Vanguard Product Strategy
A trusted well-being partner, supporting both participant and sponsor priorities, elevating key financial drivers and simplifying the pursuit to achieve financial outcomes.
Tapped to define a strategic point of view for the future state of the 401k experience. A strategy, taking into account business impact, consumer needs and shifting expectations, layed out a long-term perspective that will guide Vanguard into the future. Elevating retirement preparedness beyond the industry standard of defined contribution, established a go-forward plan to position Vanguard as the partner for current and future-self.
Key outcomes:
Strategy served as genesis for $18M investment in digital for FY20
Set foundation for financial wellness offer - fully funded FY22-23
Strategy laid framework for dedicated innovation team
Role: Sr UX Director
Led and defined strategic vision for 401k experience
Partnered with VP of Participant Strategy to define 5 year roadmap
Led team of designers through concept and interactive prototyping
Sold through strategy to key senior leaders
Approach and Process:
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Growing and maintaining relationships with key individuals throughout the org
Consensus building
Leadership influence
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Crafting a story rooted in a reason to believe backed by undeniable facts, impacts and viewpoints
Alignment to stated mission
Quantified business metrics
Cohesive and consistent message top to bottom
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Rallying a team around a nebulous idea and motivating them to believe in the objective
Open communication and transparency in knowledge
Equals - top down and bottom up - we’re in it as one