User Experience (UX) Lead

As the UX Lead, you will have the unique opportunity to shape the future of Wealth Management through innovative design. You will drive initiatives that directly impact our clients' success while building a culture of excellence around user experience. If you are passionate about making complex financial tools simple and engaging, we want to hear from you!, We are seeking a dynamic and experienced User Experience (UX) Lead to join our innovative team specializing in financial services. The ideal candidate will be a hands-on designer and strategist, passionate about crafting intuitive, impactful tools and solutions for our clients. This role requires a proven track record in leading UX initiatives, particularly within the financial sector, and a strong ability to design, prototype, and implement user-centric products. Key Responsibilities

• Lead the UX strategy and vision for financial service tools and our advisor platform, ensuring best-in-class user experiences.
• Be hands-on in the design process, from user research and journey mapping to wireframing, prototyping, and usability testing.
• Collaborate closely with stakeholders, product managers, and developers to translate business goals into effective digital experiences.
• Design and implement solutions that integrate seamlessly with Salesforce and other core financial systems.
• Utilize prototyping tools such as Figma to rapidly iterate and validate design concepts.
• Champion user-centered design principles and advocate for best practices across the organization.
• Mentor and eventually build a high-performing UX team to scale design excellence.
• Stay abreast of industry trends, and emerging technologies relevant to financial services UX.

• Bachelor's or Master's degree in Human-Computer Interaction, Design, Psychology, or a related field (or equivalent professional experience).
• 7+ years of experience in user experience design, with a substantial portion in the financial services industry.
• Proven experience leading UX initiatives and teams, with a demonstrated ability to deliver successful projects end-to-end.
• Hands-on expertise with Salesforce platforms and workflows.
• Advanced proficiency in prototyping tools such as Figma (and others like Sketch, InVision, or Adobe XD is a good substitute).
• Strong portfolio showcasing practical, user-centric design solutions for complex financial products or services.
• Excellent communication, presentation, and interpersonal skills.
• Ability to thrive in a fast-paced, collaborative environment and drive projects with minimal supervision.

Preferred Attributes

• Experience building and scaling UX teams.
• An understanding of financial services regulations and compliance considerations and how to help meet using design.
• Ability to balance strategic thinking with hands-on execution.

This is an exempt position. The annualized base pay range for this role is expected to be between $170,000 - 190,000 Base Salary Compensation Range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit or follow the company on LinkedIn.