Lead UX Product Designer, Sales Technology Financial Advisor Services (FAS) Sales

About the Role

Lead the design of complex, mission-critical platforms used daily by *** sales professionals, translating deep customer insight into elegant, intuitive solutions.

As a trusted design lead, you'll influence product direction, elevate experience quality, and set a high bar for UX excellence across the FAS Sales ecosystem. A growing focus of this role is shaping AI-forward experiences, including ecosystems of AI agents that assist, augment, and accelerate our users work. This role sits at the intersection of sales strategy, product innovation, and human-centered design, owning the experiences that power our Financial Advisor Services sales teams and drive meaningful business outcomes.

Core Responsibilities

• Own the user experience for one or more sales technology product areas, from discovery through delivery, ensuring solutions meet both user and business goals.
• Proactively lead UX strategy and design execution for complex sales workflows, including AI-enabled and agent-driven experiences, spanning research, conceptualization, interaction design, information architecture, visual design, and usability testing.
• Partner closely with Product Managers, Engineers, and Sales leaders to shape product vision, roadmaps, and prioritization.
• Translate sales needs, business objectives, and user insights into intuitive, elegant, and scalable design solutions, balancing human judgement with AI assistance.
• Lead design thinking workshops, journey mapping, and ideation sessions with sales teams, clients, and cross-functional partners.
• Use qualitative and quantitative data to inform design decisions.
• Validate solutions through usability testing, pilots, and ongoing feedback loops.
• Produce high-quality design artifacts (flows, wireframes, prototypes, specs) that clearly communicate intent and are ready for development.
• Serve as a design thought leader within the FAS user experience community, modeling best practices and contributing to design standards and patterns.
• Mentor and provide informal guidance to UX Designers and Strategists, helping elevate craft, product thinking, and collaboration.

What It Takes (Required Qualifications)

• Deep expertise across core UX disciplines, including interaction design, information architecture, visual design, prototyping, content collaboration, and UX measurement.
• Proven experience designing complex B2B or enterprise products, ideally supporting sales, advisory, or relationship-management workflows.
• Experience leveraging generative AI or emerging tools to drive innovation within the design process.
• Excellent communication and storytelling skills, with the ability to influence decisions at multiple levels of the organization.
• Strong product thinking skills.
• Able to connect user needs, business outcomes, and technical constraints.
• Demonstrated ability to independently lead UX efforts for large, ambiguous problem spaces.
• Experience partnering with product management and engineering teams in Agile or Lean environments.
• Proven ability to incorporate qualitative and quantitative research into design decisions.
• High level of craftsmanship and attention to detail in design execution.

Ideal Qualifications

• Experience designing tools used by sales professionals, advisors, or client-facing teams (e.g., CRM platforms, planning tools, sales enablement applications).
• Familiarity with financial services, investment products, or regulated environments.
• Comfort operating in fast-paced, evolving product environments with shifting priorities.
• Exposure to design systems and contributing to shared patterns and components at scale.
• Bachelor s or Master s degree in UX Design, HCI, Psychology, or a related field (or equivalent professional experience).

Reporting Structure

This role sits within the Financial Advisor Services (FAS) Digital & Analytics UX organization and works closely with product, engineering, and sales partners across FAS.

Work Arrangement

Hybrid schedule:

• On-site Tuesdays, Wednesdays, and Thursdays
• Remote Mondays and Fridays