Senior Lead Product Designer - Salesforce CRM Tools

About the position

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 end-to-end user experience of our Salesforce 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 WIM's full-service 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.

Responsibilities

• 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 end-to-end 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.

Requirements

• 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.

Nice-to-haves

• 5+ years' experience designing experiences for enterprise platforms that includes customer relationship management.
• 2+ years' experience leading design on complex initiatives for large-scale, multi-user 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.

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement