Senior Product Designer, Field Experience

About This Role

As a Senior Product Designer, you will join the Field Productivity value stream, designing tools and experiences that help New York Life agents/advisors sell, service, and grow their business more efficiently. You will simplify complex, regulated workflows across the agent journey from prospecting to client engagement.

Responsibilities

• Lead early-stage design concepting, turning ambiguous problem spaces into clear, testable concepts and experience flows grounded in user and business needs.
• Work closely with design leadership to ensure consistent application of standards and alignment with evolving strategic direction.
• Translate validated concepts into detailed, production-ready design specifications, including component-level documentation, edge cases, and responsive behaviors.
• Partner closely with engineering during handoff and implementation, providing clear design artifacts, answering questions, and reviewing builds to ensure high-quality execution.
• Design end-to-end experiences for agent/advisor-facing products and workflows, ensuring each experience is fast, clear, and aligned to business goals and regulatory requirements.
• Prioritize design work across multiple workstreams in the Field Productivity value stream, balancing long-term vision with near-term delivery in partnership with Product and Engineering.
• Plan and run research and discovery with field users (agents/advisors, field managers, service teams) to understand real-world workflows, constraints, and pain points, then translate insights into experience strategy and UX decisions.
• Drive consistency and quality by leveraging and evolving shared design systems, patterns, and standards so field tools feel cohesive and familiar.
• Use outcomes and insights (e.g., task time, adoption, error rates, satisfaction) to iterate and continuously improve field productivity.
• Collaborate with design leadership, product owners, engineering, operations, compliance, and field stakeholders, driving alignment and decision-making across a large-scale, multi-year implementation and in-year MVP delivery.

Requirements

• Portfolio demonstrating expert understanding of human-centered design principles, interaction design, visual design, and user experience.
• At least 5 years in digital product design, including a track record of shipping high quality designs for complex workflows (e.g., CRM, sales enablement, case management, servicing) across responsive web and/or native apps.
• Experience with designing for multiple projects in a fast-paced, very deadline-driven environment
• Experience leveraging design systems and comfort working with data-heavy, workflow-driven experiences and structured systems.
• Successful track record of shipping digital experience designs in a Scaled Agile (SAFe) environment across a range of front-ends and platforms (e.g., workflow tools, CRM platforms, low/no-code platforms, framework-based front ends, native apps).
• Familiarity with technical architecture concepts including service-oriented architecture and micro-services, data models, and front-end programming (e.g., HTML, CSS)
• Mastery of design and prototyping tools (e.g., Figma, Adobe Creative Suite) and digital whiteboard/facilitation tools (e.g., Figjam, Miro)
• Adaptable with the ability to bring clarity and structure to ambiguity.
• Strong communication, presentation, and interpersonal skills with cross-functional teams, stakeholders, and executives.
• Strong organization and attention to detail.

Qualifications

• Bachelor's in Design, Interaction Design, Communication Design or a related discipline. Equivalent practical experience will also be considered.
• At least 5 years in digital product design, including a track record of shipping high quality designs for complex workflows across responsive web and/or native apps.

Nice to Have

• Experience in life insurance, financial services, or another highly regulated industry, especially building tools for field sales organizations (agents/advisors) and complex application or servicing workflows.

Skills

* Required skills

Benefits