Web/UX Designer | Level 4

Job Description

Job Ttitle: Web/UX Designer | Level 4

Company: Tailored Management


Description: BR ***–This role will be hybrid and the preference is Alpharetta or Chicago candidates. Please submit NY as a last resort. You may use 1 submittal for each location–**There will be 2-3 rounds of interviews**Overview
The *** Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily. We design for two key user bases: our clients, and *** Financial Advisors, whose job it is to guide clients through financial milestones big and small. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and a user-centered approach to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you!Replace with details specific to the opening
[We are looking for a UX Designer to help us enhance our wealth management client experience. This will enable us to scale our engagement with clients and create multi-channel growth opportunities, positioning us to become a leading provider for a new market. As a UX designer for this product, you will help design this new offering from the ground up.]Once here you will…

• Working closely with the UX lead, help execute the product vision by being involved in every step of the end-to-end product design process
• Understand the underlying needs and motivation of our clients to ensure we achieve business goals and provide value to our clients
• Craft intuitive and elegant experiences that empower our clients to make confident financial decisions
• Work closely with our research team to synthesize qualitative and quantitative data and make value-driven design decisions that translate into clear, simple UIs
• Create and present a variety of design deliverables (sketches, wireframes, user flows and prototypes) in a way that engenders confidence in you and your solutions with the team and the greater organization
• Form holistic solutions that integrate seamlessly into our wealth management product ecosystem
• Design and deliver responsive/adaptive solutions that are optimized for web and mobile interfaces and partner with engineers to translate designs into successful products
• Work closely with the larger Wealth Management UX team to share design best practices, align on patterns, and promote a design-centric culture at the firm
• Advocate for all user abilities by thoroughly testing design deliverables to meet WCAG ADA compliance

Relevant experience and mindset…

• You’ve spent 2 years as a UX designer who was a key contributor to the success of products that have launched
• You have an outstanding portfolio that demonstrates how you have created experiences that solved business and user needs
• You have a bachelor’s degree in design or related field preferably, master’s degree a plus
• You have excellent skills in Figma and Adobe CC
• You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite with to mature design thinking within a large organization
• You practice active listening and contribute in group situations (i.e. brainstorms, audits, critiques, whiteboard sessions, etc.)
• You get excited by complex projects with high levels of ambiguity and are resilient in the face of obstacles
• You have a relentless desire to validate assumptions and uncover a problem’s root cause by testing, learning, and iterating
• You have a knack for balancing user goals, technology needs and business objectives and can clearly explain the rationale for your designs and how they achieve both
• You constantly seek opportunities to evangelize and promote design thinking in a large organization
• Work experience in Banking or Lending products is a plus

Why work at ***?
Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That’s why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You’ll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other’s strengths.SS POC: George Ritorto

Salary:

Location: Alpharetta, GA

Date: Sun, 29 Jun 2025 05:47:04 GMT


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