Associate UX Designer – Client Platform
About The Position
We are seeking an Associate UX Designer to join our Wealth Management Client UX team that supports self-directed and FA managed clients. In this role, you will help design data-rich experiences that give clients a clear picture of their portfolios and account data. You will also design analytics tools to give users a deeper understanding of their finances. You’ll contribute across the end-to-end product design lifecycle, partnering closely with UX leads, researchers, product owners, and engineers. You will be focused on translating business requirements into intuitive interfaces using components from our design system. This is a hands-on role responsible for user journeys, screen flows, wireframes, prototypes and high-fidelity designs. This role is required to work in-office a minimum of 4 days a week to support teamwork and collaboration.
Requirements
- You have an outstanding portfolio that demonstrates how you have created experiences that solved business and user needs
- You’ve spent 2-5 years as a UX designer who was a key contributor to the success of products that have launched
- You have a bachelor's degree in design or related field preferably, master’s degree a plus
- You have excellent skills in Figma
- You thrive in a collaborative, explorative environment and you value being on a diverse team to brainstorm and get feedback from within a large organization
- You practice active listening and contribute in-group situations, like brainstorms, audits, critiques, and whiteboard sessions
- You get excited by complex projects and can navigate a path forward when there is ambiguity
- You ask questions to clarify your understanding of the business rules, use cases and end users
Responsibilities
- Partner with the UX lead and cross-functional teams to deliver experiences that balance user needs, business objectives, and platform constraints
- Translate complex business rules, edge cases, and user scenarios into simple screen flows and intuitive interface designs
- Create and iterate on design artifacts including journey maps, task flows, wireframes, high-fidelity mockups, and interactive prototypes
- Design within an established ecosystem by leveraging existing interaction patterns and design system components to maintain consistency across products
- Work closely with our research team to identify user pain-points and ideate ways to improve the product experience
- Deliver responsive/adaptive designs optimized for web and mobile, and collaborate with engineering to support accurate implementation (including specs and design QA)
- Demonstrate strong attention to detail—creating a strong visual hierarchy with typography and layout, as well as considering error handling and empty states
- Advocate for inclusive design by aligning work to accessibility expectations (e.g., WCAG/ADA) and supporting usability for a wide range of user abilities
- Use company-approved AI tools to concept, iterate and quickly prototype workflows
- Ask thoughtful questions, seek feedback, and continuously grow design craft and product understanding
- Articulate the rationale behind your design decisions
- Champion design system thinking across multiple tabs and products over isolated page level interactions
- Collaborate with UX designers on other teams to share ideas, provide feedback, align on common patterns
Benefits
- Ample opportunity to move about the business for those who show passion and grit in their work.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
