Head of Design, Wealth Services, Vice President

Who we are looking for

We’re significantly expanding our wealth service offering across custody and clearing, and developing new consumer-grade applications for institutional clients, designed to help everyday people confidently plan for their futures.

This role is for a hands-on product design leader who thrives at the intersection of consumer-focused wealth planning, AI-enabled experiences, and scalable design systems.

You’ll lead design for a zero-to-one product portfolio while remaining deeply embedded in the work: shaping interaction models, designing critical flows, and partnering closely with Business, Engineering, and your Design Team colleagues. You’ll be designing alongside your team and setting a high bar through craft and execution.

What you will be responsible for

• Lead design for multiple new retirement planning applications, from early concept through launch and iteration

• Produce user journeys tracking general tasks as well as support experiences • Shape AI-enabled querying experiences, including natural language input, guided prompts, product support, and serving contextual educational content

• Define interaction patterns for dynamic dashboards that adapt to user roles, preferences, and behaviors

• Envision experiences for both adults and children

• Partner closely with business to frame problems, define MVPs, and balance user value with business goals

• Collaborate with internal Engineering and external partners to ensure designs are technically feasible and data-accurate

• Mentor and guide designers, providing clear direction, critique, and support while staying actively involved in execution • Advocate for user-centered design within a regulated, risk-aware banking environment

What we value

• These skills will help you succeed in this role

• Deep understanding of interaction design for both enterprise tools and consumer-facing products

• Experience designing for enterprise, fintech, or regulated environments

• Comfort translating ambiguous problem spaces into clear product direction

• Ability to move fluidly between strategy and pixels—setting vision and designing key workflows

• Strong communication skills and the ability to influence cross-functional partners

• Familiarity with modern design tools and prototyping methods (e.g., Figma, prototyping libraries, experimentation)

Education & Preferred Qualifications

• 10+ years of experience in product design, with experience leading complex, data-rich products

• Degree in Design (Interaction, Graphic, Product), HCI, or related field a plus

• Experience working within a large, regulated enterprise Additional optional requirements

• Experience designing wealth management applications

• Experience collaborating with AI/ML teams on production systems

• Knowledge of accessibility standards for interfaces and data visualization

• Please provide a link to your design portfolio (or attach a PDF) with any necessary passwords

Work Requirement

• 4 days a weeek

• 9am to 5pm

Salary Range:

The range quoted above applies to the role in the location specified. If the candidate would ultimately work outside of the location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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