Asset & Wealth Management, Product Designer Analyst

Asset & Wealth Management, Product Designer Analyst - New York

New York, New York, United States

Product Design Analyst

Job Description:

Wealth Management

The Wealth Management Design team is responsible for delivering tools and products empowering clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.

We are looking for designers who can dive into complex problems to deliver intuitive and impactful products, while focusing on cultivating a culture of collaboration, exploration, and growth.

The Product Design Analyst will join the Client Digital / Private Bank team, which is responsible for the digital experiences of our Wealthclients. This includes the design and evolution of and our PWM Mobile App (iOS and Android), as well as the development of sophisticated private banking lending and deposits tools for our internal teams.

The Analyst will support the end‑to‑end design process across these high‑impact digital channels. This role is focused on the execution of user‑centered design solutions, from initial wire framing to high‑fidelity prototyping. You will work closely with senior designers to translate complex financial problems into intuitive digital experiences, ensuring all deliverables meet our high standards for innovation, security, and technical accuracy.

• Design Execution: Support the creation of user flows, wireframes, and high‑fidelity interfaces for digital products, ensuring alignment with established design systems.
• Prototyping: Build clear, interactive prototypes to communicate design intent and facilitate usability testing or stakeholder reviews.
• Data‑Driven Iteration: Assist in analyzing user data and research insights to suggest design improvements and inform tactical design decisions.
• Cross‑Functional
  
  Collaboration:
  
  Partner with product managers and engineers to understand technical constraints and ensure the successful implementation of design specifications.
• Design System Maintenance: Contribute to the evolution of our design system by documenting components and ensuring consistency across all digital touchpoints.
• Research Support: Assist senior designers in conducting user research, competitive benchmarking, and usability testing to identify friction points in the user journey.
• Detail Orientation: Distill specific project requirements into elegant, simple designs with a rigorous eye for typography, layout, and accessibility.

• Experience and
  
  Education:
  
  Bachelor’s degree in Design, HCI, Computer Science, or a related field with relevant coursework (or graduating by June 2026) with 0–3 years of industry experience in digital product design or UX/UI
• Portfolio Requirement: A portfolio showcasing 1–2 projects (academic, personal, or professional) that demonstrate your end‑to‑end design process, including research, ideation, and final execution.
• Technical Proficiency: Strong foundational skills in Figma and an understanding of how to work within and contribute to design systems.
• Design Fundamentals: Knowledge of human‑centered design principles, including information architecture, wire framing, and responsive design.
• Problem Solving: Ability to take a defined problem and explore multiple creative solutions while acknowledging business and technical constraints.
• Communication: Excellent verbal and written skills to explain design rationale to immediate team members and stakeholders.

• Experience or interest in Fin Tech or consumer banking.
• Familiarity with agile development environments and working alongside engineering teams.
• Basic understanding of accessibility standards (WCAG) and inclusive design practices.

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