Manager, UX Design & Strategy \ Brokerage Services

Logo: Envestnet

Vanguard, UX Manager

Marlvern, PA
July 2021 - Present

UX Strategy

I own the UX strategy and experience direction for the core Personal Investor brokerage platform, shaping priorities and execution across 10+ scrum teams in partnership with product, engineering, research, and content leaders.

To keep multi-team work aligned to the roadmap and measurable client outcomes, I run product discovery and delivery operating rhythms with Senior Product Managers—spanning intake, prioritization, capacity planning, and governance.

Modernization

When I joined Vanguard, the Personal Investor business set out to modernization the full-stack web experience. I directed the modernization of the authenticated experience into responsive, accessible, brand-consistent journeys.

I accelerated the adoption of the Constellation design system and establishing governance for reusable patterns. My team was the first to full convert our experience using the design system.

AppShell & Beyond

Most recently, I am leading the largest client-platform redesigg as a wave two of Vanguard's modernization efforts. I defined what has become know as the AppShell. It is an approach to enable consistent, modular experiences and partnering with technology teams to align architecture and implementation to design intent.

Client benefits

Coach and Staff Maturity

I coach and develop designers through regular 1:1s, intentional growth plans, and clear actionable feedback, while fostering a psychologically safe, high-accountability environment aligned to crew standards. I also hire and grow collaborative teams that prioritize outcomes over ego—setting clear expectations, advocating for talent, and building readiness for next-level roles.