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Manager, Product Design
CIRProduct Design Manager advancing digital experiences for financial advisors at Cambridge, a financial solutions firm supporting independent advisors. Leading design strategy, discovery, DesignOps, research, and a team of Product Designers.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Product Design leadership, including strategy development, team management, and design governance within a regulated financial services environment. Proficient in establishing DesignOps practices and fostering collaboration across Product, Engineering, and business stakeholders.
Highest-signal resume keywords
Product Design LeadershipDesignOps PracticesUser Research GovernanceExecutive CommunicationFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product DesignUX DesignService DesignDesign StrategyInteraction DesignPrototypingDesign SystemsUsability TestingInformation ArchitectureAccessibility Standards
Soft Skills
Stakeholder ManagementOrganizational InfluenceChange LeadershipCoachingFacilitation
Tools & Technologies
Design ArtifactsJourney MapsWireframesPrototypesAI-Enabled ProductsDigital TransformationCRM SystemsEnterprise SaaS
Certifications & Qualifications
FINRA Series 99FINRA Series 7Nielsen Norman Group UX CertificationUXQB CPUXHuman Factors International CUAIAAP CPACCWeb Accessibility SpecialistIDEO Design ThinkingLUMA InstituteProduct Discovery Training
Industry Keywords
Financial ServicesWealth ManagementBroker-DealerRIAInvestment ManagementFinTechCompliance ReviewClient Servicing WorkflowsProduct Operating ModelDesign Review Practices
About the role
Key responsibilities & impact- Lead and mature Product Design as an enterprise capability within Cambridge’s Product Operating Model
- Manage the Product Design team and serve on the Product Strategy leadership team
- Develop Product Design strategy aligned with product taxonomy, portfolio priorities, operating model, and enterprise product strategy
- Establish standards for interaction design, visual design, information architecture, service design, usability, accessibility, research quality, and design governance
- Strengthen Product-Design-Engineering partnerships and promote shared accountability
- Build DesignOps practices for intake, capacity planning, prioritization, rituals, reviews, metrics, and governance
- Produce design artifacts for strategic, complex, ambiguous, or high-priority product initiatives
- Lead discovery workshops, journey maps, service blueprints, workflow models, wireframes, prototypes, concepts, usability tests, and research synthesis
- Conduct product discovery, customer validation, design critiques, and executive-ready experience storytelling
- Partner with Product, Engineering, Data, Operations, Compliance, and business stakeholders
- Lead, mentor, recruit, hire, onboard, retain, and develop Product Designers
- Build career frameworks, competency models, coaching practices, growth paths, and future design leadership capability
- Establish scalable user research practices, repositories, governance, and insight-sharing routines
- Lead design system governance, reusable patterns, component standards, and experience guidelines
- Establish accessibility and inclusive design practices in a regulated financial services environment
- Guide design strategy for AI-enabled experiences, intelligent workflows, recommendations, insights, automation, and responsible human-centered AI
Requirements
What you’ll need- Bachelor’s degree in Human-Computer Interaction, UX Design, Product Design, Human Factors, Psychology, Information Architecture, Interaction Design, or a related field; equivalent practical experience may be considered
- 10+ years of Product Design, UX Design, Service Design, Design Strategy, or related experience
- 5+ years leading Product Design teams, including coaching, performance management, hiring, talent development, and organizational planning
- Demonstrated player-coach capability with high-quality UX artifact production
- Strong portfolio or work samples demonstrating strategic UX leadership, product discovery, customer research, interaction design, service design, prototyping, and enterprise experience design
- Experience building or maturing design capabilities in a product-led organization, including standards, governance, DesignOps, research operations, design systems, and design review practices
- Strong executive communication, facilitation, stakeholder management, organizational influence, and change leadership skills
- Must be located in or willing to work from Phoenix, AZ or Fairfield, IA with a minimum of three days per week in office
- Current FINRA Series 99 and/or Series 7 license, or ability and expectation to successfully obtain required FINRA licensing within 12 months of employment
- Experience in financial services, wealth management, broker-dealer, RIA, custody, advisory, investment management, FinTech, or another regulated industry preferred
- Experience with advisor workstations, onboarding, account opening, service requests, CRM, practice management, advisory operations, financial planning, portfolio management, compliance review, or client servicing workflows preferred
- Experience with enterprise SaaS, platform environments, digital transformation, complex workflows, product operating model transformation, DesignOps, research operations, AI-enabled products, automation, or data-rich enterprise experiences preferred
- Master’s degree, MBA, MS in HCI, Human Factors, Design Strategy, or related advanced degree preferred
- Preferred certifications or training include Nielsen Norman Group UX Certification, UXQB CPUX, Human Factors International CUA, IAAP CPACC or Web Accessibility Specialist, IDEO Design Thinking, LUMA Institute, Design Sprint Facilitation, Product Discovery, Product Strategy, Product Operations, Pragmatic Institute, Product School, or Continuous Discovery training
Benefits
Comp & perks- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
- Competitive benefits
- Work/life balance
- Exceptional development opportunities