At a Glance
- Tasks: Lead the strategy for enhancing client experiences and engagement across digital platforms.
- Company: Join Vanguard, a mission-driven company focused on client success and collaboration.
- Benefits: Enjoy a hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Dynamic environment with a focus on continuous improvement and market trends.
- Why this job: Make a real impact on client journeys and drive innovation in investment experiences.
- Qualifications: Proven experience in digital servicing and leading cross-functional teams.
The predicted salary is between 60000 - 75000 £ per year.
You will own the strategy, vision, and outcomes for the in-life experience of UK Personal Investor clients, ensuring every interaction reinforces trust, drives engagement, and delivers on Vanguard’s 4 principles to drive investment success. This role spans digital and human touchpoints, with a strong focus on optimizing the mobile app experience, client communications, and help & support journeys.
Core Responsibilities
- Define and execute the in-life experience strategy, aligning with business objectives and client outcomes to foster engagement and client satisfaction.
- Own the end-to-end client experience for in-life “jobs to be done”, ensuring seamless navigation across app & web features, communications, and support channels.
- Lead the planning, development and implementation of new products, analyse markets and develop business readiness & implementation plans.
- Enhance the mobile app experience, introducing intuitive features and design improvements that empower clients to manage their investments confidently.
- Responsible for increasing app store ratings and CSAT.
- Work with Client Communications Manager to review and improve client communications throughout a client’s lifecycle, ensuring clarity, consistency, and personalization across all channels.
- Re-imagine help & support journeys, leveraging self-service tools, contextual guidance, and proactive assistance to reduce friction and improve resolution times.
- Lead a team of Product Managers responsible for the execution of strategy, managing and prioritising backlogs and delivery roadmap.
- Provide guidance and coach digital product teams towards best practices and learnings.
- Influence & collaborate with cross-functional teams, including Offer, Marketing, Technology and Operations to deliver scalable experiences and best practices that drive significant change to the client experience.
- Develop KPIs and measurement frameworks for engagement, satisfaction, relationship depth and retention, continuously iterating based on insights.
- Champion experimentation and A/B testing to validate enhancements and optimize user flows.
- Ensure regulatory compliance across all client in-life journeys, communications and support processes.
- Participate in and influence ongoing business planning and departmental prioritization activities.
- Hire, evaluate, and supervise crew. Provide guidance and training as necessary to develop crew.
- Set performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
- Stay ahead of market trends in digital servicing, behavioural design, and client engagement best practices to maintain competitive advantage.
Qualifications & Experience
- Proven track record in digital servicing and client engagement within direct-to-consumer investment products and the UK regulatory environment.
- Experience leading cross-functional teams and delivering complex, multi-year initiatives.
- Strong understanding of mobile app design principles, client communication strategies, and support models.
- Data-driven mindset with expertise in engagement and retention analytics.
- Excellent stakeholder management and communication skills, adept at navigating and influencing senior stakeholders.
- Ability to navigate ambiguity and drive change in a fast-paced environment.
- Minimum of ten years related work experience, with at least eight years innovation strategy and execution experience.
- Undergraduate degree or equivalent combination of training and experience.
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.
Head of In-life journeys employer: Vanguard
Vanguard in Manchester is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from comprehensive growth opportunities, including professional development and mentorship, while enjoying the flexibility of a hybrid work model that promotes work-life balance. With a commitment to excellence and a supportive environment, Vanguard empowers its team members to thrive and make impactful contributions to the business.