Job Description

Job Title : Lead Product - UX/UI Designer

Location : NYC, NY | Charlotte, NC | St Louis, MO

Duration : Long Term

Job Description:

• Lead the design, strategy, and implementation of digital product design experiences within the CRM suite of applications on our advisor platforms.
• Conduct discovery, iterative design, testing, and outcome measurement to define core product offerings with innovative UX/UI design leveraging Salesforce platform technologies.
• Create end-to-end user journeys that seamlessly integrate CRM capabilities throughout the platform.
• Partner with various stakeholders to drive value, growth, and optimize delivery by employing best practices in user-centered design and agile development.
• Provide vision, direction, and expertise to senior leadership through compelling design communication.
• Engage strategically with professionals and managers across the enterprise, serving as an expert advisor to ensure the user experience is a key part of the product offering.

Required Qualifications:

• 7+ years of web application and/or enterprise design experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• 5+ years of experience designing experiences for enterprise platforms, including customer relationship management.
• 2+ years of experience leading design on complex initiatives for large-scale, multi-user platforms.
• Experience with current Salesforce platform technologies.
• Familiarity with Lightning Design System.
• Expertise in Figma, including working with design systems and prototyping .
• Demonstrated information architecture skills, expressing complex data into dashboard summaries with actionable insights.
• Data visualization proficiency is a significant advantage.
• Ability to incorporate AI technologies into design solutions.
• Experience working independently with stakeholders across all disciplines, leading design from concept to completion.
• Wealth Management or FinTech experience.

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