Job Description

Description

Envestnet is seeking a Product Designer to join our Product department. This is a hybrid role, with in-office work required at our Raleigh, NC office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  
  

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Job Summary:

The Product Designer participates in the development of overall design and specifications for creating and enhancing the experience and functionality of user interfaces and Envestnet’s products.

Job Responsibilities:

• Product Knowledge: You ask good questions to clarify objectives of the project. You understand basic project goals and present multiple paths forward early on. You proactively identify gaps or improvement areas in the problem definitions you are working in. You understand the voice of the customer, and leverage research to make well-informed product decisions. You justify ideas based on evidence vs just intuition. You are starting to understand and recognize industry patterns and trends.
  
  
• Craft & Quality: Your work demonstrates understanding of layout, typography, and visual hierarchy. You use the Envestnet Design System, and your work is crisp and thorough. You have a keen awareness of existing patterns with a bias toward leveraging familiarity over novelty.
  
  
• Communication & Collaboration: Actively asks questions to understand the project/task goals. Shares design work at least once a week with team members and stakeholders. Receives feedback well and rarely gets defensive.
  
  
• Action & Impact: You regularly ship designs, and you understand the impact of them for our customers. You meet deadlines and work with your team to keep things on track.
  
  
• Leveling Up Others: You regularly participate in design team meetings, critiques, and events. You seek to provide actionable feedback to other projects when possible. You participate in hiring processes as needed.
  
  
• Independence: Your work is starting to require less oversight from the team. You begin identifying opportunities on your own and bringing them to your team.
  
  
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
  
  
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
  
  

Required Qualifications: 

• 2-5 years of experience on a design team actively working through the entire product development lifecycle
• Experience producing and maintaining high-quality and easy-to-follow design specs in Figma
• Passion for building a deep understanding of your products’ customers, industry, and competitive landscape through independent research, customer research, and learning from and with internal experts
• Experience working cross-functionally with product managers, engineers, and product marketing
• Strong written and verbal communication skills, especially when brainstorming solutions and sharing your work for team feedback and alignment

Preferred Qualifications:

• Experience in financial software
  
  

Envestnet: 

• Be a member of an innovative and industry leading financial technology and solutions company 
  
  
• Competitive Compensation/Total Reward Packages that include:
  
  
  • Health Benefits (Health/Dental/Vision)
    
    
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    
    
  • 401K – Company Match
    
    
  • Annual Bonus Incentives
    
    
  • Parental Stipend 
    
    
  • Tuition Reimbursement
    
    
  • Student Debt Program
    
    
  • Charitable Match 
    
    
  • Wellness Program
    
    

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