Remote Senior UX/UI Consultant

📍 Job Overview

Job Title: Senior UX/UI Consultant

Company: Jobgether (Partner Company)

Location: West Virginia, United States

Job Type: Full-time

Category: Revenue Operations / Sales Operations / GTM Operations (with a strong UX/UI and financial services focus)

Date Posted: April 13, 2026

Experience Level: 6-10 years (Systems Analysis/Technical Projects), 5+ years (UX/UI/Product Design/User Research)

Remote Status: Fully Remote

🚀 Role Summary

• This role is pivotal in enhancing digital platforms through expert UX/UI design and systems analysis, focusing on innovative financial applications.

• You will be instrumental in defining and implementing user interfaces that directly support clients' investment goals and maximize their financial investments.

• The position requires a deep understanding of user research methodologies and product design principles within the complex financial services domain.

• Collaboration with cross-functional teams is essential for integrating user feedback, technical requirements, and streamlining operational workflows.

• This is a remote position, offering flexibility and the opportunity to work with cutting-edge technologies in a dynamic, globally-focused environment.

📝 Enhancement Note: While the title is "Senior UX/UI Consultant," the responsibilities and requirements, especially those related to systems analysis, IT project management, and application metrics reporting, indicate a strong leaning towards a Revenue Operations, Sales Operations, or Go-To-Market (GTM) Operations function that heavily leverages UX/UI expertise. The focus on "maximizing investment goals" and "application metrics" suggests a direct impact on revenue generation and operational efficiency within a financial services context.

📈 Primary Responsibilities

• Define, design, and implement intuitive and effective user interfaces and user experiences for complex financial services applications.

• Conduct thorough user research to understand user needs, pain points, and behaviors, translating insights into actionable design improvements.

• Collaborate closely with product managers, engineers, and other stakeholders to clarify business requirements and ensure alignment with user needs and technical feasibility.

• Streamline existing workflows and processes by identifying user-centric improvements and facilitating their implementation.

• Manage small to mid-scale IT projects related to application enhancements and system updates, ensuring timely delivery within scope.

• Prepare and execute comprehensive system tests, including functional, usability, and integration testing, to ensure application quality and performance.

• Generate detailed reports on application metrics, user engagement, and system performance to inform strategic decision-making and identify areas for optimization.

• Support end-users by troubleshooting and resolving technical issues related to application functionality and user experience.

• Stay abreast of industry best practices, emerging UX/UI trends, and financial services regulations to continuously improve application design and functionality.

📝 Enhancement Note: The responsibilities emphasize a blend of design, analysis, and project management, common in operations roles that bridge user experience with business outcomes. The mention of "application metrics reporting" and "streamlining workflows" directly aligns with GTM operations functions focused on efficiency and performance.

🎓 Skills & Qualifications

Education: Bachelor’s degree or equivalent experience in a relevant field such as Human-Computer Interaction, Design, Computer Science, Information Systems, or a related discipline.

Experience:

• 6-10 years of progressive experience in systems analysis or managing technical projects.

• Minimum of 5 years of dedicated experience in User Experience (UX) and Product Design, specifically for complex financial services applications.

• Minimum of 5 years of experience in conducting user research and applying various user research methodologies.

• Proven experience managing small to mid-scale IT projects, demonstrating an understanding of project lifecycle and deliverables.

• Familiarity with system development lifecycles (SDLC), with a strong preference for experience in Agile methodologies.

Required Skills:

• UX/UI Design: Proficiency in creating wireframes, mockups, prototypes, and high-fidelity designs for web and mobile applications.

• User Research: Expertise in qualitative and quantitative user research methods (e.g., interviews, surveys, usability testing, persona development).

• Systems Analysis: Ability to analyze complex systems, identify requirements, and propose solutions that enhance user experience and operational efficiency.

• Agile Methodologies: Strong understanding and practical experience working within Agile/Scrum frameworks for software development.

• Technical Project Management: Experience in planning, executing, and monitoring small to mid-scale IT projects.

• System Testing: Proficiency in developing test plans, test cases, and executing system tests.

• Financial Services Domain Knowledge: Understanding of the financial services industry, particularly mutual funds, and their associated application requirements.

• Business Requirements Gathering: Skill in eliciting, documenting, and clarifying business and user requirements.

• Data Analysis & Reporting: Ability to interpret application metrics and generate performance reports.

Preferred Skills:

• Product Strategy: Experience contributing to product strategy and roadmap development from a user-centric perspective.

• Information Architecture: Strong understanding of organizing information and navigation within complex applications.

• Design Systems: Experience with or contribution to design systems for consistency and scalability.

• Financial Modeling/Investment Concepts: Deeper understanding of financial products and investment strategies.

• Jira/Confluence: Familiarity with project management and documentation tools common in Agile environments.

📝 Enhancement Note: The emphasis on both UX/UI and systems analysis, coupled with project management and financial services experience, strongly suggests this role operates at the intersection of product development and operational effectiveness. The required experience levels indicate a need for seasoned professionals capable of independent work and strategic contribution.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• UX/UI Case Studies: Showcase detailed case studies demonstrating your process from problem identification to final solution for complex financial services applications. This should include user research, ideation, wireframing, prototyping, and final design, with a clear articulation of user goals and business objectives.

• Process Optimization Examples: Provide examples of how you have analyzed existing workflows or user journeys, identified inefficiencies, and designed solutions to streamline processes and improve user satisfaction. Quantifiable results are highly encouraged.

• System Implementation/Testing Documentation: Include samples of system test plans, test cases, or reports that illustrate your approach to ensuring application quality and functionality within an SDLC.

• Metrics & ROI Demonstration: Highlight instances where your UX/UI contributions have led to measurable improvements in key application metrics (e.g., user adoption, task completion rates, error reduction, engagement) or demonstrated a positive return on investment.

Process Documentation:

• Workflow Design & Optimization: Demonstrate experience in mapping out complex user workflows and redesigning them for enhanced efficiency and user experience.

• User Research Methodology Documentation: Show evidence of how you document user research findings, synthesize data, and translate them into design requirements.

• System Testing Protocols: Illustrate your understanding of establishing testing protocols and documenting test results for application development cycles.

📝 Enhancement Note: For a role at this level, a robust portfolio is crucial. It should clearly articulate not just design outputs but also the strategic thinking, analytical processes, and impact measurement that underpin successful UX/UI and systems analysis work within an operations context. Demonstrating an understanding of the SDLC and Agile is key.

💵 Compensation & Benefits

Salary Range:

The estimated salary range for a Senior UX/UI Consultant with 6-10 years of experience in systems analysis and 5+ years in UX/UI design, based in West Virginia, United States, is approximately $110,000 - $150,000 per year. This estimate is derived from market data for similar roles in the United States, considering the specialized nature of financial services UX/UI and the senior level of the position. Remote positions in the US can often command higher salaries, especially for specialized skills.

Benefits:

• Generous Paid Time Off: Three weeks of paid time off (PTO) accrued in the first year.

• Comprehensive Health Coverage: Medical, dental, and vision insurance plans.

• Retirement Savings: 401(k) Retirement Plan with a significant 85% company match.

• Employee Investment Programs: Access to an Employee Stock Investment Program and the potential to purchase company funds with no sales charge, offering wealth-building opportunities.

• Professional Development: Tuition Assistance Program to support ongoing learning and skill enhancement.

• Flexible Work Culture: A culture that values diversity, inclusivity, and work-life balance.

• Comprehensive Benefits Package: A broad range of benefits designed to support employee well-being and professional growth.

Working Hours:

The standard working hours for this full-time role are approximately 40 hours per week, aligning with typical US business operations. Flexibility may be offered, given the remote nature of the position, but core hours for collaboration will likely be expected.

📝 Enhancement Note: The salary estimate is based on general US market data for senior-level technical and design roles. Specific compensation will depend on the partner company's internal structure, the candidate's precise experience, and negotiation. The benefits package is quite robust, particularly the 401(k) match and investment programs, which are attractive incentives.

🎯 Team & Company Context

🏢 Company Culture

Industry: Technology / Financial Services (Partner Company)

Company Size: Jobgether is a platform, but the partner company's size is not specified. However, the need for a Senior UX/UI Consultant for complex financial applications suggests a well-established organization with significant digital operations.

Founded: Jobgether was founded in 2021. The founding date of the partner company is not specified but can be inferred to be established enough to have complex financial applications.

Team Structure:

• Operations Focus: The role is embedded within a team responsible for enhancing digital platforms and applications, likely within a Product or Engineering department that supports GTM functions.

• Cross-Functional Collaboration: Expect to work closely with product managers, software engineers, business analysts, and potentially marketing or sales enablement teams to gather requirements and deliver user-centric solutions.

• Reporting: The Senior UX/UI Consultant will likely report to a UX/UI Lead, Product Manager, or Head of Digital Platforms, depending on the partner company's structure.

Methodology:

• Agile Development: The team operates using Agile methodologies, emphasizing iterative development, continuous feedback, and rapid adaptation.

• Data-Driven Design: Decisions are informed by user research, analytics, and application metrics, with a focus on quantifiable outcomes.

• User-Centricity: A core principle is placing the user at the center of the design process to ensure intuitive and effective application experiences.

Company Website: Jobgether: jobgether.com (The partner company's website is not directly linked but would be provided during the interview process).

📝 Enhancement Note: The context suggests a company that values innovation within the financial sector, leveraging technology to improve client outcomes. The remote-first approach points to a modern, adaptable organizational culture.

📈 Career & Growth Analysis

Operations Career Level: This is a Senior-level individual contributor role. It requires a high degree of autonomy, strategic thinking, and the ability to mentor junior team members or influence design direction. The scope involves end-to-end UX/UI design and system analysis for critical financial applications.

Reporting Structure: Typically, a Senior UX/UI Consultant would report to a Director of Product, Head of Design, or a Senior Engineering Manager. They would collaborate extensively with Product Owners, Scrum Masters, and development teams.

Operations Impact: The impact of this role is significant, directly influencing user adoption, operational efficiency, and client satisfaction with financial applications. By optimizing user interfaces and streamlining workflows, this role contributes to reduced support costs, increased user productivity, and potentially higher revenue generation through improved client investment outcomes.

Growth Opportunities:

• Leadership in UX/UI: Potential to grow into a Lead UX/UI Designer, Design Manager, or Head of UX/UI position, overseeing design strategy and teams.

• Product Management Transition: The blend of user insight, business understanding, and project management can pave a path toward Product Management roles.

• Specialization: Deepen expertise within the financial services domain, becoming a subject matter expert in FinTech UX/UI.

• Operations Strategy: Transition into a more direct GTM or Revenue Operations role, leveraging a strong understanding of user behavior and system optimization to drive business processes.

• Mentorship: Opportunity to mentor junior designers and analysts, developing leadership and coaching skills.

📝 Enhancement Note: The "Consultant" title, combined with "Senior," suggests an expectation of providing expert guidance and potentially leading initiatives. The growth paths highlight the transferable skills gained in this role, applicable to both design leadership and broader operational strategy.

🌐 Work Environment

Office Type: Fully Remote. This role operates within a distributed team environment, requiring strong self-discipline and communication skills.

Office Location(s): While the job is posted with a location in West Virginia, United States, it is a fully remote position, meaning the candidate can work from any location within the United States that aligns with the company's operational requirements (e.g., time zone alignment if applicable).

Workspace Context:

• Independent Work: A significant portion of the work will be performed independently, requiring self-motivation and effective time management.

• Digital Collaboration Tools: Expect extensive use of collaboration platforms (e.g., Slack, Microsoft Teams), video conferencing (e.g., Zoom, Google Meet), and project management tools (e.g., Jira, Asana).

• Design & Prototyping Software: Access to industry-standard design and prototyping tools will be essential for creating and sharing designs.

• Team Interaction: Regular virtual team meetings, stand-ups, and collaborative design sessions will facilitate interaction and knowledge sharing.

Work Schedule: The role is full-time (approximately 40 hours per week). While remote, adherence to core business hours for team synchronization and client interactions might be required, offering flexibility outside of those periods.

📝 Enhancement Note: The fully remote nature of this role necessitates a candidate who is comfortable with independent work, proactive in communication, and adept at using digital collaboration tools to maintain team cohesion and project momentum.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening (Jobgether): AI-powered matching and initial review by Jobgether to assess core fit.

• Hiring Manager Screen: A conversation with the hiring manager to discuss your background, experience, and understanding of the role's requirements. This may include high-level questions about your approach to UX/UI and systems analysis.

• Portfolio Presentation & Deep Dive: A dedicated session where you will present 1-2 key portfolio projects. Be prepared to walk through your design process, research methodologies, problem-solving approaches, and the impact of your work. This is where your systems analysis and workflow optimization skills will be scrutinized.

• Technical/Skills Assessment: This could involve a practical exercise, a case study, or a series of technical questions to assess your proficiency in UX/UI tools, user research techniques, and systems thinking.

• Team/Stakeholder Interviews: Meetings with potential cross-functional collaborators (e.g., product managers, engineers) to assess your collaboration style, communication skills, and ability to integrate into the team.

• Final Interview: Likely with a senior leader to discuss cultural fit, long-term vision, and overall alignment with the company's goals.

Portfolio Review Tips:

• Curate Strategically: Select projects that best showcase your end-to-end UX/UI process, specifically highlighting complex financial applications and any systems analysis or workflow optimization components.

• Tell a Story: For each case study, clearly articulate the problem, your role and approach, the methodologies used, the solutions developed, and the measurable outcomes achieved. Quantify results wherever possible (e.g., "reduced task completion time by X%", "increased user satisfaction by Y%").

• Highlight Systems Thinking: Explicitly demonstrate how you considered the broader system, technical constraints, and operational implications of your design decisions. Show how you translated business requirements into user-centric solutions.

• Prepare for Technical Questions: Be ready to discuss specific UX/UI tools, research methods, and principles of Agile development and system testing.

• Showcase Collaboration: Be prepared to discuss how you collaborated with different teams and stakeholders, managed feedback, and navigated challenges.

Challenge Preparation:

• Case Study Analysis: If a case study is provided, thoroughly analyze the problem, identify key user needs and business objectives, and outline a structured approach to address it. Focus on demonstrating your analytical and problem-solving skills.

• Process Mapping: Practice creating user journey maps or workflow diagrams to illustrate your understanding of process analysis and optimization.

• Metric Interpretation: Be ready to discuss how you would measure the success of a UX/UI initiative and what key metrics you would track for financial applications.

📝 Enhancement Note: The interview process is designed to assess not just design skills but also analytical capabilities, project management experience, and domain knowledge. A strong portfolio that bridges UX/UI with operational efficiency and systems thinking is paramount.

🛠 Tools & Technology Stack

Primary Tools:

• UX/UI Design & Prototyping: Figma, Sketch, Adobe Creative Suite (XD, Illustrator, Photoshop), InVision, Axure RP. Proficiency in at least one major design tool is expected.

• User Research Tools: SurveyMonkey, Typeform, UserTesting.com, Lookback, Hotjar, Google Analytics. Experience with tools for conducting interviews, surveys, and usability testing.

• Project Management & Collaboration: Jira, Confluence, Asana, Trello, Slack, Microsoft Teams, Google Workspace. Familiarity with Agile project management tools is crucial.

Analytics & Reporting:

• Web Analytics: Google Analytics, Adobe Analytics. Ability to track user behavior and application usage.

• Business Intelligence Tools: Tableau, Power BI, Looker (or similar). Experience in creating dashboards and reports to visualize application metrics and user engagement.

CRM & Automation:

• While not explicitly stated as a primary responsibility for this UX/UI role, familiarity with CRMs (e.g., Salesforce, HubSpot) and marketing automation platforms can be beneficial for understanding the broader GTM ecosystem and how UX/UI impacts downstream processes.

• Integration Concepts: Basic understanding of how different systems integrate and how UX/UI design can impact data flow and automation.

📝 Enhancement Note: The emphasis on design and research tools is standard for UX/UI. However, the inclusion of analytics, reporting, and project management tools points to the operational aspect of the role, where data informs design and project execution is managed systematically.

👥 Team Culture & Values

Operations Values:

• User-Centricity: A deep commitment to understanding and serving the needs of the end-user, ensuring applications are intuitive, accessible, and effective.

• Data-Driven Decision Making: Valuing insights derived from user research, analytics, and system metrics to guide design and process improvements.

• Collaboration & Transparency: Fostering an open environment where ideas are shared, feedback is constructive, and cross-functional teams work together towards common goals.

• Efficiency & Optimization: A drive to continuously improve processes, workflows, and application performance to maximize effectiveness and user satisfaction.

• Innovation: Embracing new technologies and methodologies to create cutting-edge solutions within the financial services domain.

Collaboration Style:

• Cross-Functional Integration: Proactively engaging with product, engineering, and business stakeholders to ensure alignment and gather diverse perspectives.

• Iterative Design Process: Embracing feedback loops and making iterative improvements based on input from team members and users.

• Knowledge Sharing: Actively participating in team discussions, sharing best practices, and contributing to a collective understanding of user needs and technical solutions.

• Problem-Solving Focus: Approaching challenges with a collaborative and solution-oriented mindset, working together to overcome obstacles.

📝 Enhancement Note: The values highlight a culture that blends creative design with rigorous analysis and collaborative execution, essential for driving impactful improvements in a complex operational environment like financial services.

⚡ Challenges & Growth Opportunities

Challenges:

• Balancing User Needs with Business/Technical Constraints: Navigating the complexities of financial services regulations, legacy systems, and business objectives while advocating for optimal user experience.

• Remote Collaboration Dynamics: Ensuring effective communication, collaboration, and team cohesion in a fully remote setting, particularly with diverse stakeholders across different functions.

• Translating Complex Financial Concepts: Simplifying intricate financial products and investment strategies into easily understandable and usable interfaces.

• Measuring ROI of UX/UI: Demonstrating the tangible business impact and return on investment of design initiatives within a data-driven operations framework.

• Keeping Pace with Technology: Continuously learning and adapting to new design tools, methodologies, and evolving user expectations in the FinTech space.

Learning & Development Opportunities:

• Advanced UX/UI Specialization: Opportunities to deepen expertise in areas like behavioral economics in finance, accessibility standards, or advanced prototyping techniques.

• Financial Domain Expertise: Growing knowledge of financial markets, investment products, and regulatory landscapes to inform more sophisticated design solutions.

• Operations Strategy Exposure: Gaining insight into broader GTM, Sales Operations, or Revenue Operations strategies to better align UX/UI with business goals.

• Industry Conferences & Certifications: Support for attending relevant UX/UI, FinTech, or operations-focused conferences and pursuing professional certifications.

• Mentorship Programs: Access to mentorship from senior leaders within the organization to guide career development and skill enhancement.

📝 Enhancement Note: The challenges presented are common for senior roles in specialized industries like FinTech, requiring a strategic mindset and strong problem-solving skills. The growth opportunities are well-aligned with advancing within UX/UI leadership or transitioning into related operational strategy roles.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you had to balance conflicting stakeholder requirements (e.g., business needs vs. user needs) in a complex application design. How did you approach it, and what was the outcome?" (Focus on your negotiation, research, and problem-solving skills).

• "How do you approach understanding and designing for complex financial concepts for a non-expert user base? Can you walk us through an example from your portfolio?" (Demonstrate your ability to simplify complexity and your user research methodology).

• "Given our focus on maximizing investment goals, how would you approach designing a feature that encourages users to explore new investment products, while ensuring they understand the associated risks?" (Showcase your strategic thinking and risk-awareness in design).

Company & Culture Questions:

• "What do you know about Jobgether and our partner companies in the financial services sector? How do you see your UX/UI expertise contributing to their success?" (Research the partner company if possible, or speak generally about the FinTech landscape).

• "Describe your ideal remote work environment and how you ensure productivity and collaboration within a distributed team." (Emphasize your self-discipline, communication, and tool proficiency).

Portfolio Presentation Strategy:

• Structure Your Narrative: For each case study, clearly define the problem, your role, the process, the solution, and the impact. Use visuals effectively.

• Quantify Results: Whenever possible, present data that demonstrates the positive outcomes of your work (e.g., improved conversion rates, reduced error rates, increased engagement).

• Explain Your 'Why': Articulate the rationale behind your design decisions, linking them back to user research, business objectives, and operational efficiency.

• Be Prepared for Technical Deep Dives: Know the specifics of the tools you used, the research methods you applied, and the challenges you overcame.

• Showcase Systems Thinking: Explain how your design fits into the larger application ecosystem and how it impacts other operational processes.

📝 Enhancement Note: Preparation should focus on demonstrating a blend of strong UX/UI craft, analytical thinking, project management acumen, and a solid understanding of the financial services domain. The ability to articulate impact and collaborate effectively in a remote setting will be key.

📌 Application Steps

To apply for this Senior UX/UI Consultant position:

• Submit your application through the provided link on Lever.

• Portfolio Customization: Tailor your resume and cover letter to highlight your most relevant experience in UX/UI design, systems analysis, user research, and financial services applications. Ensure your portfolio prominently features case studies that demonstrate your process, problem-solving skills, and measurable impact.

• Resume Optimization: Integrate keywords from the job description, such as "UX/UI design," "systems analysis," "Agile methodologies," "user research," "financial services," and "workflow optimization." Quantify your achievements with specific metrics.

• Interview Preparation: Practice articulating your design process and project outcomes clearly and concisely. Prepare to discuss your experience with system testing, project management, and collaboration in a remote environment. Rehearse presenting your portfolio case studies, focusing on impact and methodology.

• Company Research: Gain an understanding of the financial services industry landscape and any publicly available information about the partner company to demonstrate your interest and alignment with their goals.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.

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