What You’ll Do
· Lead end‑to‑end UI/UX design for data‑intensive workflows (e.g., trading, rebalancing, reconciliation, performance), from discovery through delivery producing flows, wireframes, prototypes and specifications.
· Design highly usable data tables, filters, dashboards, and visualization patterns that support user personas working at scale.
· Define and document component patterns, states, and usage guidelines; contribute to the shared design system to improve consistency, accessibility, and build efficiency.
· Collaborate with product managers, SMEs, and engineers to scope problems, run design reviews, and ensure high‑quality implementation in modern UI frameworks (Angular/Web Components).
· Run lightweight research and usability testing; incorporate qualitative and quantitative insights into iterative design decisions.
· Ensure WCAG‑aligned accessibility, responsive behavior, and performance‑minded UI choices for enterprise use.
· Partner with engineering on handoff readiness (redlines, tokens, acceptance criteria) and support build/test cycles.
· Advocate for brand voice and visual standards in product UI, aligning with InvestCloud’s brand system.
What You Bring
· 5+ years designing enterprise web applications; including a portfolio demonstrating end‑to‑end product design for complex, data‑heavy interfaces.
· Strong interaction design, information architecture, and prototyping skills (e.g., Figma), with clear rationale and measurable outcomes.
· Experience designing modern, reactive front‑end stacks and component libraries (e.g., Angular/Web Components; Kendo UI familiarity is a plus).
· Fluency in patterns for tables, filtering, async workflows, error states, and auditability in regulated contexts.
· Working knowledge of accessibility (WCAG), responsive design, and design tokens.
· Excellent collaboration and communication skills across product, engineering, QA, and operations.
Nice to Have
· Background in wealth tech/fintech—managed accounts, model management, trading/compliance, or performance analytics.
· Experience contributing to or governing a cross‑product design system at scale.
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
