Product Designer – Wealth Management

About Client:

Client is a multinational technology and consulting company known for its expertise in providing IT services and solutions. With a global presence, it offers a wide range of services including digital transformation, application development, infrastructure management, and business process outsourcing. The company has a strong focus on innovation, leveraging emerging technologies such as artificial intelligence, cloud computing, and data analytics to drive client success. Client is committed to delivering high-quality results and ensuring customer satisfaction through its team of skilled professionals and robust project management methodologies.

Rate Range: $50-$53/Hr

Job Description:

• We are seeking an experienced Product Designer with a strong background in Wealth Management and Financial Services to join our product team. The ideal candidate will be responsible for designing intuitive, user-centric digital experiences for wealth management platforms, advisor tools, investment applications, and client-facing financial products. • This role requires a deep understanding of wealth management workflows, investment products, financial planning, portfolio management, and client engagement platforms. The candidate should be skilled in UX research, interaction design, visual design, and collaboration with cross-functional teams including Product Managers, Engineers, Business Analysts, and Stakeholders.

Key Responsibilities:

• Design user-centric experiences for wealth management platforms, investment portals, and financial advisory applications. • Collaborate with product managers, engineers, and business stakeholders to define product requirements and translate them into engaging UI/UX solutions. • Conduct user research, usability testing, journey mapping, and wireframing to improve client and advisor experiences. • Create wireframes, prototypes, mockups, and high-fidelity UI designs using tools such as Figma, Sketch, or Adobe XD. • Develop and maintain design systems and UI standards across financial products. • Understand wealth management workflows including portfolio management, retirement planning, investment advisory, trading, and financial reporting. • Simplify complex financial data and workflows into intuitive user experiences. • Work closely with development teams to ensure accurate implementation of design solutions. • Analyze user feedback and product metrics to continuously improve usability and engagement. • Ensure designs comply with accessibility standards and financial industry best practices.

Required Qualifications:

• Bachelor’s degree in Design, Human-Computer Interaction, Computer Science, or related field. • 5+ years of experience in Product Design, UX/UI Design, or Interaction Design. • Strong experience in Wealth Management, Asset Management, Private Banking, or Financial Services domain. • Hands-on experience designing financial platforms, advisor workstations, investment applications, or portfolio management tools. • Proficiency with Figma, Sketch, Adobe XD, InVision, or similar design tools. • Strong understanding of UX principles, information architecture, visual design, and interaction design. • Experience creating wireframes, prototypes, user flows, and design systems. • Ability to present design concepts and rationale to stakeholders and leadership teams. • Excellent communication and collaboration skills.

Preferred Qualifications:

• Experience with wealth management platforms such as Aladdin, Charles River, Envestnet, Orion, Pershing, or similar systems. • Understanding of financial products including equities, fixed income, mutual funds, ETFs, retirement products, and portfolio analytics. • Experience designing responsive web and mobile applications. • Familiarity with Agile/Scrum development methodologies. • Knowledge of accessibility standards and data visualization best practices. • Experience working with AI-driven financial products or personalization features is a plus.

Technical Skills:

• UX Research & Usability Testing • Wireframing & Prototyping • Design Systems • Interaction Design • Visual Design • Information Architecture • Figma / Sketch / Adobe XD • HTML/CSS knowledge (preferred) • Data Visualization Techniques.

About ApTask:

ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaJMboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:

At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com

Applicant Consent:

By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.

About ApTask:

ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:

At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com.

Applicant Consent:

By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.