PBG UX Designer Lead - Executive Director

PBG UX Designer Lead - Executive Director

Purchase, New York

Overview

The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and ETRADE from Morgan Stanley platforms. We design for two key user bases: our clients, and Morgan Stanley Financial Advisors, whose job it is to guide clients through financial milestones big and small. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and a user-centered approach to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you!

Key Responsibilities:

We are seeking a strong UX leader to oversee end-to-end banking UX initiatives for both Financial Advisor managed and self-directed clients. This leader will set and drive the UX vision for deposits and cash management, differentiating our banking experiences in a competitive landscape. The ED UX Lead will manage a small team of designers, provide UX thought leadership to product and engineering partners, and remain hands-on as needed to define direction and deliver key work.

Wealth Management UX Leads are required to work in-office 4 days a week to collaborate with their business, tech and UX partners.

As the UX lead, you will:

• Lead a small team of (3-4) UX designers working on critical banking experiences that focus on cash management money movement and deposits growth.

• Guide your team in coming up with innovative design solutions that challenge legacy banking norms and offer simple, intuitive, and emotionally resonant client experiences

• Support the growth of a fast‑scaling banking business by quickly cutting through complexity and shipping impactful experiences at pace while maintaining design quality

• Build and maintain trusted relationships with senior product and technology stakeholders, ensuring UX is a strategic partner in driving innovation and delivering solutions

• Help define UX milestones and UX delivery roadmaps in partnership with the product team to balance design quality with speed to market

• Improve our UX working model by enhancing communication, decision-making, and delivery outcomes. Facilitate retrospectives and workshops to evolve how we collaborate with our partners.

• Create opportunities for individual growth by providing constructive feedback and acknowledging contributions. Look for opportunities where individual members can develop and grow strengths. Provide clarity on career paths, roles and responsibilities, and promotion requirements.


• Provide oversight on the discovery phase by leading collaborative working sessions that define the problem that needs to be solved, sharing research and data, and clarifying success metrics.

• Provide thought leadership & vision-setting by acting as a trusted partner to the product team. Establishing and championing a bold, point‑of‑view for the UX vision

• Minimize team blockers by listening to team feedback and suggesting ways to address conflict. Help designers negotiate tradeoffs and chart a path forward.

• Partner with UX leads to exchange insights, set design standards, align on strategies to grow the firm’s UX maturity, and coordinate dependencies across teams

As a (hands-on) contributor, you will:

• Employ a user-centered approach to influence the product vision by using stories from successful initiatives, UX best practices, and data illustrate how a human-centered approach contributes to product success

• Create simplicity out of complexity for experiences that have dense data & complex business requirements

• Adjust and prioritize design scope effectively in response to changing needs and/or constraints

• Push boundaries, when appropriate, by leveraging data driven insights to craft intuitive, engaging, and impactful digital experiences

• Present innovative design work to senior management with a clear, compelling narrative to gain alignment and secure buy-in

You have:

• A portfolio that demonstrates partnering with multiple departments on successful product releases

• At least 10 years of experience working in the field, at least 5 years of experience managing small- to medium-sized teams

• Mastery managing the