CareerPlan

Senior UX Design Lead - Advisory - Vice President

New York, New York, United States of AmericaFull-time$110k–$190k2026-08-31 → 2026-11-13

Core

Design tools and workflows supporting the Firm's 'Path-to-Advice' strategy for Financial Advisors across all client segments, from retail to ultra-high net worth and institutions.

Role type

Senior UX Design Lead (Advisory Platform)

Builds

Digital experiences and workflows for Wealth Management Advisors and Clients

Domain

Financial Services / Wealth Management

Deliverable

product features

Required skills

Enterprise UX design, Service blueprinting, North-star journey definition, AI application in UX, Design systems, Rapid prototyping, Cross-functional leadership

Preferred skills

Master's degree in design, Experience with Generative AI tools (Figma Make, Claude, Lovable)

Technologies

Figma

Responsibilities

Define multi-quarter roadmaps aligned to business outcomes; Operate as a senior partner to Product, Engineering, Legal/Compliance/Risk; Produce high-quality specs, prototypes, and IA for large-scale tools; Synthesize qualitative and quantitative data to drive design decisions; Strategize and execute end-to-end product vision.

Seniority

Senior, hands-on IC with strategic leadership