User Experience Designer- Financial Services

We are seeking a UX Designer to join our Institutional Consulting team, focusing on tools that empower Financial Advisors to assist institutional clients—such as pension funds, endowments, corporations, and government entities. The role involves iterative design work tailored to portfolio structuring, risk management, asset allocation, and achieving financial goals.

Key Responsibilities:

Collaborate with product managers to define vision, set UX quality standards, and continuously improve design outcomes

Design elegant, user-centered solutions that integrate into a large-scale Wealth Management ecosystem

Work closely with researchers to translate qualitative and quantitative data into clear and effective user interfaces

Choose appropriate design patterns and articulate rationale

Deliver and present design assets (sketches, wireframes, flows, and prototypes) confidently to stakeholders

Actively contribute to complex cross-functional teams including product, business, and engineering

Take ownership of design direction for undefined or ambiguous projects

Champion design thinking and user experience best practices across the organization

Required Experience & Skills:

5–7 years of UX design experience with a portfolio demonstrating user-centered design solutions that met business goals

Strong strategic, technical, and interpersonal UX skills

Bachelor's degree in design or related field (Master’s a plus)

Fluency in Figma

Experience mentoring or collaborating with designers of varying skill levels

Ability to handle multiple priorities and tight timelines

Experience navigating ambiguity and setting direction on complex projects

Proven track record of incorporating research, data, and testing into design iterations

Excellent communication and collaboration skills

Preferred Qualifications:

Prior experience designing for financial services or investment platforms

Passion for evangelizing UX and influencing large organizations through design thinking

***Pay Rate- $80-$83/hour

Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.