User Experience Product Design, Specialist

The Financial Well-being team within Workplace Solutions focuses on helping participants improve their financial outcomes across their retirement journey. We design experiences that make it easier for individuals to plan, save, and take action-connecting guidance, tools, and account experiences in a cohesive, user-centered way.

Our work spans retirement planning, savings, and financial guidance, with a focus on simplifying complex financial concepts and increasing engagement with available benefits, tools, and resources. We operate in highly collaborative, cross-functional teams, connecting guidance, tools, and experiences in a cohesive, user-centered way and extending seamlessly from Workplace Solutions into Personal Wealth for crossover participants.

Critical Skills Required

• Strategic product thinking - Ability to connect user needs, business outcomes, and product strategy to shape what gets built-not just how it gets designed.

• Cross-functional leadership and influence - Ability to align and influence Product, Technology, Research, Content, and partner teams without formal authority.

• End-to-end experience design - Ability to design cohesive experiences across journeys, touchpoints, and channels:
• - Understands information architecture and service flows.
• - Balances participant needs, business goals, and technical constraints.
• - Creates scalable solutions that integrate across experiences.

• Workshop facilitation and co-creation - Ability to facilitate workshops, synthesize insights, and engage clients, partners, or stakeholders in collaborative problem-solving.

• Designs complex user flows, wireframes, prototypes, and UI elements to deliver a seamless user experience across mobile and web platforms, while utilizing established brand standards.
• Develops user experience interface architecture strategies to support and improve the user interface. Leads cross-family initiatives to meet business and marketing goals.
• Partners with cross-departmental teams and business leaders to prioritize UX efforts that align with business objectives. Helps translate user needs and feedback into actionable product features. Coordinates and delivers design, prototype, and documentation to improve the user experience.
• Collaborates with research and data analytics teams to incorporate quantitative and qualitative data into the design process, ensuring decisions are informed by user insights. Leverage experimentation to validate hypothesis across the feasibility, desirability, and viability spectrum.
• Analyzes market trends, competitive analysis, OKRs, and user behavior to develop UX strategies that inform design decisions and product direction.
• Advocates for user-centered design solutions that evolve with changing business goals and user needs, while keeping a close eye on emerging technologies and design trends.
• Ensures our UX practices align with industry standards and yield minimum waste. Trains and mentors junior staff in best practices of user experience design. Provides guidance, training, and motivation.
• Develops and leverages a professional network across the enterprise to foster collaboration within the department to support department-wide initiatives, and to advocate for UX having a voice in the decision-making and planning process
• Participates in special projects and performs other duties as assigned.

• Minimum five years of industry/field experience in user experience design. Product design experience preferred.
• Undergraduate degree or equivalent combination of training and experience in a creative or technical field.