CareerPlan

Principal, Client Platform Product Designer

Needham, USFull-time$120k–$225k2026-10-06 → 2026-11-10
Hybrid

Core

Designing the client platform to support institutional clients' investment management needs.

Role type

Principal Product Designer (Client Platform)

Builds

Client-facing investment management platform

Domain

Financial Services / Investment Management

Deliverable

product features

Required skills

Product design, User experience (UX), Stakeholder management, Cross-functional collaboration, Strategic thinking, Portfolio management

Preferred skills

Experience in financial services, Knowledge of institutional client workflows, Leadership in design teams

Technologies

Design tools, Prototyping software

Responsibilities

Define product strategy for the client platform, Collaborate with engineering and product teams, Conduct user research and usability testing, Lead design initiatives for institutional clients, Mentor junior designers, Present design concepts to stakeholders