Title: Senior Manager, User Experience Strategy Location: Malvern, PA Job Description: Senior User Experience Manager - Sales Technology 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. 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.

Role Description Own the end-to-end strategy, development, and optimization of the company’s Loyalty Program to drive partner retention, booking frequency, and share of wallet growth. - Design and implement scalable loyalty mechanics (tiers, rewards, point redemption, goal-based incentives) aligned with commercial and retention objectives. - Analyze partner behavior, booking activity, and engagement patterns to identify opportunities for loyalty-driven performance uplift. - Monitor and evaluate loyalty program effectiveness, including incremental uplift, ROI, and impact on retention, gross margin, and partner lifetime value. - Establish and maintain reporting frameworks for loyalty initiatives, including automation of performance tracking and regular business reviews. - Optimize loyalty program investment by identifying high-impact partner segments and preventing inefficient reward allocation or promotional misuse. - Conduct market and competitor benchmarking to identify industry trends and best practices in loyalty program design. - Define business and functional requirements for new loyalty mechanics and collaborate with Product and Analytics teams to implement program enhancements. - Lead continuous testing and experimentation within the loyalty framework to improve partner engagement and long-term activity consistency. Qualifications - Bachelor’s degree in Marketing, Business Administration, Management, or a related field. - 5-7+ years of experience in Loyalty Programs, Retention Marketing, CRM, Customer Experience, or Lifecycle Marketing roles. - Proven experience in designing, launching, and managing loyalty or incentive-based engagement programs. - Strong analytical skills with the ability to work with large datasets and derive actionable performance insights. - Hands-on experience with CRM platforms and analytical tools for customer data management and behavioral analysis. - Experience in evaluating campaign or program effectiveness using metrics such as retention rate, frequency, or ROI. - Demonstrated experience working cross-functionally with Product, Commercial, Marketing, and Data teams. - Project ownership experience in customer engagement or retention-focused initiatives. - Solid understanding of customer experience principles and engagement optimization methods. - English level B2. Benefits - Flexible schedules and opportunity to work remotely. - Ambitious and supportive team who love what they do, appreciate each other, and grow together. - Internal programs for adaptation and training, development of soft skills, and leadership abilities. - Partial compensation for participating in external training and conferences. - Corporate English school: Group and individual lessons, speaking clubs with colleagues from all over the world. - Corporate prices on hotels and travel services. - MyTime Day Off - an extra non-working day without loss of compensation.

Role Description Globe Life AO is hiring professionals who are ready for stronger career growth, leadership opportunities, and the flexibility of working from home. In this role, you’ll connect with individuals who have requested information about available benefits. You’ll guide conversations, provide support, and deliver a high-level client experience while building long-term relationships. - Meet with clients virtually using Zoom - Walk individuals and families through available programs - Answer questions and guide clients through next steps - Support clients through onboarding and ongoing communication - Maintain simple digital records and documentation - Ensure a professional, client-first experience - Participate in training, mentorship, and leadership development Qualifications - Must be authorized to work in the United States - Experience in client service, consulting, or customer-facing roles preferred - Strong communication and organizational skills - Comfortable working independently in a remote environment - Goal-oriented, self-motivated, and growth-focused - Laptop or computer with camera + reliable internet Benefits - 100% remote — work from anywhere in the U.S. - Flexible scheduling with autonomy over your day - Clients have already requested to be contacted - Ongoing mentorship and professional development - Clear path into leadership and team development roles - Performance-driven environment with strong growth potential Company Description Globe Life AO has supported working families for over 70 years, partnering with unions, credit unions, and veteran organizations nationwide. The company operates fully remotely and focuses on service, leadership development, and long-term career growth.

• Maintain a consistent billable utilization target by serving as the dedicated Design and Experience Lead for assigned client accounts and projects. • Directly contribute to and oversee the creation of Experience Strategy artifacts, including research frameworks, content audits, strategic benchmarks, persona development, and journey mapping • Scale the Experience Strategy practice by leading recruitment, interviewing, and hiring initiatives to grow the department. • Drive organization-wide growth by spearheading sales initiatives, strategic account reviews, and high-level consulting engagements. • Provide executive sponsorship and hands-on quality control across multiple projects to ensure the integrity of design and strategy deliverables. • Define and evolve the suite of services and deliverables offered, adapting to emerging market trends and evolving client needs. • Collaborate with sales and senior leadership teams to establish workflows for cross-functional integration between Experience Strategy, UX, and UI. • Develop modular, reusable sales documentation, service descriptions, and case studies to streamline RFP responses and business development. • Establish departmental standards for tools, processes, and methodologies while evangelizing the discipline across the wider organization. • Manage the functional team’s performance through resource allocation, mentorship, and professional development reviews. • Lead hands-on creation of practice-specific artifacts and provide collaborative support for UX and UI design work when necessary. • Create executive-facing narratives, presentations, and strategic storytelling that clearly communicate customer experience opportunities, transformation vision, and business value. • Develop a point of view on modern digital customer experiences across commerce, CRM, and self-service channels, grounded in customer behavior, buyer journeys, and brand experience principles.