Lead Digital Product Designer, Portfolio & Advisor Experience

Overview

Why This Role Exists

We’re partnering with a large financial services client to help them build the next generation of digital tools that help financial advisors tell a clear, complete story about a client’s financial life. Their advisors rely on these tools every day to create reports, presentations, and proposals that guide real financial decisions. This role exists to shape that experience end-to-end—from early discovery through delivery—while elevating design quality across a complex, enterprise environment.

What You’ll Work On

You’ll lead experience design for a core advisor-facing product focused on portfolio management and reporting. The work sits at the intersection of financial complexity, systems thinking, and human-centered design.

On a day-to-day basis, you will:

• Own the experience vision and interaction design for a complex advisor reporting and presentation tool
• Translate ambiguous business and financial problems into clear, intuitive product experiences
• Lead discovery efforts, including workshops, journey mapping, and concept ideation with cross-functional partners
• Design low- to high-fidelity wireframes, flows, and prototypes using Figma
• Partner closely with product managers, engineers, and researchers to validate and evolve designs
• Present design strategy, rationale, and trade-offs to senior stakeholders and executives
• Apply and extend enterprise design systems to ensure consistency and scalability
• Mentor other designers through critique, feedback, and hands-on guidance
• Help define success metrics and evaluate outcomes based on user and business impact

This is a hands-on role with strategic influence. You’ll be designing regularly while also shaping direction and decision-making.

Who This Role Is For

This role is a strong fit if you:

• Enjoy tackling complex systems and making them feel simple and intuitive
• Are comfortable leading through influence rather than authority
• Can confidently explain why a design decision was made—not just what was designed
• Thrive in collaborative, enterprise environments with real constraints
• Want to remain an individual contributor while operating at a senior, leadership level

What We’re Looking For

Required Experience

• 7+ years of experience designing digital products across web and/or mobile
• Strong expertise in product and interaction design, from concept through delivery
• Advanced proficiency with Figma for design, prototyping, and collaboration
• Experience working with or contributing to a design system
• Proven ability to articulate design strategy, rationale, risks, and trade-offs to diverse audiences
• Experience working in agile, cross-functional product teams
• Solid understanding of accessibility and inclusive design practices

Nice to Have

• Experience designing within financial services or other regulated industries
• Experience with Salesforce or large-scale SaaS platforms
• Background in systems thinking or complex workflow design
• Exposure to incorporating AI-driven features into digital products
• Bachelor’s or Master’s degree in UX, HCI, Design, or a related field

Work Environment & Logistics

• Hybrid role requiring 4 days per week onsite
• Collaborative design team where designers are active partners in product strategy
• Opportunities to work on products used by millions of people

Why Join

• Design is valued, visible, and supported at a leadership level
• You’ll work on meaningful products that directly impact people’s financial lives
• You’ll be surrounded by experienced peers who care deeply about craft and outcomes
• The environment supports growth, mentorship, and work-life balance

About Aquent Talent:
Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands.
Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. More information on our awesome benefits!
Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We’re about creating an inclusive environment—one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.

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