Capital Markets Placement

Head of User Experience, Workplace Solutions

Capital Markets Placement$130K — $180K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in UX, product design, or digital strategy leadership
  • Proven track record in large-scale transformation within complex environments
  • Strong understanding of B2B client needs, particularly in retirement/recordkeeping or workplace benefits
  • Skilled at simplifying complex multi-stakeholder journeys into intuitive solutions
  • Exceptional ability to influence stakeholders at senior executive levels
  • Experience building and leading high-performing teams

Responsibilities

  • Define and lead the UX strategy for plan sponsor and consultant journeys
  • Replace fragmented, legacy workflows with connected, digitally-enabled solutions
  • Embed B2B insights into product, service, and operational design
  • Partner across departments to align on enterprise priorities
  • Oversee design, research, content, and UX operations
  • Establish standards, frameworks, and metrics for experience outcomes
  • Utilize data and emerging technologies to enhance usability and efficiency

Benefits

  • Opportunities for professional development and advancement
  • Access to a collaborative and innovative work environment
  • Participation in a diverse and inclusive workplace
  • Benefits packages designed to support work-life balance
  • Engagement in a company committed to responsible investing
Full Job Description
Vanguard is seeking a senior leader to help define and transform the end-to-end user experience (UX) for plan sponsors and consultants across our Workplace Solutions business. This role will shape how institutional clients interact with Vanguard-creating seamless, intuitive, and digitally-enabled experiences that simplify complexity and drive better outcomes.

You will lead the UX strategy, design, research, and delivery of cohesive experiences across digital, service, and operational touchpoints - challenging legacy approaches and redefining what great B2B experiences look like. You'll play a critical role in redefining how Vanguard serves institutional clients-delivering simpler, smarter, and more connected experiences that drive long-term client and business impact.

What You'll Do
  • Set the vision: Define and lead the UX strategy for plan sponsor and consultant journeys across Workplace Solutions
  • Transform experiences: Replace fragmented, legacy workflows with connected, digitally-enabled solutions
  • Champion the client: Embed deep B2B insights into product, service, and operational design
  • Influence at scale: Partner across Product, Technology, Operations, and Sales to align on enterprise priorities and investments
  • Lead a multidisciplinary team: Oversee design, research, content, and UX operations-building a high-performing, innovative team
  • Drive quality and consistency: Establish standards, frameworks, and metrics to continuously improve experience outcomes
  • Advance digital innovation: Leverage data, emerging technologies, and modern platforms to enhance usability and efficiency


What We're Looking For
  • Proven leader with experience defining and delivering enterprise UX or digital experience strategies
  • Track record driving large-scale transformation in complex, cross-functional environments
  • Strong understanding of B2B client needs; retirement/recordkeeping, or other workplace benefits experience preferred
  • Ability to simplify complex, multi-stakeholder journeys into intuitive solutions
  • Exceptional stakeholder influence, with experience partnering at senior executive levels
  • Demonstrated success building and developing high-performing teams


Qualifications
  • 10+ years of relevant experience, including UX, product design, or digital strategy leadership
  • Experience leading teams and delivering measurable business and client outcomes
  • Bachelor's degree required; advanced degree preferred


Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

About Capital Markets Placement

Capital Markets Placement is a financial services company that provides debt and equity financing solutions to businesses. The company specializes in providing funding to small and medium-sized businesses that are looking to grow or expand their operations. Capital Markets Placement offers a range of financing options, including asset-based lending, bridge loans, mezzanine financing, and equity financing. The company has a team of experienced professionals who work closely with clients to understand their needs and provide customized financing solutions. Capital Markets Placement is committed to helping businesses achieve their goals and grow their operations.
Learn more about Capital Markets Placement
Size
50 employees
Industry
Founded
1997

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