Job Description A leading global financial services firm is looking for a Senior Product Designer to help modernize the internal technology that supports some of its most important business functions. This organization operates at the intersection of sophisticated financial advisory services and technology, supporting high-stakes transactions and complex workflows for teams around the world. As the firm continues to invest in its digital infrastructure, this is an opportunity to join a dedicated product organization with the stability and resources of an established financial institution.
In this role, you'll serve as the design lead for a suite of business-critical internal products, including a high-priority CRM platform supporting advisory teams. Reporting to the Program Manager for Investment Banking IT, you'll own the design process from discovery and research through final implementation while also providing mentorship and guidance to a small team of researchers and designers. This is a true player-coach opportunity where you'll remain deeply hands-on in the craft while helping establish the design standards and practices for the broader organization.
This is an excellent opportunity for a senior product designer who enjoys solving complex enterprise problems and working closely with sophisticated users and senior stakeholders. You'll have significant visibility across Technology, Data, Product, and business leadership while designing tools that directly impact how teams operate. If you're comfortable navigating ambiguity, passionate about user-centered design, and excited by the challenge of simplifying complex financial workflows, this role offers meaningful ownership and long-term growth within a highly respected organization.
Required Skills & Experience - 5+ years of professional Product Design or UX Design experience
- Strong portfolio demonstrating enterprise-grade products, particularly complex data environments, internal systems, or business-critical applications
- Financial services experience strongly preferred
- Deep experience with UX Research and data-driven product design, including establishing practices to measure adoption and inform product decisions
- Advanced proficiency with modern design and collaboration tools such as Figma and Miro
- Strong understanding of user-centered design, journey mapping, interaction design, prototyping, usability testing, and design systems
- Experience owning the end-to-end design lifecycle from initial discovery through development handoff and implementation
- Excellent stakeholder management skills with the ability to confidently present and defend design decisions to senior executives and cross-functional partners
- Strong communication and collaboration skills with the ability to work effectively across Technology, Data, Product, and business teams
- Ability to work during core U.S. East Coast business hours and legal authorization to work in the U.S.
Desired Skills & Experience - Experience designing internal tools or workflow-heavy enterprise applications
- Previous experience working with CRM platforms, Salesforce, or other complex business systems
- Experience managing, mentoring, or providing design direction to other designers and UX researchers
- Strong understanding of data visualization and designing experiences for data-intensive environments
- Experience establishing UX standards, documentation, and scalable design processes
- Background working in investment banking, financial services, consulting, or other highly regulated industries
- Experience partnering closely with Engineering and Change Management teams throughout implementation
- Comfortable operating as both a hands-on designer and strategic design leader
- Strong systems thinker who can identify opportunities to improve experiences across an entire product ecosystem
What You Will Be Doing Daily Responsibilities
- Lead the design strategy for internal Investment Banking technology and business-critical systems
- Own the end-to-end design process from discovery and user research through journey mapping, prototyping, usability testing, and final development handoff
- Design intuitive experiences for complex workflows and data-heavy applications used by sophisticated financial professionals
- Serve as the design lead for a high-priority CRM platform and related product initiatives
- Manage and mentor a small team of UX researchers and designers, providing feedback, guidance, and professional development
- Partner closely with Product, Engineering, Data, and Change Management teams to align user needs with technical feasibility and business objectives
- Conduct user research and translate findings into actionable product and design recommendations
- Establish and maintain UX standards, documentation, and processes that improve consistency across the department
- Develop journey maps, wireframes, prototypes, and high-fidelity designs that communicate solutions clearly to both technical and business stakeholders
- Establish data and measurement practices that track feature adoption and provide insights to inform future product roadmaps
- Present design concepts and recommendations to senior executives and cross-functional leadership
- Continuously identify opportunities to improve platform adoption, operational efficiency, and the overall user experience for internal banking teams
The Offer You will receive the following benefits:
- Comprehensive Medical Insurance
- Dental Benefits
- Vision Benefits
- 401(k) and Retirement Benefits
- Professional Development Opportunities
- Opportunity to Work Directly with Senior Technology and Business Leadership
- Significant Ownership Over Business-Critical Internal Products
- Opportunity to Lead and Mentor a Small UX Team
- Ability to Shape the Future of Enterprise Technology Within a Leading Financial Services Organization
Applicants must be authorized to work in the U.S. on a full-time basis now and in the future.
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