Senior Product Designer / Investment Banking

In this role, you'll serve as the design lead for a suite of business-critical internal products, including a high-priority CRM platform supporting advisory teams. Reporting to the Program Manager for Investment Banking IT, you'll own the design process from discovery and research through final implementation while also providing mentorship and guidance to a small team of researchers and designers. This is a true player-coach opportunity where you'll remain deeply hands-on in the craft while helping establish the design standards and practices for the broader organization.

This is an excellent opportunity for a senior product designer who enjoys solving complex enterprise problems and working closely with sophisticated users and senior stakeholders. You'll have significant visibility across Technology, Data, Product, and business leadership while designing tools that directly impact how teams operate. If you're comfortable navigating ambiguity, passionate about user-centered design, and excited by the challenge of simplifying complex financial workflows, this role offers meaningful ownership and long-term growth within a highly respected organization.
Required Skills & Experience
5+ years of professional Product Design or UX Design experience
Strong portfolio demonstrating enterprise-grade products, particularly complex data environments, internal systems, or business-critical applications
Financial services experience strongly preferred
Deep experience with UX Research and data-driven product design, including establishing practices to measure adoption and inform product decisions
Advanced proficiency with modern design and collaboration tools such as Figma and Miro
Strong understanding of user-centered design, journey mapping, interaction design, prototyping, usability testing, and design systems
Experience owning the end-to-end design lifecycle from initial discovery through development handoff and implementation
Excellent stakeholder management skills with the ability to confidently present and defend design decisions to senior executives and cross-functional partners
Strong communication and collaboration skills with the ability to work effectively across Technology, Data, Product, and business teams
Ability to work during core U.S. East Coast business hours and legal authorization to work in the U.S.
Desired Skills & Experience
Experience designing internal tools or workflow-heavy enterprise applications
Previous experience working with CRM platforms, Salesforce, or other complex business systems
Experience managing, mentoring, or providing design direction to other designers and UX researchers
Strong understanding of data visualization and designing experiences for data-intensive environments
Experience establishing UX standards, documentation, and scalable design processes
Background working in investment banking, financial services, consulting, or other highly regulated industries
Experience partnering closely with Engineering and Change Management teams throughout implementation
Comfortable operating as both a hands-on designer and strategic design leader
Strong systems thinker who can identify opportunities to improve experiences across an entire product ecosystem