Principal, Client Platform Product Designer
About The Position
Wellington Management is seeking a Principal, Client Platform Product Designer to lead client and employee experience for all products and solutions across the Marketing, Sales, Onboarding, and Servicing stages of the client lifecycle. This high-visibility role is for a value-focused creative problem solver passionate about client experience, with strong business and technical aptitude, and effective consensus-building skills. The individual will partner with business teams to align on the intended experience, prioritize requirements, and support end-to-end development. This role will pioneer Service Design as a formal practice at Wellington, analyzing current states and defining future-state client and distributor journeys, including business processes, workflows, and tools.
Requirements
- Strong business and technical aptitude
- Effective consensus builder
- Passionate about client experience
Nice To Haves
- Value-focused creative problem solver
Responsibilities
- Monitor usage of client and employee-facing digital tools to inform experience strategy and design; conduct client research to understand current practices, unmet needs, motivations, and pain points.
- Conduct service design workshops and stakeholder interviews across Marketing, Sales, and Servicing to understand current workflows, collaboration models, pain points, strategic priorities, and KPIs.
- Analyze, synthesize, and present insights through current-state journeys, service blueprints, and executive presentations.
- Triangulate data and insights to identify opportunities that deliver value and improve the client and employee experience.
- Define future-state client journeys, business processes, digital tools, and solutions using service blueprints.
- Facilitate the Client Platform vision by creating conceptual designs and testing them with clients and internal stakeholders.
- Produce high-fidelity wireframes and prototypes with annotations; gather inputs to refine and socialize them with stakeholders.
- Work with Client Platform product teams to break down features into user stories and acceptance criteria for engineering.
- Participate in strategic planning and initiative sequencing to optimize ROI, continuously improving client and employee experience while removing friction.
- Research, build, and evolve client and employee experience standards—including components, guidelines, and frameworks—to support efficient design and development of Client Platform tools.
- Assess client and employee-facing solutions across the organization to ensure alignment with best practices, industry research, and Wellington’s experience standards. This includes existing tools and those that are under development.
- Build service design and experience design practices for the enterprise.
- Coach Client Platform team members and champion experience strategy and design across sister platforms.
Benefits
- Retirement plan
- Health and wellbeing coverage
- Dental coverage
- Vision coverage
- Pharmacy coverage
- Health savings account
- Flexible spending accounts
- Commuter program
- Employee assistance program
- Life insurance
- Disability insurance
- Adoption assistance
- Back-up childcare
- Tuition/CFA reimbursement
- Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
