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VP of Design, Wealth Services (Hybrid)

State StreetBoston, MA
Hybrid

About The Position

We are significantly expanding our wealth service offering across custody and clearing, and developing new consumer-grade applications for institutional clients, designed to help everyday people confidently plan for their futures. This role is for a hands-on senior product designer who thrives at the intersection of consumer-focused wealth planning, AI-enabled experiences, and scalable design systems. You’ll design for a zero-to-one product portfolio: shaping interaction models, designing critical flows, and partnering closely with Business, Engineering, and your Design Team colleagues. You’ll be setting a high bar through craft and execution. This role can be performed in a hybrid model, where there is a balance of working from home and office.

Requirements

  • Deep understanding of interaction design for both enterprise tools and consumer-facing products
  • Experience designing for enterprise, fintech, or regulated environments
  • Comfort translating ambiguous problem spaces into clear product direction
  • Ability to move fluidly between strategy and pixels—setting vision and designing key workflows
  • Strong communication skills and the ability to influence cross-functional partners
  • Familiarity with modern design tools and prototyping methods (e.g., Figma, prototyping libraries, experimentation)
  • Fluency in research methods, from product and feature validation through usability testing
  • 10+ years of experience in product design, with experience leading complex, data-rich products

Nice To Haves

  • Degree in Design (Interaction, Graphic, Product), HCI, or related field a plus
  • Experience working within a large, regulated enterprise
  • Ability to lead workshops with business, design, and engineering partners
  • Experience designing wealth management applications
  • Experience collaborating with AI/ML teams on production systems
  • Knowledge of accessibility standards for interfaces and data visualization

Responsibilities

  • Design for multiple wealth planning applications across multiple personas/user types, from early concept through launch and iteration
  • Produce user journeys tracking general tasks as well as support experiences
  • Shape AI-enabled querying experiences, including natural language input, guided prompts, product support, and serving contextual educational content
  • Define interaction patterns for dynamic dashboards that adapt to user roles, preferences, and behaviors
  • Partner closely with business to frame problems, define MVPs, and balance user value with business goals
  • Collaborate with internal Engineering and external partners to ensure designs are technically feasible and data-accurate
  • Advocate for user-centered design within a regulated, risk-aware banking environment

Benefits

  • retirement savings plan (401K) with company match
  • insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
  • paid-time off including vacation, sick leave, short term disability, and family care responsibilities
  • access to our Employee Assistance Program
  • incentive compensation including eligibility for annual performance-based awards
  • eligibility for certain tax advantaged savings plans
  • inclusive development opportunities
  • flexible work-life support
  • paid volunteer days
  • vibrant employee networks

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