the design, implementation, and maintenance of the digital user experience. Manages the development of the most complex design solutions that have an impact across a variety of users and divisions. 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.
Responsibilities
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.
UX Funding & Portfolio Planning: 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.
Executive Perspective in Planning: Act as the UX executive point of view in portfolio planning, quarterly prioritization, and roadmap discussions.
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.
People Development: 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.
Quality, Velocity & Collaboration: Establish clear expectations around quality, velocity, and decision-making, and model executive-level communication and influence.
Community & Influence: Serve as leader within the UX organization, shaping and influencing the design community, cross-divisional intersections, and elevating UX as a discipline and practice.
Experience Strategy & Connected CX: Own the product family experience strategy, ensuring alignment to priority initiatives (e.g., connected journeys, desktop strategy, personalization, trust, and planning experiences).
Cross-Divisional UX Execution: Oversee the execution of cross-divisional, cross-cutting UX work to ensure the client experience is designed across journeys that transcend divisional boundaries.
Consistency & Taxonomies: Manage and evolve journey taxonomies, core personas, and experience principles to ensure consistency across channels and offers.
Voice of the Client: Ensure the product family is accountable for addressing top VOC and advisor pain points, tracking progress and outcomes over time.
Research, Insights & Measurement: Partner with UX Research leadership to define research strategy, prioritize discovery, and ensure insights inform roadmap and investment decisions.
Evidence-Based Decisions: Champion evidence-based decision making, balancing qualitative insights, behavioral data, and business outcomes.
Experience Metrics: Establish clear experience success metrics (e.g., task success, adoption, CSAT, advisor efficiency) and ensure UX impact is visible at the portfolio level.
Enterprise Leadership: Contribute to the broader experience strategy, helping shift the organization from siloed execution to end-to-end, journey-led delivery.
Senior Forums & Thought Leadership: Represent UX in senior forums (e.g., strategy councils, governance, planning discussions), influencing decisions beyond the immediate scope. Act as a thought leader and culture carrier, reinforcing human-centered design, accessibility, and client-first thinking across the organization.
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.
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