User Experience Designer- Financial Services Job at Russell Tobin, New York, NY

SWZnQzBQcFFDODNsRzNxR3hMZEtiNnA3SVE9PQ==
  • Russell Tobin
  • New York, NY

Job Description

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.

Job Tags

Similar Jobs

Multi-Billion Dollar Private Equity Firm

Office Personal Assistant Job at Multi-Billion Dollar Private Equity Firm

 ...A prestigious private equity firm located in the Presidio area is looking for a Personal/Office Assistant. The ideal candidate will be open to office support responsibilities while also being the personal support and in-office support for the firms co-founders. The ideal... 

HPG

Immediate Opportunity: Oracle Cerner Project Managers: Hiring Project Managers (Active PMP Certification preferred) with experience leading Oracle Cerner® implementations Job at HPG

 ...*Required to have Five (5) years of experience in Healthcare Information Systems and at least, Three (3) years of Project Management expertise leading Oracle Cerner Electronic...  ...customers to achieve their goals by improving patient care, patient safety, and clinical and... 

Leeds Professional Resources

Real Estate Development Associate Job at Leeds Professional Resources

 ...Our client is seeking a Real Estate Development Associate to join their team! Responsibilities: Participate in acquisition due diligence activities. Facilitate due diligence processes, encompassing contract review, budget preparation, and coordination with consultants... 

Odoo

Technical Content Writer Job at Odoo

 ...Technical Content Writer Location: This is a hybrid (3 days onsite, 2 days remote) role in Brisbane, CA Position Type: W-2 employee, fixed-term (5 months), full-time contract with potential for conversion based on business needs To get the best candidate experience... 

Mather

Housekeeper Job at Mather

 ...employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. The above description is a general description of the position requirements and is not intended to be all-inclusive...