Advisor Experience

Advisor Experience Design Jobs

3 jobs found

6d ago

Product Designer, Advisor Experience - Private Bank Digital, Senior Associate

JPMorganChase New York, NY

New York, NY

6d ago

$114k - $165k/yr Full time Advisor Experience Collaboration Design

Apply Now

Job Description

JPMorgan Chase's Private Bank Digital team is seeking an experienced Product Designer to shape advisor-facing experiences. This on-site role in New York, NY focuses on turning complex financial workflows into intuitive, scalable interfaces for advisors, collaborating with cross-functional partners to deliver user-centered solutions. The position offers a salary range of $114,000 to $165,000 per year.

Responsibilities

Execute UX/UI design work for digital products within Private Bank, translating intricate financial challenges into simple, elegant, user-centered solutions.
Deliver high-quality design assets, prototypes, and specifications, maintaining craft and attention to detail across projects.
Design with existing design systems and contribute to the redesign and uplift of the design system to ensure consistency, scalability, and innovation across digital products.
Collaborate with multiple product managers and cross-functional teams to implement design solutions that align with business goals and deliver cohesive, high-impact experiences.
Present and articulate design decisions to senior stakeholders and leadership.
Advocate for user-centered design, accessibility, and inclusive practices to ensure every product delivers value.
Apply the latest AI, emerging technologies, and industry trends to keep products at the cutting edge of digital finance.

Requirements

Portfolio link required in resume (passwords if protected).
Bachelor's degree in design or equivalent practical experience.
7+ years of experience in experience or product design, with a proven track record of delivering user-friendly solutions and scaling digital products.
Experience designing for a consumer or financial services setting or another regulated, data-dense industry.
Experience designing for complex authenticated digital environments, such as secure client portals, dashboards, or login-protected spaces. CRM experience preferred but not required.
Exceptional communication skills, with the ability to influence and inspire.
Strong skills in stakeholder management and cross-functional collaboration, with experience partnering with multiple product managers and teams and engaging with product leadership at the highest level.
Expertise in Figma and hands-on usability testing.

Technologies

Figma

Benefits

Base salary determined by the role, experience, skill set and location.
Commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity.
Comprehensive health care coverage.
On-site health and wellness centers.
Retirement savings plan.
Backup childcare.
Tuition reimbursement.
Mental health support.
Financial coaching.

View full job page →

6d ago

Senior Product Designer, Advisor Experience, Wealth Planning - Private Bank Digital, Vice President

JPMorganChase New York, NY

New York, NY

6d ago

$143k - $205k/yr Full time Advisor Experience Ai Design Tools Collaboration

Apply Now

Job Description

This onsite role based in New York, NY sits within JPMorgan Chase’s Private Bank Digital team, focusing on advisor-facing wealth planning and investment experiences. The Senior Product Designer will shape product direction and collaborate with senior stakeholders to deliver clear, compliant, and value-driven design outcomes.

Responsibilities

Create UX and UI designs for advisor-facing investment experiences, translating complex investment concepts and workflows into intuitive, compliant interfaces.
Own the design of key investment journeys within wealth planning, ensuring clarity and impact at critical decision points.
Leverage existing design systems while contributing to the development of new and evolving systems to maintain consistency, scalability, and innovation across digital products.
Collaborate with multiple product managers and cross-functional teams to implement design solutions aligned with business goals and delivering cohesive experiences.
Present design decisions to senior stakeholders and leadership with clear rationale and evidence.
Champion user-centered design, accessibility, and inclusive practices to maximize product value for diverse users.
Apply AI, emerging technologies, and industry trends to design practices, keeping digital finance products at the forefront.

Requirements

Portfolio link required in your resume; please include passwords if the portfolio is protected.
Bachelor’s degree in design or equivalent practical experience.
7+ years in product or experience design, with a proven track record of shipping and scaling digital products.
Experience designing in regulated, data-rich environments; ability to translate complexity into clarity without compromising rigor.
Strong experience designing secure, authenticated digital products, ideally investment products or advisor investing workflows in wealth management.
Excellent communication and storytelling skills; ability to influence and align with senior partners.
Strong stakeholder management and cross-functional collaboration, with experience partnering with multiple product managers and engaging with product leadership at the highest level.
Expertise in Figma and hands-on usability testing.
Experience leveraging AI tooling to accelerate craft, rapid prototyping, and collaboration with product and technology partners.

Technologies

Figma
AI tooling

Compensation

Base salary range: USD 142,500 - 205,000 per year.

Benefits

Base salary
Commission-based pay
Discretionary incentive compensation
Cash and/or forfeitable equity
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

View full job page →

1mo ago

Digital Experience (UI/UX) Lead

TYLin Chicago, IL

Chicago, IL

1mo ago Closed

Full time Adobe Xd Advisor Experience Branding

This position is no longer accepting applications (closed Jul 1, 2026).

Job Description

TYLin seeks a Digital Experience (UI/UX) Lead in Chicago, IL (onsite) to act as the Experience Architect across Global Infrastructure brands, translating brand strategy into intuitive, conversion-focused digital experiences.

Responsibilities

Digital Brand Stewardship: serve as the primary digital translator for Brand and Creative Studio teams, translating brand narratives into high-performing digital interfaces while respecting core brand visual rules.
Conversion-First Design Standards: define and promote digital design standards tailored for conversion, maintaining visual sophistication across web, email, social, and digital ads.
Strategic Advisory: advise Demand Generation and Digital Infrastructure on turning complex business objectives into user-centered, responsive digital blueprints.
Global Experience Design System: architect and maintain a comprehensive Digital Experience Design System with UI kits, master templates, and components to ensure consistency and governance across channels.
Technical Integrity: ensure all designs are fully responsive, WCAG-accessible, and optimized for performance.
Infrastructure Alignment: collaborate with the Digital Infrastructure lead to validate design feasibility within the CMS before production handoff.
Experience Mapping: design high-fidelity user journeys and wireframes for global websites, email systems, and multi-channel campaigns.
Conversion Optimization: partner with the Demand Generation Lead to shape visual journeys that realize lead-gen logic and campaign performance goals.
Template Governance: build and maintain a library of Master Templates (Canva, Email, Web) to enable content teams to produce assets within approved UX guardrails.
Functional Integration: act as the Experience Bridge between Demand Generation and Digital Infrastructure, delivering blueprints and mockups for technical vetting prior to Digital Delivery execution.
Creative Synergy: collaborate with Brand and Creative Studio leads to preserve global aesthetics while optimizing for digital marketing platforms' functional needs.
Behavioral Analytics: leverage UX analytics, heatmaps, and behavioral data to refine visual strategies and demonstrate ROI of improved experiences.
Iterative Optimization: continuously refine digital components based on user feedback and performance data to maximize engagement across the global ecosystem.

Requirements

Experience: 8+ years in UI/UX design, digital art direction, and experience governance, ideally within a B2B or professional services environment.
Technical Skills: expert proficiency in Figma, Adobe XD, or similar high-fidelity prototyping tools; strong understanding of responsive design and mobile-first principles.
Portfolio: a robust collection demonstrating focus on user psychology, advanced visual logic, and scalable design systems.
Mindset: highly collaborative, standards-driven specialist capable of guiding functional design through influence.

Technologies

Figma
Adobe XD
HTML
CSS
Canva
Maglr
Ceros
Foleon

Benefits

Medical insurance
Disability insurance
Life insurance
Continuing education benefits
Paid time off
Employee assistance program
Retirement savings plan with company matching contributions

What Success Looks Like

A unified, high-performing Global Experience Design System that standardizes digital patterns across web, social, email, and digital advertising.
Seamless, intuitive digital journeys that drive higher engagement and measurable conversion rates.
A clear, efficient handoff process where blueprints are technically validated by Infrastructure and seamlessly produced by a Digital Delivery team.

View full job page →

Advisor Experience Design Jobs

Product Designer, Advisor Experience - Private Bank Digital, Senior Associate

Senior Product Designer, Advisor Experience, Wealth Planning - Private Bank Digital, Vice President

Digital Experience (UI/UX) Lead

Get Advisor Experience Design Jobs alerts