Head of Advisor Experience Research
Champion the advisor voice and key user needs to transform and grow digital engagement
We're seeking a strategic and emphatic leader to guide our advisor experience research function. You will join a high-performing Digital & Analytics (D&A) department within Vanguard's Financial Advisor Services (FAS) division, and collaborate closely with UX, Digital Product Management, Data Science, and Sales. In this high-impact role, you will be the voice of the customer, championing the needs of FAS' advisor clients as well as our own internal Sales Executives and Offer Specialists. As D&A pursues FAS' 2030 priorities, you will be a key player in helping teams support integrated and personalized journeys across Sales and Digital, articulating how artificial intelligence changes the way our users interact with investment data, end-client insights, and analysis tools, and unlocking net new ways of reaching clients where they are.
In this role you will:
- Manage a talented, established team of researchers, ranging from junior to senior levels
- Act as a strategic partner to UX and Digital Product, ensuring user-centric insights are a key factor that shape and inform product roadmaps
- Manage a dedicated research budget and oversee the optimization of 3rd party partnerships that enable the team to effectively field studies
- Lead innovation in research methods by leveraging new technologies like artificial intelligence to inform decision-making
Key Responsibilities
Team Leadership & Development
- Foster a culture of curiosity, rigor, and impact
- Manage resource allocation across strategic initiatives
- Deeply understand each researcher's aligned area of the business
- Upskill researchers to excel in a changing technological and business environment
Strategy & Cross-Functional Collaboration
- Partner with stakeholders to ensure research appropriately shapes and informs roadmaps
- Influence strategic decisions by effectively communicating research insights to peers and executives
- Manage stakeholder expectations around research timelines, feasibility, and trade-offs
Budget & Operations
- Manage annual research budget, including tools and vendor relationships
- Evaluate new vendors for research capabilities as needed
- Ensure compliance with legal, regulatory, and data privacy requirements across all research activities and processes
What it takes
- Undergraduate degree or an equivalent combination of research training and experience. Graduate degree preferred (i.e. MBA or Masters and/or PhD in Human Computer Interaction, Human Factors, Cognitive Psychology, Sociology, Communications, Information Science, Marketing Research)
- 5+ years people leadership experience
- 5+ years progressively responsible and related work experience, managing a variety of projects from beginning to end. Accustomed to consulting with and influencing senior leaders, peers, and direct reports.
- Strong leadership and motivation skills to effectively manage the completion of responsibilities and objectives across a wide range of contexts and individual working styles
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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.
Perks and Benefits
Health and Wellness
- FSA
- HSA
- Health Reimbursement Account
- Fitness Subsidies
- On-Site Gym
- HSA With Employer Contribution
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Mental Health Benefits
- Virtual Fitness Classes
- Pet Insurance
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
Office Life and Perks
- Company Outings
- Commuter Benefits Program
- Casual Dress
- Happy Hours
- Snacks
- Some Meals Provided
- On-Site Cafeteria
Vacation and Time Off
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Volunteer Time Off
- Leave of Absence
Financial and Retirement
- Relocation Assistance
- Performance Bonus
- 401(K) With Company Matching
- 401(K)
- Financial Counseling
- Profit Sharing
Professional Development
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Tuition Reimbursement
- Internship Program
- Lunch and Learns
- Leadership Training Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
Hear directly from employees about what it is like to work at Vanguard.