Experience Design Vice President

Shape the future of investment funding experiences across Wealth Management by designing cohesive, end-to-end journeys that connect products, platforms, and teams.

As an Experience Design Vice President focused on Investment Funding, you will play a critical role in defining and delivering journey-led experiences that span digital, advisor, and operational touchpoints.

You will bring a strong service-design and systems-thinking mindset to complex problem spaces, partnering across Product, Engineering, Operations, Risk, Compliance, and Legal to stitch together seamless, customer-centric experiences.

Job responsibilities


* Lead the definition of end-to-end investment funding journeys, spanning direct and indirect customer experiences across channels, products, and platforms


* Develop and execute journey-led design and research strategies that align business objectives, regulatory constraints, and user needs across multiple product areas


* Create and socialize future-state service propositions, experience maps, service blueprints, and journey narratives to guide cross-team decision-making


* Partner closely with Product, Design, Engineering, Operations, Customer Support, Risk & Compliance, Legal, and Data to shape cohesive service experiences across the ecosystem


* Work with UX Research and Data to plan, conduct, and synthesize research that informs and validates journey and service design outcomes


* Identify fragmentation, pain points, and opportunities across the investment funding lifecycle, and translate insights into actionable design recommendations


* Communicate complex service and systems thinking clearly through storyboards, blueprints, prototypes, and executive-ready narratives


* Mentor and guide designers and partners, fostering a culture of journey-led, customer-centric thinking

Required Qualifications, Capabilities, and Skills


* 5+ years of experience in Experience Design, Product Design, or Service Design, with a strong focus on end-to-end customer journeys


* Proven experience creating journey maps, service blueprints, storyboards, and future-state experience concepts for complex systems


* Demonstrated ability to connect work across multiple teams, platforms, and constraints to deliver cohesive experiences


* Experience conducting and applying user research to inform service and journey design decisions


* Strong systems-thinking mindset, with the ability to understand and design for interconnected products, processes, and stakeholders


* Solid understanding of inclusive design and accessibility standards, and how to apply them at a journey and service level


* Strong communication and storytelling skills, with experience influencing senior, cross-functional stakeholders

Preferred Qualifications, Capabilities, and Skills


* Experience working within financial services, wealth management, or regulated environments


* Comfort facilitating workshops, co-c...