Wealth Advisor Design Jobs

1 job found

7d ago

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

JPMorganChase New York, NY

New York, NY

7d ago

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

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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

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