User Interface; UI Designer – Portfolio Management Platforms

Position: User Interface (UI) Designer – Portfolio Management Platforms

Location: St. Louis

Overview

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Business Execution Consultant in Winston Salem, NC (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age.

If you want to work for a company that is not only a household name, but also truly cares about satisfying customers’ financial needs and helping people succeed financially, apply today.

Contract Duration: 3 Months

Required Skills & Experience

• 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
• 5+ years of relevant experience in one or more of the following roles:
• User Interface Designer / UX Designer / Product Designer
• Business Analyst
• Product Owner or Product Manager with significant design responsibilities
• Demonstrated experience designing enterprise or platform based applications within a product organization
• Proficiency with Figma for UI design, prototyping, and collaboration
• Experience using JIRA to manage user stories, tasks, and design related backlog items
• Strong experience in workflow mapping, process modeling, or service design
• Working knowledge of Agile / Scrum delivery methodologies
• UX Design, Figma experience, Orchestra experience. Documenting workflows.

Desired Skills & Experience

• Experience supporting Portfolio Management, Investment Operations, UMA, or SMA platforms
• Familiarity with enterprise design systems and component based UI frameworks
• Experience working in regulated environments, such as financial services or wealth management
• Knowledge of accessibility standards (e.g., WCAG) and inclusive design practices
• Experience collaborating across multiple product teams or large scale platform initiatives

What You Will Be Doing

• Consult on or participate in moderately complex initiatives and deliverables within Business Execution and contribute to large-scale planning related to Business Execution deliverables.
• Review and analyze moderately complex Business Execution challenges that require an in-depth evaluation of variable factors.
• Contribute to the resolution of moderately complex issues and consult with others to meet Business Execution deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.
• Collaborate with client personnel in Business Execution.
• Design and deliver high quality user interface solutions for portfolio management, trading, rebalancing, and operational workflows across UMA and SMA platforms
• Create wireframes, high fidelity designs, and interactive prototypes using Figma, ensuring consistency with enterprise design systems and accessibility standards
• Collaborate with Product and Technology partners to translate business requirements into clear UI designs, user stories, and acceptance criteria
• Participate in Agile ceremonies including backlog refinement, sprint planning, reviews, and retrospectives
• Develop and maintain end to end workflow documentation, including current state and future state process maps
• Identify usability issues, workflow inefficiencies, and design risks, and propose solutions aligned to product strategy
• Present design concepts and workflow solutions to stakeholders and incorporate feedback iteratively
• Ensure UI designs align with regulatory, operational, and platform constraints typical of financial services environments

Posted By: Anthony DAurizio

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