
Senior Project Manager (Custom Software & Healthcare) Jobot
- $120,000–$200,000 Per Year
InvestCloud (formerly Advicent), is searching for a Senior UX/UI Designer to work with our UX and agile product teams to design intuitive workflows and experiences for new and existing web applications such as: financial planning applications, dashboards, customer portals, reporting, visualization of big data analytics, workflows and more.
Bachelor’s Degree in UI/UX Design or related field
At least 5+ years of experience working within the field
A passion for problem-solving, design and UI/UX
Excellent skills in Sketch and Adobe Suite
Basic understanding of HTML and CSS
Exceptional design portfolio (mandatory)
An eye for design and a passion for the creative process
Self-starter with excellent communication, collaboration and interpersonal skills
Ability to complete multiple projects simultaneously within tight deadlines
Must be flexible with ability to grow and adapt
Must be flexible to work across international time-zones (we are a global firm)
| Location | Milwaukee, Wisconsin |
| Industry | Computer/IT Services |
| Company Size | 500 to 999 employees |
| Year Founded | 1969 |
| Website | http://www.advicentsolutions.com/ |
The first traces of what is now Advicent Solutions began in 1969 when Gus Hansch, a CFP® known as “the father of financial planning,” sought a better way to assist his clients than using a yellow notepad. This innovative spirit and desire to improve the financial planning process led to Hansch’s development of the software that would eventually become Financial Profiles. Thirty-seven years later, Emerging Information Systems Inc. (EISI) purchased Financial Profiles to complement NaviPlan®, its pioneering software solution for financial planners, advisors and enterprises. With its purchase of Profiles, EISI created a comprehensive financial planning software offering that included the NaviPlan® financial planning tool, Profiles Professional™ and Profiles Forecaster™.
In 2011, EISI was acquired by Zywave, a provider of software-as-a-service (SaaS) technology solutions for the insurance industry. In 2012 Advisor Briefcase® was released to give advisors modern and flexible client communication options, including email newsletters, brochures and more. In 2013, Zywave Financial renamed itself as Advicent Solutions and divested its insurance division – solidifying its exclusive focus on the financial services industry.
In 2014, Advicent acquired leading Dutch financial services provider, Figlo, to expand its interactive, client-facing technology to strengthen the advisor-client relationship. The Figlo acquisition lead to the release of two new tools in 2015. The first was Narrator™ application builder, a configurable application that allows firms to tell their story using their specific style and strategy. Figlo™ interactive planning tool was also released to the U.S. market as a way to allow advisors to provide more collaborative, client-centric plans. The Figlo acquisition also expanded Advicent’s presence beyond North America and positioned the company to pioneer the future of financial planning.
