Product Designer Wealth Management
Job in
Manhattan, Richmond County, New York, USA
Listed on 2026-06-03
Listing for:
ApTask
Full Time
position Listed on 2026-06-03
Job specializations:
-
IT/Tech
Digital Media / Production, UI/UX Design, Product Designer
Job Description & How to Apply Below
About Client:
Client is a multinational technology and consulting company known for its expertise in providing IT services and solutions. With a global presence, it offers a wide range of services including digital transformation, application development, infrastructure management, and business process outsourcing. The company has a strong focus on innovation, leveraging emerging technologies such as artificial intelligence, cloud computing, and data analytics to drive client success.
Client is committed to delivering high-quality results and ensuring customer satisfaction through its team of skilled professionals and robust project management methodologies.
Rate Range: $50-$53/Hr
Job Description:
- We are seeking an experienced Product Designer with a strong background in Wealth Management and Financial Services to join our product team. The ideal candidate will be responsible for designing intuitive, user-centric digital experiences for wealth management platforms, advisor tools, investment applications, and client-facing financial products.
- This role requires a deep understanding of wealth management workflows, investment products, financial planning, portfolio management, and client engagement platforms. The candidate should be skilled in UX research, interaction design, visual design, and collaboration with cross-functional teams including Product Managers, Engineers, Business Analysts, and Stakeholders.
- Design user-centric experiences for wealth management platforms, investment portals, and financial advisory applications.
- Collaborate with product managers, engineers, and business stakeholders to define product requirements and translate them into engaging UI/UX solutions.
- Conduct user research, usability testing, journey mapping, and wire framing to improve client and advisor experiences.
- Create wireframes, prototypes, mockups, and high-fidelity UI designs using tools such as Figma, Sketch, or Adobe XD.
- Develop and maintain design systems and UI standards across financial products.
- Understand wealth management workflows including portfolio management, retirement planning, investment advisory, trading, and financial reporting.
- Simplify complex financial data and workflows into intuitive user experiences.
- Work closely with development teams to ensure accurate implementation of design solutions.
- Analyze user feedback and product metrics to continuously improve usability and engagement.
- Ensure designs comply with accessibility standards and financial industry best practices.
- Bachelor s degree in Design, Human-Computer Interaction, Computer Science, or related field.
- 5+ years of experience in Product Design, UX/UI Design, or Interaction Design.
- Strong experience in Wealth Management, Asset Management, Private Banking, or Financial Services domain.
- Hands-on experience designing financial platforms, advisor workstations, investment applications, or portfolio management tools.
- Proficiency with Figma, Sketch, Adobe XD, InVision, or similar design tools.
- Strong understanding of UX principles, information architecture, visual design, and interaction design.
- Experience creating wireframes, prototypes, user flows, and design systems.
- Ability to present design concepts and rationale to stakeholders and leadership teams.
- Excellent communication and collaboration skills.
- Experience with wealth management platforms such as Aladdin, Charles River, Envestnet, Orion, Pershing, or similar systems.
- Understanding of financial products including equities, fixed income, mutual funds, ETFs, retirement products, and portfolio analytics.
- Experience designing responsive web and mobile applications.
- Familiarity with Agile/Scrum development methodologies.
- Knowledge of accessibility standards and data visualization best practices.
- Experience working with AI-driven financial products or personalization features is a plus.
- UX Research & Usability Testing
- Wire framing & Prototyping
- Design Systems
- Interaction Design
- Visual Design
- Information Architecture
- Figma / Sketch / Adobe XD
- HTML/CSS knowledge (preferred)
- Data Visualization Techniques.
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, colla
JMboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend…
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×