Position: Lead Digital Product Designer, Portfolio & Advisor Experience
Overview
Placement Type:
Temporary
Salary:
$65-75 Hourly
T4, hourly, with benefits
Start Date:
Jan 30, 2026
Why This Role Exists
We’re partnering with a large financial services client to help them build the next generation of digital tools that help financial advisors tell a clear, complete story about a client’s financial life. Their advisors rely on these tools every day to create reports, presentations, and proposals that guide real financial decisions. This role exists to shape that experience end-to-end—from early discovery through delivery—while elevating design quality across a complex, enterprise environment.
What You’ll Work On
You’ll lead experience design for a core advisor-facing product focused on portfolio management and reporting. The work sits at the intersection of financial complexity, systems thinking, and human-centered design.
On a day-to-day basis, you will:
Own the experience vision and interaction design for a complex advisor reporting and presentation toolTranslate ambiguous business and financial problems into clear, intuitive product experiencesLead discovery efforts, including workshops, journey mapping, and concept ideation with cross-functional partnersDesign low- to high-fidelity wireframes, flows, and prototypes using FigmaPartner closely with product managers, engineers, and researchers to validate and evolve designsPresent design strategy, rationale, and trade-offs to senior stakeholders and executivesApply and extend enterprise design systems to ensure consistency and scalabilityMentor other designers through critique, feedback, and hands-on guidanceHelp define success metrics and evaluate outcomes based on user and business impactThis is a hands-on role with strategic influence. You’ll be designing regularly while also shaping direction and decision-making.
Who This Role Is For
This role is a strong fit if you:
Enjoy tackling complex systems and making them feel simple and intuitiveAre comfortable leading through influence rather than authorityCan confidently explain why a design decision was made—not just what was designedThrive in collaborative, enterprise environments with real constraintsWant to remain an individual contributor while operating at a senior, leadership levelWhat We’re Looking For
Required Experience
7+ years of experience designing digital products across web and/or mobileStrong expertise in product and interaction design, from concept through deliveryAdvanced proficiency with Figma for design, prototyping, and collaborationExperience working with or contributing to a design systemProven ability to articulate design strategy, rationale, risks, and trade-offs to diverse audiencesExperience working in agile, cross-functional product teamsSolid understanding of accessibility and inclusive design practicesNice to Have
Experience designing within financial services or other regulated industriesExperience with Salesforce or large-scale SaaS platformsBackground in systems thinking or complex workflow designExposure to incorporating AI-driven features into digital productsBachelor’s or Master’s degree in UX, HCI, Design, or a related fieldWork Environment & Logistics
Hybrid role requiring 4 days per week onsiteCollaborative design team where designers are active partners in product strategyOpportunities to work on products used by millions of peopleWhy Join
Design is valued, visible, and supported at a leadership levelYou’ll work on meaningful products that directly impact people’s financial livesYou’ll be surrounded by experienced peers who care deeply about craft and outcomesThe environment supports growth, mentorship, and work-life balanceAbout Aquent Talent:
Aquent Talent connects the best talent in marketing, creative, and design with the world’s biggest brands.
Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. More information on our awesome benefits!
Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We’re about creating an inclusive environment—one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.
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