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-creation sessions, and journey alignment discussions with senior stakeholders

Experience shaping experience-led metrics or success measures in partnership with Product and Data

Prior design leadership or mentoring experience

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