Job Summary
Create an excellent end-user interaction and overall experience for users navigating our web-based applications and websites. This person seeks to improve the user experience by making their interactions simple, useful, scalable, accessible, and visually compelling.
Responsibilities:
• Work with Product Managers, Developers, Sales, Marketing, and Operations to understand user needs, project goals, and business requirements.
• Partner in user research studies and evaluation of user feedback.
• Create consistent, comprehensive, and functional wireframes or prototypes.
• Present designs to peers, stakeholders, and developers and iterate based on feedback.
• Design, write, communicate, and update UX/UI guidelines.
• Review UIs to verify that design and UX/UI guidelines were implemented correctly.
• Advocate for end users throughout the company.
• Recommend priority for fixing UX bugs.
• Exhibits extensive knowledge of user needs in CW's industry
• Creates usability plans for multiple efforts
• Sets target usability efforts across product lines
• Has significant network of industry connections
• Independently determines best approaches to solving problems
• Initiates conversations with required parties and proactively resolves issues across disciplines without requiring oversight
• Simplifies complex patterns
• Considers accessibility and browser compatibility when creating design and wireframes and ensures that the implementation meets these requirements
Requirements:
• 10+ years of experience in product leadership roles in insurance, financial services, financial technology or data products
• Experience with a focus on either Accounting, Aggregation of Investment Portfolio Data, Reporting or other complimentary solutions / services would be highly beneficial
• History of successfully mentoring a product / specialist team
• Knowledge of industry challenges such as regional regulations
• Demonstrated success of putting client success at the heart of your decisions
• MS Office and Salesforce
• Excellent verbal and written communication skills Strong ability to synthesize and communicate results of data analysis
• Strong organizational and interpersonal skills
What we offer:
• Business casual atmosphere in a flexible working environment
• Team-focused culture that promotes innovation and ownership
• Access cutting-edge investment reporting technology and expertise
• Defined and undefined career pathways, allowing you to grow your way
• Competitive medical, dental, vision, and life insurance benefits
• Maternity and paternity leave
• Personal Time Off and Volunteer Time Off to give back to the community
• RSUs, as well as an employee stock purchase plan and a 401 (k) with a match
• Work from anywhere 3 weeks out of the year
• Work from home Fridays
