Senior UX Design Lead - Advisory - Vice President
Core
Design tools and workflows supporting the 'Path-to-Advice' strategy for Financial Advisors across retail, UHNW, and institutional segments.
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, Generative AI tool fluency (Figma Make, Claude, Lovable)
Technologies
Figma, Figma Make, Claude, Lovable
Responsibilities
Translate Wealth Management domain complexity into clear usable experiences; 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 research data to drive value-driven design decisions; Strategize and execute end-to-end product vision.
Seniority
Senior, hands-on IC with strategic direction
