Senior UX Designer - Advice

📍 Job Overview

Job Title: Senior UX Designer

Company: Insignia Financial

Location: Sydney, NSW, Australia

Job Type: Full-Time

Category: User Experience (UX) Design / Product Design

Date Posted: 2026-06-22

Experience Level: Mid-Senior Level (5-10 years implied)

Remote Status: On-site

🚀 Role Summary

• Lead the end-to-end UX/UI design process for innovative financial wellbeing products and services, driving user-centered design principles.

• Collaborate closely with cross-functional teams, including product managers, engineers, and stakeholders, to translate complex requirements into intuitive and engaging user experiences.

• Utilize advanced design thinking methodologies and user research to inform design decisions, ensuring solutions meet both user needs and business objectives.

• Own the creation and refinement of user interfaces, prototypes, and design systems, with a strong emphasis on usability and accessibility within the financial services sector.

• Leverage expertise in Figma and other design tools to deliver high-fidelity designs and interactive prototypes that effectively communicate design intent.

📝 Enhancement Note: The role is specifically for a Senior UX Designer within the "Advice and Customer" division, indicating a focus on user journeys related to financial advice, customer engagement, and potentially superannuation. The emphasis on "enterprise-level design solutions" and "financial services industry" suggests a need for experience with complex systems and regulatory environments. The implied experience level of 5-10 years aligns with a senior designation, requiring demonstrated leadership and ownership.

📈 Primary Responsibilities

• Spearhead the entire UX/UI design lifecycle for new and existing financial wellbeing products, from conceptualization and user research to high-fidelity design and final handoff.

• Conduct comprehensive user research, including interviews, usability testing, and persona development, to deeply understand user needs, pain points, and behaviors within the financial services context.

• Design intuitive, accessible, and aesthetically pleasing user interfaces, ensuring consistency with established design patterns and brand guidelines.

• Develop interactive prototypes using Figma to effectively communicate design concepts, gather feedback, and facilitate stakeholder buy-in for complex financial solutions.

• Collaborate with product managers and engineering teams to ensure designs are technically feasible and implemented accurately, acting as the primary UX/UI point of contact.

• Champion user-centered design principles across the organization, advocating for user needs and influencing product strategy through compelling design rationale and data-driven insights.

• Contribute to the evolution of Insignia Financial's design system, ensuring scalability, maintainability, and adherence to best practices for enterprise-level applications.

• Analyze user feedback and performance metrics to iteratively improve existing product designs, identifying opportunities for enhancement and optimization.

• Influence and manage stakeholder expectations, presenting design solutions clearly and persuasively to diverse audiences, including senior leadership.

📝 Enhancement Note: The responsibilities highlight a need for end-to-end ownership, from research to implementation support, and a strong emphasis on influencing stakeholders. The mention of "complex financial solutions" and "enterprise-level applications" implies a need for experience with intricate workflows and regulatory considerations, common in the financial services sector.

🎓 Skills & Qualifications

Education: While not explicitly stated, a Bachelor's or Master's degree in Human-Computer Interaction (HCI), Interaction Design, Graphic Design, Psychology, or a related field is typically expected for a Senior UX Designer role. Equivalent practical experience will also be considered.

Experience: A minimum of 5-7 years of professional experience in UX/UI design, with a proven track record of designing and delivering successful digital products, particularly in complex, enterprise-level environments. Experience within the financial services or advice industry is highly desirable.

Required Skills:

• UX Design & Strategy: Demonstrated ability to lead the entire UX design process, from user research and ideation to wireframing, prototyping, and user testing.

• UI Design & Visual Design: Strong aesthetic sensibilities, with a keen eye for detail, typography, color theory, and layout, ensuring visually appealing and user-friendly interfaces.

• Figma Mastery: Expert proficiency in Figma for designing, prototyping, and collaborating on complex design systems and user interfaces.

• Prototyping: Extensive experience creating interactive prototypes to effectively communicate design concepts and user flows.

• Design Thinking & User Research: Proven experience applying Design Thinking methodologies and conducting various user research techniques (e.g., interviews, usability testing, persona creation).

• Problem Solving: Exceptional ability to analyze complex problems, simplify them, and devise elegant, user-centered design solutions.

• Stakeholder Management & Influence: Strong communication and interpersonal skills to effectively collaborate with, influence, and present to cross-functional teams and stakeholders at all levels.

• Enterprise-Level Design: Experience designing for large-scale, complex applications, understanding the nuances of enterprise software and its user base.

Preferred Skills:

• Financial Services Industry Experience: Prior experience designing digital products within the financial services, banking, superannuation, or advice sectors.

• Design Systems: Experience in creating, maintaining, or contributing to robust design systems for enterprise applications.

• Agile/Scrum Methodologies: Familiarity with working in Agile development environments.

• Accessibility Standards: Knowledge of WCAG or other accessibility guidelines and their application in design.

• User Journey Mapping: Proficiency in creating detailed user journey maps to visualize and optimize customer experiences.

📝 Enhancement Note: The "Required Skills" are derived from the job description's emphasis on Figma, enterprise design, financial services experience, and the core responsibilities of leading design processes and influencing stakeholders. The preferred skills are common additions for senior roles in this domain.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• End-to-End Case Studies: Showcase 2-3 detailed case studies demonstrating your involvement in the entire UX/UI process for significant digital products. These should highlight your problem-solving approach, design decisions, and the impact of your work.

• Process Documentation: Illustrate your design process, including user research methodologies, ideation techniques, wireframing, prototyping, and usability testing. Clearly articulate why you made certain design choices.

• System Implementation Examples: Provide examples of how your designs have been implemented, particularly in enterprise environments. If possible, showcase contributions to or usage of design systems.

• Impact & ROI Demonstration: Quantify the impact of your designs where possible. This could include metrics related to user satisfaction, task completion rates, conversion improvements, or efficiency gains. For this role, demonstrating impact on financial wellbeing or customer engagement is key.

Process Documentation:

• Workflow Design & Optimization: Demonstrate your ability to map out complex user flows and workflows, identifying areas for simplification and improvement within financial services applications.

• Implementation & Automation: Show examples of how your designs facilitate seamless integration with backend systems and contribute to efficient user task completion.

• Measurement & Analysis: Detail how you use data, user feedback, and testing results to iterate on and improve designs, ensuring continuous optimization of the user experience.

📝 Enhancement Note: Given the senior nature of the role and the emphasis on enterprise-level solutions and product ownership, a robust portfolio demonstrating a structured design process and measurable impact is crucial. The financial services context necessitates showing an understanding of complex systems and user needs in that domain.

💵 Compensation & Benefits

Salary Range: Based on industry benchmarks for Senior UX Designers in Sydney, Australia, with 5-10 years of experience, and considering the financial services sector, an estimated annual salary range would be AUD $130,000 - $180,000. This range accounts for the seniority, specialized industry knowledge, and the cost of living in Sydney.

Benefits:

• Financial Wellbeing Programs: Access to Insignia Financial's own financial planning and advisory services, promoting personal financial health.

• Career Development: Opportunities for professional growth, including training, workshops, and potential for advancement within the UX/Product Design team or broader digital/product functions.

• Collaborative Work Environment: A supportive team culture focused on innovation, learning, and achieving impactful results in financial wellbeing.

• Modern Office Space: Access to a well-equipped office in Sydney, fostering collaboration and productivity.

• Comprehensive Health & Wellness: Likely includes health insurance, potential for wellness programs, and a focus on employee work-life balance.

• Generous Leave Policies: Standard annual leave, personal/carer's leave, and potentially other paid time off benefits.

Working Hours: A standard full-time work week, typically 38-40 hours, with a focus on flexibility where possible to accommodate project needs and personal commitments, though the role is specified as on-site.

📝 Enhancement Note: Salary is an estimate based on market research for Senior UX Designers in Sydney, Australia. Insignia Financial's focus on "financial wellbeing" suggests that employee benefits would likely reflect this mission. The "on-site" requirement implies a standard office-based work schedule.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services & Wellbeing. Insignia Financial is a prominent Australian financial services organization, focusing on providing a range of services including superannuation, investments, advice, and banking. Their mission is to help Australians achieve financial wellbeing.

Company Size: Insignia Financial is a large, publicly listed company. This implies a structured environment with established processes, significant resources, and opportunities for impact across a broad customer base. For operations professionals, this can mean working with established systems, clear career paths, and a focus on compliance and scalability.

Founded: Insignia Financial has a history dating back to 1987, evolving through mergers and acquisitions to become a leading player in the Australian financial sector. This long history suggests stability, deep industry knowledge, and a commitment to long-term growth and client relationships.

Team Structure:

• The Senior UX Designer will likely be part of the "Advice and Customer" division, working within a product or digital experience team.

• This team is expected to be cross-functional, comprising Product Managers, UX/UI Designers, Researchers, Business Analysts, and Developers.

• Reporting likely to a Head of UX, Design Lead, or Product Lead, with significant collaboration with stakeholders across various business units. Methodology:

• User-Centric Design: A strong emphasis on understanding and designing for the end-user, particularly in the context of financial advice and customer engagement.

• Data-Driven Decisions: Utilizing analytics, user feedback, and market research to inform design choices and measure impact.

• Agile Development: Likely operating within an Agile framework, involving iterative development cycles, sprint planning, and continuous feedback loops.

• Collaboration & Innovation: Fostering a culture where diverse perspectives are valued, and new ideas are encouraged to solve complex challenges in financial wellbeing.

Company Website: https://www.insigniafinancial.com.au/

📝 Enhancement Note: The company's focus on "financial wellbeing for every Australian" and "people-inspired tech" indicates a culture that values purpose-driven work and human-centered innovation. The size and industry suggest a need for operations professionals who can navigate complex organizational structures and regulatory environments while driving efficiency and user satisfaction.

📈 Career & Growth Analysis

Operations Career Level: This role is positioned as a Senior UX Designer, implying a significant level of autonomy, expertise, and responsibility. It sits above junior or mid-level designers and is a key contributor to product strategy and execution. Senior designers are expected to mentor junior team members, lead design initiatives, and influence product direction.

Reporting Structure: The Senior UX Designer will likely report to a Design Manager, Head of UX, or a Product Lead within the Advice and Customer division. They will work closely with Product Managers, Engineers, Researchers, and other stakeholders across the organization, requiring strong collaboration and communication skills.

Operations Impact: The Senior UX Designer will have a direct impact on how millions of Australians interact with their financial wellbeing tools and services. Their work will influence customer acquisition, retention, satisfaction, and ultimately, the company's ability to deliver on its mission of creating financial wellbeing. This role is critical in translating complex financial products into accessible and user-friendly experiences.

Growth Opportunities:

• Leadership Development: Opportunities to mentor junior designers, lead design critiques, and take ownership of larger, more complex projects, paving the way for potential Lead UX Designer or Design Manager roles.

• Specialization: Deepen expertise in specific areas of UX/UI design, such as user research, interaction design, design systems, or accessibility, within the financial services domain.

• Cross-Functional Exposure: Gain broader understanding of product management, engineering, and business strategy through close collaboration on high-impact projects.

• Industry Expertise: Develop specialized knowledge and a strong portfolio within the complex and evolving financial services industry, making them a valuable asset in this sector.

📝 Enhancement Note: The "Senior" title signifies a role with significant influence and growth potential beyond individual contribution, including mentorship and strategic input. The company's mission and scale offer opportunities to develop specialized expertise in a critical industry.

🌐 Work Environment

Office Type: This role is based on-site in Sydney, indicating a traditional office environment. Insignia Financial is a large organization, so the office is likely modern, well-equipped, and designed to foster collaboration and productivity.

Office Location(s): Sydney, NSW, Australia. This central location offers good accessibility for employees commuting within the metropolitan area.

Workspace Context:

• Collaborative Spaces: The office will likely feature a mix of open-plan workspaces, meeting rooms, and dedicated collaboration areas to facilitate teamwork and brainstorming sessions.

• Tools & Technology: Access to industry-standard design software (Figma), hardware, and potentially internal tools for project management and communication.

• Team Interaction: Ample opportunities for face-to-face interaction with design peers, product managers, developers, and other stakeholders, fostering a strong sense of team and shared purpose.

Work Schedule: A standard full-time schedule (e.g., Monday to Friday, 9 am to 5 pm) is expected. While the role is on-site, there may be some flexibility offered by the team for accommodating project deadlines or personal needs, but the core expectation is presence in the office.

📝 Enhancement Note: The on-site nature of the role in a major city like Sydney suggests a professional office setting with standard working hours, emphasizing in-person collaboration.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A recruiter or hiring manager will likely review your application and resume, focusing on your experience, skills, and alignment with the role requirements.

• Portfolio Review & Presentation: You will be asked to present your portfolio, showcasing key case studies that demonstrate your UX/UI process, problem-solving abilities, and impact. Be prepared to discuss your design decisions, user research, and the outcomes of your projects.

• Technical/Design Challenge: A practical exercise may be part of the process, such as a design critique, a short design sprint, or a problem-solving task related to financial services, to assess your skills in real-time.

• Stakeholder/Team Interviews: Interviews with Product Managers, fellow designers, and potentially business stakeholders to assess your collaboration style, communication skills, and cultural fit within the "Advice and Customer" team.

• Final Interview: A discussion with senior leadership to finalize the decision, focusing on strategic thinking, leadership potential, and overall fit with Insignia Financial's mission.

Portfolio Review Tips:

• Curate Selectively: Focus on 2-3 of your strongest, most relevant case studies that demonstrate end-to-end UX/UI ownership and impact, ideally within complex or enterprise environments.

• Tell a Story: Structure your case studies to clearly articulate the problem, your role, your process, your solutions, and the measurable results. Use visuals effectively to illustrate your journey.

• Highlight Process: Emphasize how you arrived at your solutions, not just the final designs. Showcase your user research, ideation, testing, and iteration.

• Quantify Impact: Whenever possible, use data and metrics to demonstrate the success of your designs. For this role, frame impact in terms of user adoption, satisfaction, efficiency, or financial wellbeing.

• Tailor to Insignia: Show an understanding of Insignia Financial's mission and the financial services industry. If you have relevant experience, make it prominent.

Challenge Preparation:

• Understand the Domain: Familiarize yourself with common user challenges and opportunities in financial advice, superannuation, and personal finance management.

• Practice Design Exercises: Be ready to tackle tasks that involve user flows, wireframing, or identifying UX issues within a given scenario.

• Articulate Rationale: For any design decisions or problem-solving approaches, be prepared to clearly explain your reasoning, linking it back to user needs and business goals.

• Think Holistically: Consider not just the user interface but also the broader user experience, including edge cases and potential system integrations.

📝 Enhancement Note: The interview process is standard for senior design roles, with a heavy emphasis on portfolio presentation and demonstrating strategic thinking and problem-solving within the specific industry context.

🛠 Tools & Technology Stack

Primary Tools:

• Figma: This is explicitly mentioned as a required mastery. Expect to use it for all aspects of UI design, prototyping, and potentially design system management.

• Prototyping Tools: While Figma is primary, familiarity with other prototyping tools (e.g., InVision, Adobe XD) may be beneficial.

• User Research Tools: Experience with tools for surveys (e.g., SurveyMonkey, Qualtrics), usability testing platforms (e.g., UserTesting.com), and potentially session recording/analytics (e.g., Hotjar, FullStory).

Analytics & Reporting:

• Web Analytics: Familiarity with tools like Google Analytics or Adobe Analytics to understand user behavior on digital platforms.

• Data Visualization: Experience with tools like Tableau or Power BI for analyzing and presenting user data and design performance metrics.

CRM & Automation:

• CRM Systems: While not directly a design tool, understanding how UX/UI integrates with CRM systems (e.g., Salesforce) can be advantageous in enterprise environments.

• Project Management & Collaboration: Tools like Jira, Confluence, Asana, or Trello for managing design tasks, tracking progress, and collaborating with development teams.

📝 Enhancement Note: Figma is the central tool. The other tools listed are common in a modern digital product development environment and are relevant for a Senior UX Designer interacting with various teams and data sources.

👥 Team Culture & Values

Operations Values:

• User-Centricity: A deep commitment to understanding and serving the needs of users, particularly in the sensitive area of financial wellbeing.

• Integrity & Trust: Upholding the highest standards of ethical conduct and transparency, crucial in the financial services industry.

• Collaboration & Teamwork: Working effectively with diverse teams to achieve shared goals, valuing collective effort and shared success.

• Innovation & Growth: Encouraging a mindset of continuous learning, experimentation, and pushing boundaries to create better financial experiences.

• Impactful Contribution: Focusing on delivering meaningful results that positively affect the financial lives of Australians.

Collaboration Style:

• Cross-functional Integration: Actively engaging with product, engineering, research, marketing, and business stakeholders to ensure alignment and cohesive product development.

• Open Communication: Fostering an environment where ideas can be freely shared, feedback is constructively given and received, and design rationale is clearly articulated.

• Design Thinking Workshops: Participating in and potentially leading workshops to brainstorm solutions, map user journeys, and align teams on design direction.

• Mentorship & Knowledge Sharing: A culture where senior members mentor junior staff, and knowledge is shared across the design and product teams to elevate collective capabilities.

📝 Enhancement Note: Insignia Financial's stated mission strongly influences their culture, emphasizing purpose, integrity, and a human-centered approach, which is vital for a UX role in financial services.

⚡ Challenges & Growth Opportunities

Challenges:

• Navigating Complex Financial Regulations: Designing intuitive experiences within a highly regulated industry requires a keen understanding of compliance requirements and risk management.

• Balancing User Needs with Business Objectives: Effectively reconciling diverse stakeholder demands, technical constraints, and user needs to create optimal solutions.

• Driving Adoption of New Technologies/Features: Persuading users and internal stakeholders of the value of new digital tools and design approaches, especially in a traditionally conservative sector.

• Simplifying Complex Financial Concepts: Translating intricate financial products, advice processes, and superannuation details into easily understandable and actionable user interfaces.

Learning & Development Opportunities:

• Advanced UX/UI Specialization: Opportunities to deepen expertise in areas like behavioral economics, financial psychology, or advanced interaction design for complex systems.

• Industry Certifications: Pursuing relevant certifications in UX, product management, or financial services to enhance professional credentials.

• Leadership Training: Developing skills in mentoring, team leadership, and strategic planning through company-provided programs or external courses.

• Exposure to High-Profile Projects: Working on initiatives that reach millions of Australians, providing significant portfolio-building experience and industry recognition.

📝 Enhancement Note: The challenges are inherent to the financial services industry and the senior level of the role, requiring strategic thinking and adaptability. The growth opportunities align with typical career progression for senior designers.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you had to design for a highly regulated industry. How did you balance user needs with compliance requirements?" (Focus on your process, risk assessment, and trade-offs.)

• "Walk us through a complex UX challenge you faced and how you simplified it for the end-user. What was the outcome?" (Highlight your problem-solving methodology, user research, and impact.)

• "How do you approach influencing stakeholders who have different priorities or a less user-centric perspective?" (Discuss your communication strategies, data-driven arguments, and negotiation skills.) Company & Culture Questions:

• "What interests you about Insignia Financial and our mission to create financial wellbeing for Australians?" (Research the company's mission, values, and recent initiatives.)

• "How do you see your UX design skills contributing to the 'Advice and Customer' division specifically?" (Connect your experience to the role's responsibilities and the company's strategic goals.)

• "Describe your experience working in a large enterprise environment. What are the unique challenges and opportunities?" (Demonstrate your understanding of scale, process, and cross-functional collaboration.) Portfolio Presentation Strategy:

• Structure for Impact: Begin with a high-level overview of Insignia Financial and the role, then present your strongest case study, focusing on the "problem, solution, outcome" narrative in detail.

• Emphasize Process & Rationale: For each step in your case study (research, ideation, design, testing), explain why you made those choices and what insights guided you.

• Showcase Figma Expertise: Be prepared to discuss your Figma workflow, how you manage complex components, and create interactive prototypes.

• Quantify Results: Clearly present any metrics or data that demonstrate the success and impact of your designs, linking them to user satisfaction or business objectives.

• Engage and Discuss: Treat the presentation as a conversation. Be open to questions and ready to elaborate on specific aspects of your work.

📝 Enhancement Note: Interview preparation should focus on demonstrating strategic thinking, a deep understanding of the UX process, and the ability to apply these skills within the specific context of financial services and enterprise-level product development.

📌 Application Steps

To apply for this Senior UX Designer position:

• Submit your application through the provided link on the Insignia Financial careers page.

• Portfolio Customization: Tailor your portfolio to highlight 2-3 key case studies that best demonstrate your end-to-end UX/UI process, problem-solving skills, and impact, with a preference for enterprise-level or financial services experience.

• Resume Optimization: Ensure your resume clearly articulates your years of experience, mastery of Figma, experience with user research, and any relevant financial industry background. Use keywords from the job description.

• Interview Preparation: Practice presenting your portfolio, focusing on storytelling, your design rationale, and quantifying the impact of your work. Prepare answers to common UX strategy and behavioral questions.

• Company Research: Thoroughly research Insignia Financial's mission, values, recent projects, and the financial services landscape in Australia to demonstrate genuine interest and cultural fit.

⚠️ 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.