Wealth R&D Design Lead, VP

Quick Facts

Design lead for a consumer-facing, AI-native wealth management platform; focuses on end-to-end UX strategy and front-end user experience.

Description

Lead the end-to-end design strategy for a consumer-facing digital initiative in Wealth R&D. Own UX architecture and visual direction across onboarding, personalized insights, product navigation, and AI-driven experiences. Partner with cross-functional teams to convert complex business, technical, and regulatory requirements into intuitive, user-centered workflows.

Responsibilities

• Own conceptual design, UX architecture, and visual direction for core experiences and key customer journeys
• Collaborate with product, engineering, data, and R&D teams to define user-centered solutions
• Provide design demos to leadership and partners, including AI-forward interaction concepts
• Participate in user testing and translate findings into actionable improvements
• Own and govern the application design system, interaction standards, and component library
• Drive ideation, prototyping, and iteration of new capabilities (education, advisory tools, AI guidance)
• Set design quality standards and steer the end-to-end design roadmap
• Lead third-party design engagements and ensure internal/external feedback is captured and incorporated

Requirements

• 7+ years of experience designing digital products (fintech/wealth management/enterprise preferred)
• Proven track record designing consumer-facing applications with high adoption and sustained engagement
• Portfolio showing complex UX systems, interaction design depth, and polished visuals
• Proficiency with design and prototyping tools (e.g., Figma, Sketch, Principle)
• Experience with user research, journey mapping, and usability testing
• Ability to plan and conduct user testing and iterate based on feedback
• Strong presentation skills to articulate decisions and guide stakeholders through concepts/prototypes
• Systems thinking and ability to design elegant solutions in complex ecosystems

Benefits

• Retirement savings plan (401K) with company match
• Insurance coverage (life, medical, dental, vision, long-term disability, and optional additional coverages)
• Paid-time off (vacation, sick leave, short-term disability, and family care)
• Employee Assistance Program access
• Incentive compensation with eligibility for annual performance-based awards (excluding certain sales roles)
• Eligibility for certain tax-advantaged savings plans
• Inclusive development opportunities, flexible work-life support, paid volunteer days, and employee networks