Senior UX Designer

The Senior UX Designer will be a key member of the Planning & Advice UX team within Client Wealth Management group. You’ll lead the design of digital experiences that help clients achieve their financial goals—whether it's building a retirement plan, saving for education, or managing distributions in retirement. You’ll collaborate with cross-functional teams to deliver intuitive and elegant solutions, utilizing data-driven insights and design thinking to improve the digital wealth planning journey across Client and E
* TRADE platforms.

Key Responsibilities

• Collaborate with UX Leads and product teams to define a clear product vision and maintain high-quality design standards.
• Create intuitive, elegant user experiences that support client goals through thoughtful interaction and interface design.
• Translate research insights into user flows, wireframes, prototypes, and detailed UI specifications.
• Leverage and contribute to a robust internal design system to ensure consistency and accessibility across all platforms.
• Design solutions that integrate seamlessly across the larger wealth management ecosystem.
• Present and defend design decisions to stakeholders across design, product, and development teams.
• Partner with researchers to interpret qualitative and quantitative data and apply findings to design strategies.
• Mentor junior designers and actively contribute to a collaborative and inclusive design culture.
• Take ownership of complex, ambiguous projects and work independently to drive them forward.

• Bachelor’s degree in Design, HCI, or a related field.
• 3–7 years of experience as a UX Designer contributing to successful product launches.
• A strong portfolio showcasing user-centered design processes and successful outcomes. (Applications without a portfolio link or password will not be considered.)
• Proficiency in Figma and familiarity with design systems.
• Experience designing within agile, cross-functional teams.
• Strong storytelling and stakeholder management skills.
• Excellent problem-solving skills and a willingness to challenge the status quo.
• Ability to handle multiple priorities and deliver high-quality work within tight timelines.
• Comfortable navigating ambiguity and working independently.

• Master’s degree in HCI or a related field.
• Prior experience in the financial services industry.
• Advanced prototyping skills in Figma (e.g., conditional logic, variables) or Axure.
• Familiarity with goals-based investing, robo-advisors, or retirement planning tools.

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