drjobs Senior Lead Product Designer - Salesforce CRM Tools

Senior Lead Product Designer - Salesforce CRM Tools

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1 Vacancy
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Job Location drjobs

New York City, NY - USA

Monthly Salary drjobs

$ 111100 - 237100

Vacancy

1 Vacancy

Job Description

Wells Fargo is seeking a Senior Lead Designer to join the User Centered Design Team within the Advisor Platforms Product Management organization to lead the endtoend user experience of ourSalesforce Client Relationship Management product suite within our advisor platforms.

The Advisor Platforms Product Management group leads the strategy design and prioritization of a full suite of digital advisor tools that enable growth across WIMs fullservice and independent advisor channels. The team works in close collaboration with leadership stakeholders and the user community across all Wealth & Investment Management product verticals and 3rd Party FinTech to craft a seamless experience for Financial Advisors and Client Associates. Learn more about the career areas and lines of business at wellsfargojobs.



In this role you will:

  • Lead the design strategy and implementation of digital product design experiences within the Customer Relationship Management (CRM) suite of applications on our advisor platforms

  • Perform discovery iterative design testing and outcome measurement to define core product offerings with innovative UX/UI design that leverages Salesforce platform technologies

  • Craft endtoend user journeys that seamlessly integrate CRM capabilities throughout the platform

  • Partner with various stakeholders to drive value growth and optimize delivery by employing best practices in user centered design and agile development

  • Provide vision direction and expertise to senior leadership through compelling design communication

  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to ensure the user experience is a key part of the product offering


Required Qualifications:

  • 7 years of web application and/or enterprise design experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education

Desired Qualifications:

  • 5 years experience designing experiences for enterprise platforms that includes customer relationship management

  • 2 years experience leading design on complex initiatives for largescale multiuser platforms

  • Experience with current Salesforce platform technologies.

  • Experience with Lightning Design System

  • Figma expertise including working with design systems and prototyping

  • Demonstrated information architecture ability expressing complex data into dashboard summaries with actionable insights.

  • Data Visualization is a big plus

  • Ability to incorporate AI technologies in design solutions

  • Experience working independently with stakeholders across all disciplines leading design from concept to completion

  • Wealth Management or Fintech experience

Job Expectations:

  • This position offers a hybrid work schedule

  • This position is not eligible for Visa sponsorship

  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Work Locations:

  • 150 E 42nd Street NY NY 10017

  • 2801 Market Street St. Louis MO 63103

  • 550 South Tryon Street Charlotte NC 28202

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements skills experience or work location. The range listed is just one component of the compensation package offered to candidates.

$111100.00 $237100.00

Posting End Date:

25 Mar 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo we believe in diversity equity and inclusion in the workplace; accordingly we welcome applications for employment from all qualified candidates regardless of race color gender national origin religion age sexual orientation gender identity gender expression genetic information individuals with disabilities pregnancy marital status status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliancedriven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for of all applicable risk programs (Credit Market Financial Crimes Operational Regulatory Compliance) which includes effectively following and adhering to applicable Wells Fargo policies and procedures appropriately fulfilling risk and compliance obligations timely and effective escalation and remediation of issues and making sound risk decisions. There is emphasis on proactive monitoring governance risk identification and escalation as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US:All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability status as a protected veteran or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process visitDisability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. ThirdParty recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.


Required Experience:

Senior IC

Employment Type

Full-Time

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