Job Description

Client Name: SANS
End Client Name: Morgan Stanley

Job Title: Sr. UX Designer
Location: New York City, NY OR Boston, MA OR Alpharetta, GA(Locals only)
Work Type: Hybrid (3 days onsite, 2 days remote)
Job Type: Contract
Rate: $60-70/hr on W2

LinkedIn needed

Notes:

• Applicants must provide a portfolio of work.
• Candidates must confirm they have not been previously contacted by other agencies for this role.
• Candidates must be local to New York City, Boston, or Alpharetta.
• At the top of the resume, specify which location they are being submitted for.
• Interview process: 1 2 video interviews + mandatory in-person interview.
• Acceptable Visa Status: US Citizens, Green Card, H4-EAD.

Applicants must be able to show portfolio of work. Candidates much choose to work either in New York City, Boston, MA or Alpharetta, GA. When you talk to applicants, make sure no other agencies already talked to them about this job. The workflow and screens being created are for the FINANCIAL ADVISORS that will work with wealth management clients to advise them what financial products to buy and sell, how to handle their taxes and retirement, what real estate to invest in, etc.

Overview: We are seeking a seasoned User Experience Designer with a strong portfolio in designing complex digital tools and platforms.
Experience and a portfolio to share of complex user experience design challenges, such as those in wealth or investment management or other financial services, B2B, B2B2C, or any other complex client portals that include data intensive sales tools, account opening, transactions, and performance reporting .
The ideal candidate will excel in translating data into intuitive, client-centric dashboards and data visualizations, collaborating with subject matter experts in wealth and investment management, and effectively communicating design concepts to stakeholders.


Core Requirements:
Proven experience and portfolio in designing complex client-facing digital tools, especially in wealth and/or investment management.
Expertise in creating dashboards and data visualizations.
Experience in multi-disciplinary teams within financial sectors.
Strong presentation and communication skills.
Experience gathering design requirements and presenting design concepts to senior stakeholders.
Experience coaching and managing junior UX designers


Portfolio Requirements:
Organized, comprehensive UX/UI portfolio.

End-to-end UX/UI work showcasing problem statements, client journeys, information architecture, and high-fidelity UI.
Examples of dashboards, data visualizations, and complex forms .

Demonstrated stakeholder management and testing approaches.

Minimum of three financial tools/platforms.


UX/UI Skills:
Apply robust design principles for optimal user experiences.

Develop design systems and UI components.

Create responsive UI designs with attention to detail.
Use research and data to map user journeys and ideate features.
Iterate designs based on feedback and testing.
Apply accessibility guidelines and adhere to brand standards.

Collaborate with developers for effective UI coding.
Manage time effectively to meet deadlines.


Software Requirements:

Extensive experience with Figma, including variables and component libraries.
Desirable: Axure prototyping, Adobe Suite, Teams, Excel, PowerPoint, JIRA, Lucid.


Qualifications:
Bachelor's degree required.

Minimum 6-8 years in UX/UI design, with 2 years in fintech preferred.


Preferred Skills:

Knowledge of HTML, CSS, and front-end practices.

Experience in UX research and usability testing.

Familiarity with Agile or SAFe Agile environments.


If you are passionate about crafting exceptional digital experiences in the financial sector, we encourage you to apply and showcase your expertise through your portfolio.

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