User Experience Strategist, Senior Specialist

About This Role

This role is for a strategic visionary to lead the Advisor Desktop Experience, an AI-powered workspace aimed at simplifying advisors' workflows. The strategist will define the long-term vision, translate design insights into capabilities, and orchestrate delivery across multiple functions.

Responsibilities

• Own the vision and multi-year roadmap for an integrated, AI-enabled advisor desktop
• Shape and prioritize new capabilities to simplify workflows and improve advisor effectiveness
• Develop and maintain advisor personas, map end-to-end advisor journeys, and produce blueprints for product strategy
• Lead across Product, Engineering, Data, and CX Research & Design functions to align on outcomes
• Partner with data and platform teams to embed AI capabilities responsibly and measurably
• Establish OKRs and success metrics (adoption, efficiency, satisfaction) and instrument the experience for insights
• Provide thought leadership and persuasive storytelling to influence senior stakeholders
• Ensure advisor desktop complements and extends industry-leading CRM platforms and enterprise desktop suites

Requirements

• Enterprise UX and/or Product leadership in complex, multi-application desktop experiences
• Hands-on experience with industry-leading CRMs (e.g., Microsoft Dynamics 365, Salesforce) and large enterprise desktop suites
• Demonstrated experience design expertise: persona development, journey mapping, blueprinting, and translating insights into product requirements
• Track record of thought leadership and domain expertise in advisor/wealth, financial services, or complex B2B workflows
• Practical experience shipping AI capabilities (assistants, summarization, recommendations, intelligent search) with attention to data quality, safety, and measurement
• Exceptional communication, influence, and stakeholder management skills

Qualifications

• Experience in enterprise UX and/or product leadership in complex, multi-application desktop experiences

Nice to Have

• Experience with design systems, information architecture, service design, rapid prototyping and componentized UI patterns for large-scale environments
• Familiarity with micro frontends or modular product architectures; integration patterns across CRM, telephony/contact center, and knowledge systems
• Exposure to governance and operating models that sustain product excellence
• Background in advisor practice management or client service workflows

Skills

* Required skills