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Head of Advisor Experience Research

Vanguard

Head of Advisor Experience Research

Vanguard

Malvern, PA

·

On-site

·

Full-time

·

2w ago

Benefits & Perks

Hybrid Work

Required Skills

User research

Team leadership

Strategic planning

Stakeholder management

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

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.

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About Vanguard

Vanguard

A client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services to institutional and individual investors, and financial professionals.

10,001+

Employees

Kelayres

Headquarters

Reviews

3.4

3 reviews

Work Life Balance

2.5

Compensation

3.2

Culture

2.8

Career

3.5

Management

3.0

45%

Recommend to a Friend

Pros

Competitive compensation package with bonuses

Good foundation for career development

Interesting programs aligned with education

Cons

Long commute requirements (2.5 hours)

Mandatory on-site presence multiple days

Pay below industry standards

Salary Ranges

1,532 data points

Junior/L3

Junior/L3 · Client Relationship Associate

529 reports

$60,018

total / year

Base

$55,076

Stock

-

Bonus

$4,942

$46,375

$78,763

Interview Experience

3 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Interview Process

1

Application Review

2

Recruiter/HR Phone Screen

3

Technical/Case Study Round

4

Final Round Interview

5

Offer

Common Questions

Behavioral/STAR

Technical Knowledge

Case Study

Past Experience

Culture Fit