Contractor - Sr. UX Product Designer

Senior UX Product Designer (Contractor) Sales Technology for Financial Advisor Services
Location: Malvern, PA or Fully remote
Job Description Summary
Design modern, mission critica[wbr]l platforms used daily by *** sales professionals, translating deep customer insight into elegant, intuitive solutions.
Join a growing user experience team focused on equipping internal sales [wbr]employees with smart, integrated, and intuitive digital tools. You will apply UX strategy, research, and rapid AI-enabled [wbr]prototyping to the design of complex, mobile-first [wbr]applications. A growing focus of this role will be 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
Apply advanced problem-solving skills, user research, conceptualization, interaction design, rapid prototyping, and a precise eye for detail to execute intuitive and engaging experiences.
Translate sales needs, business objectives, and user insights into intuitive, elegant, and scalable design solutions, balancing human judgement with AI assistance.
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.
Support planning, facilitation, and synthesis from design thinking workshops, journey mapping, and ideation sessions with sales teams and cross functional partners.
Partner with IT product teams throughout development to support execution. Test or oversee testing of coded UI to ensure adherence to defined design and behaviors.
Present and sell design solutions to senior management, project teams, partners, and stakeholders. Demonstrate the ability to champion the best possible user experience.
Participate in special projects and perform other duties as assigned.
What It Takes (Required Qualifications)
Minimum of five years of UX industry experience.
Bachelor s degree in UX Design, HCI, or a related field (or equivalent professional experience in a creative or technical field).
Deep expertise across core UX disciplines, including interaction design, visual design, prototyping, information architecture, and design thinking.
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.
Proven experience solving complex communication problems and designing world-class experiences for large-scale programs.
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.
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:
o On site Tuesdays, Wednesdays, and Thursdays
o Remote Mondays and Fridays