Lead UX Product Designer, Sales Technology

Lead UX Product Designer, Sales Technology

Lead the design of complex, mission critical platforms used daily by Vanguard sales professionals, translating deep customer insight into elegant, intuitive solutions.

As a trusted design lead, you'll influence product direction, elevate experience quality, and set a high bar for UX excellence across the FAS Sales ecosystem. A growing focus of this role is shaping AI forward experiences, including ecosystems of AI agents that assist, augment, and accelerate our users' work.

This role sits at the intersection of sales strategy, product innovation, and human centered design, owning the experiences that power our Financial Advisor Services sales teams and drive meaningful business outcomes.

Core Responsibilities

• Own the user experience for one or more sales technology product areas, from discovery through delivery, ensuring solutions meet both user and business goals.
• Proactively lead UX strategy and design execution for complex sales workflows, includingAI-enabled and agent-driven experiences, spanning research, conceptualization, interaction design, information architecture, visual design, and usability testing.
• Partner closely with Product Managers, Engineers, and Sales leaders to shape product vision, roadmaps, and prioritization.
• Translate sales needs, business objectives, and user insights into intuitive, elegant, and scalable design solutions, balancing human judgement with AI assistance.
• Lead design thinking workshops, journey mapping, and ideation sessions with sales teams, clients, and cross-functional partners.
• Use qualitative and quantitative data to inform design decisions. Validate solutions through usability testing, pilots, and ongoing feedback loops.
• Produce high-quality design artifacts (flows, wireframes, prototypes, specs) that clearly communicate intent and are ready for development.
• Serve as a design thought leader within the FAS user experience community, modeling best practices and contributing to design standards and patterns.
• Mentor and provide informal guidance to UX Designers and Strategists, helping elevate craft, product thinking, and collaboration.

• Deep expertise across core UX disciplines, including interaction design, information architecture, visual design, prototyping, content collaboration, and UX measurement.
• Proven experience designing complex B2B or enterprise products, ideally supporting sales, advisory, or relationship-management workflows.
• Experience leveraging generative AI or emerging tools to drive innovation within the design process.
• Excellent communication and storytelling skills, with the ability to influence decisions at multiple levels of the organization.
• Strong product thinking skills. Able to connect user needs, business outcomes, and technical constraints.
• Demonstrated ability to independently lead UX efforts for large, ambiguous problem spaces.
• Experience partnering with product management and engineering teams in Agile or Lean environments.
• Proven ability to incorporate qualitative and quantitative research into design decisions.
• High level of craftsmanship and attention to detail in design execution.

• Experience designing tools used by sales professionals, advisors, or client-facing teams (e.g., CRM platforms, planning tools, sales enablement applications).
• Familiarity with financial services, investment products, or regulated environments.
• Comfort operating in fast-paced, evolving product environments with shifting priorities.
• Exposure to design systems and contributing to shared patterns and components at scale.
• Bachelor's or Master's degree in UX Design, HCI, Psychology, or a related field (or equivalent professional experience).

• Onsite: Tues, Wed, Thurs
• WFH: Mon, Fri