Duration: 12+ monthsLocation: Hybrid onsite -Birmingham, AL or Pittsburgh, PA Top skills:
Experience in enterprise Financial services, wealth management, Brokerage, Financial advisers
End-to-end product design experience - discovery to building to testing
Experience working on internal tool build. This will involve working on internal tools for Brokers.
4 Portfolio samples highlight end-to-end work reporting toDescription:As a Sr. Experience Designer, your primary function is to work with project teams to design and deliver high-quality, client-centered, effective, consistent, and usable interfaces.Skills and Experience: Presentation Skills: Ability to present designs and processes clearly and effectively. Stakeholder Management: Gathering requirements, ensuring designs meet these requirements, and getting buy-in from all parties. Process Documentation: Clear and concise documentation of processes. Feedback Integration: Open to feedback and able to iterate on designs. Continuous Collaboration: Ongoing communication with all teams, including MIS.Example of Work:
Meeting with Stakeholders:
○ Understand current manual processes for linking brokerage accounts and depositing money.
○ Conduct interviews and workshops to gather requirements and pain points.
Process Analysis and Design:
○ Analyze current manual processes and identify areas for automation.
○ Create process flow diagrams and user journey maps.
Automation of Account Linking:
○ Design an automated process for verifying and linking brokerage accounts.
○ Develop wireframes and prototypes for the automated system.
Client Mailings Automation:
○ Automate the initiation of client mailings triggered by specific events.
○ Design and test automated workflows for timely and accurate communication.
Presentation and Feedback:
○ Present proposed automated processes to stakeholders and MIS partners.
○ Prepare and deliver presentations, gather feedback, and make adjustments.
Continuous Collaboration:
○ Work closely with development, MIS, and other teams for successful implementation.
○ Participate in regular meetings, provide design support, and address issues.
Desired Qualities:
Willingness to Learn: Interest in the brokerage industry and eagerness to expand knowledge.
Project Engagement: Commitment to diving deep into projects and proactive problem-solving.
Positive Attitude: Enthusiastic, open-minded, and collaborative.
Proactivity: Takes initiative, anticipates challenges, and offers solutions.
Roles and Responsibilities:
Understand requirements
Transform requirements into easy-to-use designs for that initiative
Technical Skills:
Business Requirements Documentation (BRD)
Data Visualization
Digital User Experience
Employee Engagement
JavaScript
Wireframing
Degrees/Certifications:
Bachelor’s degree in human factors/usability or related discipline or equivalent work experience required.
Summary:The main function is to work with project teams to design and deliver high quality client-centered, effective, consistent and usable interfaces.Job Responsibilities:
Works closely with business analysts, business sponsors, project managers and IT teams to obtain and understand business requirements.
Creates the design of user interface specifications, by applying client research, design standards, industry best practices, taking into account strategic business objectives, user needs, systems constraints.
Participates in design review sessions with project teams, acquiring consensus and getting approvals on designs and documentation.
Executes business acceptance test cases and testing.
Works with the project managers to ensure that usability deliverables accommodate project timelines, budgets, technical and scope constraints.
Contributes to the development, maintenance, and continuous improvement of efficient and effective usability methodology/process, documentation, workflow, ROI, metrics and design standards.
Acts as a user experience advocate regarding principles of user experience and user-centered design.
Experience Level:Expert Levelo Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
