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Senior User Experience Manager - Sales Technology

Today Charlotte, NC

Lead the UX strategy and design for innovative sales technology products supporting Vanguard's Financial Advisor Services (FAS) Sales teams and intermediary clients.

As Senior UX Manager, you will guide a team of UX Designers and UX Strategists to deliver best-in-class digital experiences that empower sales professionals and drive business growth. You'll shape and evolve the design discovery process in a dynamic, high-impact environment, leveraging frequent user research and feedback from sales stakeholders.

We are passionate about setting a new standard for digital experiences and are looking for like-minded individuals. Join a team of self-starters who are tenacious and relentlessly curious. We exist to lead Vanguard into the future.

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Core Responsibilities

  • Creates world-class user experience strategies for a wide range of user and business goals. Defines complex problems expertly by managing discovery, conceptualization (sketches/wireframes), visual design, information architecture, interaction, and by having a precise eye for detail on the execution.
  • Drives progress of AI-driven discovery models and agentic tools.
  • Coaches and demonstrates user experience methods for direct reports. Provides feedback and reviews the UX work product for the team.
  • Organizes, prioritizes, and tracks work; develops and iterates leadership methods to ensure efficiency.
  • Facilitates design thinking exercises with users, clients, product partners, and business stakeholders to gather observations and insights to inform current and future state mapping.
  • Works with the product management team to create a product roadmap that includes a prioritization schema and a proposed schedule for introducing new features and capabilities.
  • Provides guidance to product teams and works in collaboration with user experience designers to determine appropriate research strategies and approaches for critical product questions.
  • Develops relationships with business leads across a product family and educates executives why user experience capabilities are a strategic asset of the organization.

What it takes

  • Expert in all areas of user experience design (information architecture, interaction design, visual design, prototyping, content, UX measurement).
  • A high degree of creativity, empathy, passion, and problem-solving ability.
  • Proven leadership experience managing and developing UX teams, ideally within sales technology or B2B environments.
  • In-depth knowledge of market research, competitive landscape, and test methods (A/B, multivariate testing).
  • Proven experience solving complex communication problems and designing world-class experiences for large-scale programs.
  • Expert communication skills (storytelling, visualization) and the ability to get buy-in on those ideas within a large organization.
  • Proven ability to lead a team to success. Ability to turn failures into successes.
  • Proven experience in using data (both quantitative and qualitative) analysis techniques to inform design.

Specializations that make an impact

  • Experience leveraging generative AI tools to gain efficiencies within the product design lifecycle.
  • Experience using design thinking approaches in product design and research.
  • Experience in financial services or financial applications a plus.
  • Strong understanding of sales processes, CRM systems, and the unique needs of sales professionals a plus.
  • Comfortable working through ambiguity in a fast-paced agile environment.

Reporting Chain

This role reports into the broader user experience group within the FAS Digital & Analytics department, offering opportunities for cross-team collaboration and engagement with Vanguard's global design community.

Location

This position has a hybrid work schedule:

• Tuesdays, Wednesdays, Thursdays on a Vanguard campus

• Mondays and Fridays remote.

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.

Client-provided location(s): Charlotte, NC, Malvern, PA
Job ID: Vanguard-174892
Employment Type: FULL_TIME
Posted: 2026-02-14T20:04:22

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

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