Head of In-life journeys
Vanguard Asset Services · London, United Kingdom
About The Role
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. Leads the planning, development and implementation of new products, analyzes markets and develops 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. Provides guidance and coaches digital product teams towards best practices and learnings.
- Influences & 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.
- Participates in and influences ongoing business planning and departmental prioritization activities.
- Hires, evaluates, and supervises crew . Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes 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.
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