PBG UX Designer Lead - Executive Director

📍 Job Overview

Job Title: PBG UX Designer Lead - Executive Director

Company: Morgan Stanley

Location: Purchase, New York, United States

Job Type: FULL_TIME

Category: User Experience (UX) Design Leadership / Product Design Operations

Date Posted: 2026-05-25

Experience Level: 10+ Years

Remote Status: Hybrid (4 days in-office)

🚀 Role Summary

• Lead a small team of UX designers focused on enhancing banking and cash management experiences for both Financial Advisors and self-directed clients.

• Drive the strategic UX vision for deposits and cash management, aiming to differentiate Morgan Stanley's banking offerings in a competitive market.

• Foster strong, trusted relationships with senior product and technology stakeholders to ensure UX is a key strategic partner in innovation and delivery.

• Define and manage UX milestones and delivery roadmaps in collaboration with product teams, balancing design quality with speed to market.

• Actively contribute to improving the UX working model, enhancing collaboration, decision-making, and overall delivery outcomes through retrospectives and workshops.

📝 Enhancement Note: While the title is "UX Designer Lead," the responsibilities and Executive Director level indicate a significant operational and strategic component, bridging design leadership with product operations and GTM strategy for banking products. The focus on "banking experiences" and "cash management" positions this role within a critical GTM segment for Morgan Stanley's Wealth Management division.

📈 Primary Responsibilities

• Manage and mentor a team of 3-4 UX designers dedicated to critical banking experiences, with a focus on money movement, cash management, and deposit growth.

• Guide the team in developing innovative design solutions that challenge traditional banking norms, delivering simple, intuitive, and emotionally resonant client experiences.

• Support the rapid scaling of the banking business by efficiently navigating complexity and delivering impactful experiences while upholding high design quality.

• Build and maintain trusted relationships with senior product and technology stakeholders, acting as a strategic partner in driving innovation and delivering solutions.

• Define UX milestones and delivery roadmaps in partnership with product teams, ensuring a balance between design quality and speed to market.

• Enhance the UX working model by improving communication, decision-making processes, and delivery outcomes through facilitated retrospectives and workshops.

• Foster individual growth within the team by providing constructive feedback, acknowledging contributions, and clarifying career paths, roles, responsibilities, and promotion requirements.

• Oversee the discovery phase of projects by leading collaborative sessions to define problems, share research and data, and clarify success metrics.

• Provide thought leadership and vision-setting for the UX strategy, acting as a trusted partner to the product team and championing a bold point of view.

• Proactively minimize team blockers by actively listening to team feedback, suggesting conflict resolution strategies, and helping designers negotiate tradeoffs.

• Collaborate with other UX leads across the organization to exchange insights, set design standards, align on strategies for growing UX maturity, and coordinate cross-team dependencies.

• Employ a user-centered approach to influence product vision, leveraging success stories, UX best practices, and data to demonstrate the value of a human-centered approach.

• Translate complex business requirements and dense data into simple, intuitive user experiences.

• Effectively adjust and prioritize design scope in response to evolving needs and constraints.

• Push design boundaries by leveraging data-driven insights to craft engaging and impactful digital experiences.

• Present innovative design work and strategic recommendations to senior management with clear, compelling narratives to gain alignment and buy-in.

📝 Enhancement Note: The responsibilities emphasize a blend of people management, strategic product thinking, and hands-on design contribution, typical for a senior leadership role in a large financial institution. The focus on "shipping impactful experiences at pace" and "balancing design quality with speed to market" highlights the operational imperative of this role within the GTM strategy.

🎓 Skills & Qualifications

Education:

• Bachelor's degree in Design, Computer Science, or a related field.

• Master's degree is a plus. Experience:

• At least 10 years of experience working in the UX field.

• At least 5 years of experience managing small- to medium-sized teams.

• Demonstrated mastery in managing team workload and deliverables. Required Skills:

• UX Leadership & Team Management: Proven ability to lead, mentor, and develop a team of UX designers, managing workload and deliverables effectively.

• Design Thinking & User-Centered Design: Fluency in design thinking methodologies and a consistent application of user-centered design principles to drive product success.

• Portfolio Demonstrating Cross-Departmental Collaboration: A strong portfolio showcasing successful product releases achieved through partnerships with multiple departments.

• Design Systems & Standards: A strong sense of design, with expertise in leveraging and contributing to design systems.

• UX Workflow Optimization: Experience in improving UX workflows, potentially incorporating AI technology or rethinking internal processes.

• Stakeholder Management & Communication: Ability to build and maintain trusted relationships with senior product and technology stakeholders, with excellent presentation and narrative-building skills.

• Business Acumen: Strong business acumen, with the ability to ask insightful questions and conduct research to sharpen understanding of business objectives.

• Ambiguity Tolerance & Strategic Direction: High tolerance for working in ambiguous environments and the ability to set clear direction for undefined, complex projects.

• Negotiation & Trade-off Management: Skill in negotiating trade-offs to manage scope effectively and meet delivery commitments.

• Problem Validation & Iteration: Ability to validate assumptions, uncover root causes of problems through testing, learning, and iterating.

• Evangelizing User-Centered Design: Experience in evangelizing and promoting user-centered design principles within a large, complex organization.

• Active Listening & Collaboration: Excellent active listening skills and the ability to contribute effectively to brainstorms, audits, critiques, and whiteboard sessions.

Preferred Skills:

• Experience working in a collaborative, diverse environment where multiple ideas and perspectives are welcomed and shared.

• Experience in the financial services or banking industry, specifically with cash management and deposit growth products.

• Familiarity with Agile development methodologies and their impact on UX delivery.

• Experience with AI technology in the context of UX workflow enhancement.

📝 Enhancement Note: The emphasis on a strong portfolio, cross-departmental collaboration, and experience evangelizing user-centered design points to the need for a candidate who can not only lead but also influence and drive adoption of design best practices across a large financial institution. The "AI Technology" mention is a forward-looking requirement.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Cross-Functional Partnership Evidence: Showcase examples where your leadership or contributions facilitated successful product releases through collaboration with multiple departments (e.g., Product, Engineering, Marketing, Business).

• End-to-End Design Process Documentation: Illustrate the complete design lifecycle from discovery and research through to delivery and iteration, highlighting your role in each stage.

• Impactful Banking/Financial Product Designs: Feature case studies of banking or financial services products, with a specific emphasis on cash management, money movement, or deposit growth initiatives if possible.

• Design System Application: Demonstrate proficiency in using and contributing to design systems, showcasing how you ensure consistency and efficiency in design output.

• Problem-Solving in Complex Environments: Include examples of how you tackled complex business requirements and dense data to create simple, intuitive user experiences.

Process Documentation:

• Workflow Enhancement Case Studies: Document instances where you improved UX workflows, whether through the introduction of AI technology, refining internal processes, or implementing new collaborative models.

• Discovery & Strategy Definition: Provide examples of how you led discovery phases, defined problems, utilized research and data, and clarified success metrics for new initiatives.

• Roadmap Collaboration: Illustrate your experience in partnering with product teams to define UX milestones and delivery roadmaps, balancing design quality with speed to market.

• Agile & Iterative Processes: Showcase your ability to work within agile frameworks, adjust design scope, and iterate based on feedback and constraints.

📝 Enhancement Note: For a role at this level, the portfolio is critical. It needs to demonstrate not just design skills but operational leadership, strategic thinking, and the ability to drive process improvements within a large, complex organization. Case studies should highlight measurable impact and collaboration.

💵 Compensation & Benefits

Salary Range:

• Expected base pay rates between $150,000 and $250,000 per year at the commencement of employment. Benefits:

• Competitive Salary: As indicated by the specified base pay range.

• Work-Life Balance: A stated focus of the company culture.

• Clear Career Path: Opportunities for professional development and advancement within Morgan Stanley.

• Comprehensive Employee Benefits: A broad range of benefits are offered by the firm.

• Potential for additional compensation: The total compensation package may include commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages, depending on the position. Working Hours:

• Standard full-time hours are expected, likely around 40 hours per week.

• This role requires 4 days per week in the office to foster collaboration with business, tech, and UX partners.

📝 Enhancement Note: The salary range provided is for base pay only. Given the Executive Director title and the financial services industry, total compensation could be significantly higher with bonuses and incentives. The 4-day in-office requirement is a critical detail for candidates evaluating work arrangements.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services / Wealth Management. Morgan Stanley is a leading global financial services firm engaged in securities underwriting, corporate advisory and research, sales and trading, investment management, private wealth management, and discount brokerage services.

Company Size: Large enterprise, with over 80,000 employees globally across 1,200 offices in 42 countries. This scale implies a complex organizational structure, established processes, and significant resources.

Founded: 1935. A long history signifies stability, deep market expertise, and a culture that has evolved over decades, likely emphasizing tradition and client trust alongside innovation.

Team Structure:

• UX Team: A growing team of designers and researchers focused on building digital experiences for clients and Financial Advisors. This role leads a small team (3-4 designers) within the broader Wealth Management UX group.

• Reporting: The UX Lead will report to a senior leader within Wealth Management UX and will collaborate closely with senior Product and Technology stakeholders.

• Cross-functional Collaboration: The role explicitly requires close collaboration with Product Management, Engineering, and other UX Leads across the firm to drive strategy, define roadmaps, and align on design standards. The hybrid work model (4 days in-office) is designed to facilitate this collaboration.

Methodology:

• Design Thinking & User-Centered Approach: The team employs design thinking methods and a user-centered approach to solve business problems.

• Data-Driven Insights: The role emphasizes leveraging data-driven insights to craft intuitive, engaging, and impactful digital experiences.

• Agile & Iterative Development: The need to "ship impactful experiences at pace" and "balance design quality with speed to market" suggests an agile or hybrid agile development environment.

• Process Improvement: A key responsibility is to "improve our UX working model," indicating a culture that values continuous improvement and operational efficiency.

Company Website: https://www.morganstanley.com/

📝 Enhancement Note: Operating within a large financial institution like Morgan Stanley means navigating a complex matrix of stakeholders and established processes. The role demands strong influencing skills and the ability to adapt user-centered design principles to a highly regulated and data-sensitive environment. The emphasis on "UX maturity" suggests the company is actively investing in and evolving its design capabilities.

📈 Career & Growth Analysis

Operations Career Level: Executive Director (ED) level within the UX/Product Design function. This is a senior leadership role, typically reporting to a Managing Director or Senior Vice President, with significant strategic responsibility and oversight of a specialized functional area. It signifies a high level of expertise, decision-making authority, and influence within the organization.

Reporting Structure: The ED UX Lead will manage a small team of UX designers and will report to a higher-level UX leader within Wealth Management. They will work closely with senior Product and Technology leaders, acting as a peer in strategic discussions.

Operations Impact: This role has a direct impact on the firm's revenue-generating capabilities by enhancing the digital banking and cash management experiences for both clients and Financial Advisors. Improved UX can lead to increased client engagement, deposit growth, advisor productivity, and overall client retention, all of which are critical to the firm's financial performance. The role is instrumental in differentiating Morgan Stanley's banking products in a competitive market.

Growth Opportunities:

• Leadership Expansion: Potential to grow the managed team, take on broader product portfolios within Wealth Management UX, or transition into more senior strategic roles within the firm's design organization.

• Strategic Influence: Opportunity to shape the future of banking and cash management experiences at a leading financial institution, influencing product strategy and UX maturity across the organization.

• Cross-Functional Development: Exposure to senior-level decision-making in product, technology, and business strategy, fostering a deeper understanding of the financial services industry and enterprise operations.

• Mentorship & Skill Development: Providing and receiving mentorship, access to internal training programs, and opportunities to stay abreast of cutting-edge UX trends and technologies, including AI applications in design.

📝 Enhancement Note: An Executive Director role in a firm like Morgan Stanley offers not just a leadership position but also significant strategic impact and career advancement potential within the financial services sector. The growth opportunities lean heavily into strategic influence and expanding operational scope within a prestigious organization.

🌐 Work Environment

Office Type: Hybrid work environment, with a requirement for 4 days per week in the office. This suggests a structured approach to in-person collaboration, team building, and knowledge sharing, balanced with flexibility for remote work. The office is likely equipped with modern collaborative spaces and technology to support this model.

Office Location(s): The primary location specified is Purchase, New York, at 2000 Westchester Ave. This is a significant corporate campus, implying a professional and well-resourced work environment. Morgan Stanley also has global offices, but this specific role is tied to the Purchase, NY location for in-office days.

Workspace Context:

• Collaborative Hub: The office environment is designed to foster collaboration among UX, Product, and Technology teams, with dedicated spaces for workshops, brainstorming, and reviews.

• Technology & Tools: Access to enterprise-grade design and collaboration tools, likely including advanced design software, project management platforms, and communication systems standard within a large financial firm.

• Team Interaction: Frequent interaction with direct reports, peers within the UX team, and senior stakeholders from Product and Engineering, encouraging a dynamic and communicative work setting.

Work Schedule: While standard full-time hours are expected (approx. 40 hours/week), the hybrid model and the nature of leadership roles in financial services may require flexibility to meet project deadlines and stakeholder needs, particularly during critical product releases or market events.

📝 Enhancement Note: The 4-day in-office requirement is a crucial aspect of the work environment, emphasizing the company's value of in-person collaboration for strategic initiatives and team cohesion. This is a key factor for candidates to consider regarding their work-life balance and preferred working style.

📄 Application & Portfolio Review Process

Interview Process:

1. Initial Screening: HR or Talent Acquisition will likely conduct an initial screening to assess basic qualifications, experience, and cultural fit.

2. Hiring Manager Interview: A more in-depth discussion with the hiring manager (likely a senior UX leader) to evaluate leadership experience, strategic thinking, and alignment with the team's goals. This stage will heavily focus on your management approach and vision.

3. Portfolio Review & Presentation: A critical stage where candidates present their portfolio. This will involve showcasing 2-3 key projects, detailing your role, the process, challenges, solutions, and measurable impact. Expect to discuss your approach to leading teams, stakeholder management, and handling complex problems.

4. Cross-Functional Stakeholder Interviews: Interviews with senior Product and Technology partners to assess collaboration skills, ability to influence, and understanding of business objectives within the financial services context.

5. Team/Peer Interviews: Potential interviews with other UX designers or leads to gauge team fit and collaborative style.

6. Executive/Final Interview: A final meeting with a senior executive (potentially an MD or SVP) to confirm strategic alignment, leadership potential, and overall suitability for the Executive Director role.

Portfolio Review Tips:

• Focus on Leadership & Impact: For this ED role, emphasize your experience leading teams, driving strategy, and the tangible business impact of your design leadership.

• Showcase End-to-End Process: Clearly articulate the entire design process for each case study, from problem definition and research to solution design, iteration, and delivery.

• Quantify Results: Wherever possible, use metrics and data to demonstrate the success of your projects and initiatives (e.g., increased engagement, conversion rates, advisor efficiency, deposit growth).

• Highlight Stakeholder Management: Detail how you collaborated with, influenced, and managed expectations of senior product and technology stakeholders.

• Address Ambiguity & Complexity: Select projects that demonstrate your ability to navigate complex problems, dense data, and ambiguous requirements, showcasing your strategic problem-solving skills.

• Prepare for System & Process Discussions: Be ready to discuss your experience with design systems, improving UX workflows, and potentially incorporating AI technologies.

Challenge Preparation:

• Strategic Design Exercise: You might be asked to critique an existing banking feature, propose a new feature, or outline a strategy for improving a specific user journey within cash management. Focus on your thought process, user-centricity, and business alignment.

• Team Management Scenario: Prepare to discuss how you would handle specific team management challenges, such as conflict resolution, performance management, or motivating a team under pressure.

• Stakeholder Alignment Scenario: Be ready to discuss how you would approach gaining buy-in for a controversial design decision or managing conflicting priorities from different stakeholders.

📝 Enhancement Note: The interview process is designed to assess not just design expertise but also leadership capabilities, strategic thinking, and operational effectiveness within a large financial institution. The portfolio presentation is a critical component, requiring a narrative that highlights leadership impact and process mastery.

🛠 Tools & Technology Stack

Primary Tools:

• Design & Prototyping Software: Proficiency in industry-standard tools such as Figma, Sketch, Adobe Creative Suite (XD, Illustrator, Photoshop). Figma is increasingly becoming the standard for collaborative design.

• User Research Platforms: Experience with tools for user interviews, usability testing, and surveys (e.g., UserTesting.com, Lookback, Qualtrics, SurveyMonkey).

• Project Management & Collaboration: Familiarity with tools like Jira, Confluence, Asana, Trello for managing workflows, tracking deliverables, and team communication.

• Design Systems Management: Experience working with or contributing to established design systems.

Analytics & Reporting:

• Web Analytics: Understanding of tools like Google Analytics, Adobe Analytics to track user behavior and performance metrics.

• Data Visualization Tools: Familiarity with tools like Tableau, Power BI, or Looker for presenting data and insights to stakeholders.

• Product Analytics: Experience with platforms like Amplitude or Mixpanel for in-depth user behavior analysis.

CRM & Automation:

• CRM Systems: While not a primary UX tool, understanding the role of CRM systems (e.g., Salesforce) in managing client relationships and data can be beneficial for context.

• Workflow Automation: Awareness of how automation tools can impact user experiences or internal UX processes, especially with the mention of AI technology.

📝 Enhancement Note: While the role is UX-focused, a strong understanding of how design integrates with product management tools (Jira, Confluence), analytics platforms, and the broader technology ecosystem of a financial firm is crucial for effective collaboration and strategic impact. The mention of AI technology suggests an expectation for awareness or experience with integrating AI into workflows or user experiences.

👥 Team Culture & Values

Operations Values:

• Client First: A fundamental value at Morgan Stanley, emphasizing that client needs and success are paramount in all decisions and design efforts.

• Doing the Right Thing: Upholding integrity, ethical conduct, and professionalism in all aspects of work, crucial in the highly regulated financial industry.

• Leading with Exceptional Ideas: Encouraging innovation, original thinking, and proactively seeking new and better ways to solve problems and serve clients.

• Commitment to Diversity and Inclusion: Fostering an inclusive environment where diverse perspectives are valued, respected, and leveraged to drive better outcomes. This is explicitly mentioned as a recruiting focus.

• Giving Back: Contributing positively to communities and society, reflecting a broader corporate social responsibility.

• Efficiency & Quality: A strong emphasis on delivering high-quality work efficiently, as evidenced by the need to balance speed to market with design quality and improve UX workflows.

Collaboration Style:

• Cross-Functional Integration: The role requires deep collaboration with Product, Engineering, and other UX leads, suggesting a highly integrated and communicative approach. The 4-day in-office requirement underscores this.

• Constructive Feedback & Retrospectives: The culture encourages open feedback, sharing of work, and asking questions to foster growth. Retrospectives are a key tool for evolving how teams collaborate.

• Knowledge Sharing: Emphasis on sharing insights, setting standards, and coordinating dependencies across teams to elevate the firm's overall UX maturity.

• Empowerment & Amplification: Employees are encouraged to bring their perspectives and are supported in amplifying each other's strengths.

📝 Enhancement Note: The company values are deeply embedded in the financial services ethos, prioritizing integrity, client focus, and a commitment to excellence. For a UX leader, understanding how these values translate into design decisions and team dynamics is crucial for success. The emphasis on diversity and inclusion is a strong indicator of a modern, forward-thinking corporate culture.

⚡ Challenges & Growth Opportunities

Challenges:

• Navigating Complexity in a Large Organization: Balancing the need for design innovation with established corporate processes, regulatory requirements, and the sheer scale of Morgan Stanley's product ecosystem.

• Driving UX Maturity: Continuously working to elevate the understanding and integration of user-centered design principles and best practices across product and technology teams.

• Balancing Speed and Quality: Delivering high-impact banking experiences at pace while maintaining rigorous design quality and user focus, especially in a fast-scaling business.

• Managing Diverse Stakeholder Needs: Aligning the vision and execution of UX initiatives with the often-competing priorities and perspectives of various senior stakeholders in product, technology, and business.

• Leading in Ambiguity: Setting clear direction and driving progress on complex, undefined projects where the path forward is not immediately apparent.

Learning & Development Opportunities:

• Strategic Leadership Development: Opportunities to refine leadership skills, influence senior executives, and shape the strategic direction of digital product development within Wealth Management.

• Industry Expertise: Deepen knowledge in financial services, banking products, and wealth management client needs through hands-on experience and collaboration.

• Cutting-Edge UX Practices: Exposure to and potential implementation of advanced UX methodologies, including AI-driven design tools and processes.

• Mentorship and Networking: Access to senior leaders and peers for mentorship, knowledge sharing, and building a strong professional network within a global financial institution.

• Formal Training & Certifications: Potential access to company-sponsored training, workshops, and opportunities to pursue relevant certifications to enhance professional development.

📝 Enhancement Note: This role presents significant challenges inherent to leading design in a large, complex financial institution, but these challenges are directly tied to substantial growth opportunities. The emphasis on strategic impact and leadership development makes it an attractive role for experienced design leaders.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you had to set a UX vision for a complex product area with significant ambiguity. How did you define the direction and gain buy-in from stakeholders?" (Focus on your strategic thinking, roadmap definition, and stakeholder management.)

• "How do you balance the need for design quality with the pressure to ship features quickly in a fast-scaling business? Provide an example." (Highlight your understanding of agile principles, prioritization, and trade-off negotiation.)

• "Our banking products are critical to client retention and growth. How would you approach differentiating our cash management and deposit experiences from competitors, from a UX perspective?" (Demonstrate your market awareness, user-centric problem-solving, and innovative thinking.) Company & Culture Questions:

• "Morgan Stanley values 'Client First' and 'Doing the Right Thing.' How do these values influence your approach to UX design and team leadership?" (Connect your personal values and leadership style to the company's core principles.)

• "How would you foster a culture of continuous improvement and collaboration within your UX team and with our product and technology partners, particularly in a hybrid work environment?" (Showcase your understanding of team dynamics, feedback mechanisms, and operational efficiency.)

• "Describe a situation where promoting user-centered design faced resistance in a large organization. How did you overcome it?" (Illustrate your evangelism skills and ability to influence change.) Portfolio Presentation Strategy:

• Structure Your Narrative: For each case study, clearly articulate the business problem, your role and team, the user needs, your design process (research, ideation, prototyping, testing), the solution, and the measurable business impact.

• Emphasize Leadership: As an ED candidate, highlight your leadership contributions: how you guided your team, managed stakeholders, navigated roadblocks, and influenced product strategy.

• Showcase Process and Collaboration: Detail your approach to discovery, roadmap planning, and how you collaborated with product and engineering. If you improved workflows or incorporated new tech (like AI), make that clear.

• Quantify Outcomes: Use data to support your claims about success. If exact numbers are confidential, use percentages or relative improvements.

• Be Prepared for Deep Dives: Anticipate detailed questions about your design decisions, trade-offs made, and how you validated assumptions.

📝 Enhancement Note: Preparing for this role requires demonstrating not only design expertise but also strategic leadership, operational acumen, and the ability to thrive in a large, complex financial services environment. The interview questions will probe your experience in leadership, problem-solving, and driving impact.

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