User Experience Designer

Malvern, US
Hybrid
Posted 1 month ago

About this role

User Experience Designer

About the Role

We're seeking a User Experience Designer, Specialist to design intuitive digital applications that support Financial Advisors in delivering financial planning and coaching experiences for their clients.

In this role, you'll partner closely with UX Strategists, Product Managers, Engineers, and business stakeholders to transform customer insights and business goals into seamless digital experiences. You'll focus on designing advisor-facing software applications, helping simplify sophisticated financial workflows while improving usability and advisor efficiency.

Key Responsibilities

  • Design end-to-end experiences for advisor-facing applications and digital products.
  • Translate UX strategy, business requirements, and user needs into intuitive workflows and user interfaces.
  • Create wireframes, user flows, prototypes, and high-fidelity designs using Figma.
  • Partner with UX Strategists to bring customer-centered experience strategies to life.
  • Collaborate with Product, Engineering, Analytics, and business teams throughout the product lifecycle.
  • Leverage user research, customer feedback, and analytics to drive design decisions.
  • Present design recommendations and concepts to stakeholders and leadership.
  • Contribute to design standards, best practices, and continuous improvement initiatives.
  • Mentor junior designers and participate in design reviews.

Required Qualifications

  • 5+ years of UX, Product Design, or UI/UX experience.
  • Experience designing software applications or digital products.
  • Proficiency with Figma and design systems.
  • Strong understanding of user-centered design, interaction design, and information architecture.
  • Experience partnering with cross-functional teams including Product and Engineering.
  • Strong communication, presentation, and stakeholder management skills.
  • Bachelor's degree or equivalent combination of education and experience.

Preferred Qualifications

  • Experience designing B2B or B2B2C software products.
  • Experience supporting financial services, fintech, wealth management, or advisor technology platforms.
  • Experience designing applications that support complex workflows and power users.
  • Experience partnering with UX Strategists and Researchers.
  • Curiosity and interest in AI-driven design tools, agents, and emerging technologies.
  • Experience incorporating AI capabilities into product experiences or design workflows.
  • Experience using customer insights, analytics, and usability testing to inform design decisions.

Special Factors

Sponsorship

[REDACTED] is not offering visa sponsorship for this position.

About [REDACTED]

At [REDACTED], we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

[REDACTED] has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Benefits & Perks

Hybrid work

Recommended Skills for this Position

User-Centered Design
Interaction Design
Information Architecture
UX Strategy
Cross-Functional Collaboration
Design Systems
Wireframing
Prototyping
User Research
Data-Driven Design
Usability Testing
Stakeholder Communication and Influence
Presentation Skills
AI UX Design
AI-Assisted Design Workflow
Human-AI Interaction Design
Design Communication
Iterative Design

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