Tech Cons-Tech and Platforms-Exp Design-UX/UI Designer-FSO-Manager - Multiple Positions - 1739158

📍 Job Overview

Job Title: UX/UI Designer - Manager (Financial Services Office)

Company: EY

Location: Stamford, CT, United States

Job Type: Full-time

Category: Technology Consulting / Experience Design

Date Posted: 2026-08-31

Experience Level: 5-10 years

Remote Status: Hybrid

🚀 Role Summary

• Drive user-centered design for digital products within the financial services sector, ensuring exceptional user experiences and alignment with client product visions.

• Manage and mentor design teams, fostering a collaborative environment for innovation and efficient solution delivery.

• Conduct and oversee user research, stakeholder interviews, and workshops to inform design strategies and identify user needs.

• Develop and present design deliverables, including sitemaps, wireframes, prototypes, and visual designs, with a strong emphasis on data visualization and typography.

• Cultivate strong client relationships and identify business development opportunities through consistent delivery of high-quality consulting services.

📝 Enhancement Note: This role is positioned as a Manager within EY's Technology Consulting practice, specifically focusing on Experience Design for the Financial Services Office (FSO). The emphasis is on both hands-on design execution and team leadership, requiring a blend of strategic thinking, client management, and deep UX/UI expertise within the complex financial services landscape.

📈 Primary Responsibilities

• Lead the end-to-end user experience design process for digital platforms and applications within the financial services industry.

• Translate complex business requirements, user needs, and cross-functional team inputs into intuitive and effective UX/UI design solutions.

• Manage the creation and iteration of design deliverables, including sitemaps, wireframes, user flows, interactive prototypes, and high-fidelity visual designs.

• Conduct comprehensive UX research, including service design, journey mapping, persona development, contextual interviews, and ethnography, to deeply understand user behaviors and needs.

• Implement and oversee user-centered design methodologies, including usability heuristics and inclusive design principles, to ensure accessibility and optimal user satisfaction.

• Facilitate design thinking workshops and brainstorming sessions with clients and internal teams to drive innovation and problem-solving.

• Oversee the visual design aspects of projects, ensuring strong typography, aesthetic coherence, and compelling data visualization where applicable.

• Collaborate closely with product managers, engineers, business analysts, and other stakeholders to ensure seamless integration of design solutions.

• Mentor and guide junior designers, fostering their professional development and ensuring adherence to design best practices and quality standards.

• Contribute to business development efforts by identifying opportunities for new projects and expanding EY's service offerings within client organizations.

📝 Enhancement Note: The responsibilities highlight a strategic oversight role, requiring the Manager to not only execute design but also to manage teams and client relationships. The emphasis on financial services experience and a broad range of UX research and design methodologies indicates a need for a seasoned professional capable of navigating complex client environments.

🎓 Skills & Qualifications

Education:

• Bachelor’s degree in Computer Science, Information Systems Management, Human Computer Interaction, Interactive Media, Interaction Design, Human Factors, Cognition Psychology, Cognitive Science, Communications, Informatics and Design, or a related field.

• Alternatively, a Master’s degree in a similar field is acceptable. Experience:

• Minimum of 5 years of progressive, post-baccalaureate experience in UX/UI design or a related field (with a Bachelor's degree).

• Minimum of 4 years of progressive experience in UX/UI design or a related field (with a Master's degree). Required Skills:

• Minimum 4 years of experience in UX design specifically within a financial services company (e.g., wealth management, banking & capital markets, insurance) OR providing UX design consulting services to such companies.

• Minimum 4 years of hands-on experience with prototyping software, including proficiency in one or a combination of: Figma, Sketch, InDesign, InVision, UXPin, OmniGraffle, Framer.js, and/or Quartz Composer.

• Minimum 4 years of experience applying user-centered design principles, including Wireframes, Information Architecture, Content Management/Taxonomy, and User Stories.

• Minimum 4 years of experience with user testing methodologies, including usability heuristics and inclusive design practices.

• Minimum 4 years of experience in UX Research methodologies, such as Service Design, Journey Mapping, Persona Development, Contextual Interviews, and Ethnography.

• Minimum 4 years of experience translating business requirements and goals, end-user needs, and inputs from cross-functional teams into robust UX design solutions.

• Minimum 2 years of experience in Visual Design, with a strong understanding of typography and data visualization principles. Preferred Skills:

• Experience in managing and mentoring design teams.

• Proven ability to facilitate client workshops and lead design thinking sessions.

• Strong understanding of agile development methodologies.

• Excellent presentation and communication skills, with the ability to articulate complex design concepts to diverse audiences.

• Experience with broader consulting frameworks and client relationship management.

📝 Enhancement Note: The experience requirements are highly specific, with a strong emphasis on direct financial services industry experience or consulting for it, alongside extensive experience in core UX/UI disciplines and specific tools. The combination of education and experience (e.g., Bachelor's + 5 years, Master's + 4 years) suggests a need for a candidate who has progressed rapidly in their career.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Showcase a minimum of 3-5 distinct UX/UI design projects, with at least one project specifically demonstrating experience within the financial services sector.

• Projects should clearly illustrate the candidate's role, the design process followed, and the impact of their contributions.

• Include examples of sitemaps, wireframes, user flows, interactive prototypes, and final visual designs.

• Demonstrate proficiency in key UX/UI tools such as Figma, Sketch, or InVision.

• Highlight the application of user-centered design principles, user research methodologies, and testing outcomes. Process Documentation:

• Provide detailed case studies that walk through the problem statement, user research findings, design iterations, and final solutions.

• Clearly articulate the user research methods employed (e.g., journey maps, personas, usability testing) and the insights gained.

• Detail the rationale behind key design decisions, linking them back to business objectives and user needs.

• Showcase how user feedback and testing results were incorporated to refine designs and improve user experience.

• Include examples of how data visualization was used to communicate complex information effectively within designs.

📝 Enhancement Note: A robust portfolio is critical for this role, as it will be used to assess not only design skill but also the ability to manage complex projects and deliver results within a consulting context. The emphasis on financial services projects and detailed case studies is paramount.

💵 Compensation & Benefits

Salary Range:

• The base salary for this position is specified as $167,330.00 per year. Benefits:

• Comprehensive medical and dental coverage.

• Pension plan.

• 401(k) plan.

• Wide range of paid time off options.

• Flexible vacation policy.

• Paid holidays.

• Designated Winter/Summer breaks.

• Personal/Family Care leave.

• Other leaves of absence as needed. Working Hours:

• Full-time employment, Monday – Friday.

• 40-45 hours per week.

• Standard working hours: 8:30 am – 5:30 pm.

📝 Enhancement Note: The provided salary is specific, and the benefits package is comprehensive, typical of a large professional services firm like EY. The mention of a hybrid model with an expectation of 40-60% in-person time over the course of an engagement highlights the blended nature of the work environment.

🎯 Team & Company Context

🏢 Company Culture

Industry: Professional Services / Consulting (Technology, Financial Services)

EY operates within the global professional services industry, with a significant focus on technology consulting and specialized services for the Financial Services Office (FSO). This context means the company culture is driven by client needs, project-based work, and a commitment to delivering high-value solutions. The emphasis on "Building a better working world" suggests a culture of purpose-driven work and continuous improvement.

Company Size: EY is a very large global organization, with tens of thousands of employees worldwide, indicating a structured environment with extensive resources, diverse career paths, and established processes. This scale provides opportunities for broad impact and cross-functional collaboration.

Founded: EY was founded in 1989 through a merger, with its roots tracing back much further. This long history in professional services signifies a stable and experienced organization with deep industry knowledge and established client relationships.

Team Structure:

• The UX/UI Designer role is part of the Technology Consulting practice, specifically within the Experience Design group serving the Financial Services Office (FSO).

• This team likely comprises a mix of UX/UI designers, researchers, visual designers, and potentially strategists, reporting up through management layers within the consulting service line.

• Collaboration is expected to be highly cross-functional, involving engagement managers, project managers, client IT and business teams, and other EY specialists (e.g., data analytics, cybersecurity). Methodology:

• Data-Driven Insights: EY emphasizes using data and technology to provide insights to clients. This role will involve leveraging user research data and performance metrics to inform design decisions.

• Client-Centric Approach: The core methodology revolves around understanding and solving client problems, requiring a consultative approach that prioritizes client success and relationship building.

• Agile & Iterative Design: While not explicitly stated in the core description, consulting environments often employ agile methodologies, necessitating iterative design processes and rapid prototyping.

Company Website: https://www.ey.com/en_us/

📝 Enhancement Note: The company context emphasizes EY's role as a global professional services firm. The specific focus on Technology Consulting within the Financial Services Office (FSO) is crucial. This means the role operates at the intersection of cutting-edge technology design and the regulated, complex environment of financial institutions.

📈 Career & Growth Analysis

Operations Career Level: Manager

As a Manager, this role is positioned at a mid-to-senior level within EY's consulting structure. It involves significant responsibility for project delivery, client management, and team leadership. This level typically requires a solid track record of successful project execution, client satisfaction, and the ability to mentor and develop junior staff. The role is expected to contribute to business development and client relationship management.

Reporting Structure:

The UX/UI Designer Manager will likely report to a Senior Manager or Partner within the Technology Consulting practice, specifically within the Experience Design or FSO service line. They will manage a team of UX/UI designers and potentially researchers, guiding their work on client engagements.

Operations Impact:

The impact of this role is directly tied to enhancing the digital capabilities and user experiences of financial services clients. Successful UX/UI design by this manager and their team can lead to:

• Increased customer engagement and satisfaction.

• Improved operational efficiency through intuitive interfaces.

• Reduced support costs due to better user self-service.

• Enhanced brand perception and competitive advantage for clients.

• Direct contribution to EY's revenue through successful project delivery and client retention. Growth Opportunities:

• Leadership Progression: Clear path to Senior Manager and Partner roles within EY's Technology Consulting practice, focusing on account management, practice leadership, and business development.

• Specialization: Deepen expertise in specific areas of financial services (e.g., FinTech, RegTech, Wealth Management) or advanced design disciplines (e.g., AI-driven UX, immersive experiences).

• Cross-Functional Development: Opportunities to gain exposure to other EY service lines (e.g., Strategy, Data Analytics, Cybersecurity) to offer more holistic client solutions.

• Learning & Development: Access to EY's extensive learning resources, certifications, and training programs to continuously enhance both technical and consulting skills.

📝 Enhancement Note: The "Manager" title in a consulting firm like EY signifies a transition from individual contributor to a leadership role. The growth trajectory emphasizes not just design expertise but also business acumen, client relationship management, and practice development.

🌐 Work Environment

Office Type: Hybrid - Team-led and leader-enabled hybrid model.

EY operates a hybrid work model, with the expectation that employees in client-serving roles will work together in person 40-60% of the time over the course of an engagement, project, or year. This implies a mix of remote work and in-office collaboration, often at client sites or EY offices.

Office Location(s):

The primary work location is Stamford, CT. However, the role requires travel up to 80% of the time, with 20% potentially being international, to serve client needs. This indicates that while Stamford is the administrative base, the work is highly mobile and client-dependent.

Workspace Context:

• Collaborative Environment: The hybrid model is designed to foster collaboration, allowing teams to connect in person for critical project phases, workshops, and strategic planning, while leveraging remote tools for daily tasks and focused work.

• Operations Tools and Technology: Employees will have access to EY's standard suite of collaboration and productivity tools, alongside specialized UX/UI design software.

• Client Interaction: A significant portion of the workspace context will involve interacting with clients, both remotely and on-site, requiring adaptability and strong professional presence.

Work Schedule:

The standard work schedule is Monday to Friday, 40-45 hours per week, typically from 8:30 am to 5:30 pm. However, the demanding nature of consulting, especially with extensive travel, may require flexibility beyond these hours depending on client project deadlines and demands.

📝 Enhancement Note: The "hybrid model" with a significant travel component is a key aspect of this role. Candidates should be prepared for frequent travel and understand that the "office" is often wherever the client engagement requires. The 40-60% in-person expectation suggests structured team collaboration time within the hybrid framework.

📄 Application & Portfolio Review Process

Interview Process:

1. Initial Screening: A recruiter or HR representative will likely conduct an initial phone screen to assess basic qualifications, experience alignment, and cultural fit.

2. Hiring Manager Interview: A discussion with the hiring manager (likely a Senior Manager or Partner) to delve deeper into experience, leadership capabilities, and specific project examples.

3. Technical/Design Assessment: This may involve a portfolio review presentation, a design challenge, or a case study discussion focusing on UX/UI methodologies, problem-solving skills, and financial services domain knowledge.

4. Team/Peer Interviews: Interviews with potential team members or peers to assess collaboration style and fit within the existing team dynamics.

5. Final Interview: Potentially with a senior leader (e.g., Partner) to discuss strategic alignment, business development potential, and overall fit for the Manager role.

Portfolio Review Tips:

• Curate Strategically: Select projects that best showcase your experience in UX/UI design, user research, prototyping, and visual design, with a strong emphasis on financial services if possible.

• Structure Your Narrative: For each project, clearly articulate the problem, your role and responsibilities, the process you followed (research, ideation, design, testing), key challenges, your solutions, and the measurable outcomes or impact.

• Highlight Financial Services Context: If you have FSO experience, explicitly detail the unique challenges and solutions relevant to that industry (e.g., regulatory compliance, data security, complex user workflows).

• Demonstrate Process: Show your thought process, not just the final deliverables. Include sketches, wireframes, user flows, and iterations that demonstrate how you arrived at the final design.

• Quantify Impact: Whenever possible, use data and metrics to demonstrate the success of your designs (e.g., improved conversion rates, reduced task completion times, increased user satisfaction scores).

• Be Prepared for Questions: Anticipate questions about your design decisions, how you handle feedback, how you collaborate with cross-functional teams, and how you manage project scope and timelines.

Challenge Preparation:

• Design Challenge: Be prepared for a hypothetical UX design problem, likely related to financial services. Focus on a structured approach: problem definition, user research assumptions, key user personas, core user flows, wireframing key screens, and outlining a testing plan.

• Case Study Presentation: Practice presenting one of your portfolio projects concisely and compellingly, focusing on the business problem and the impact of your design solution.

• Consulting Acumen: Be ready to discuss how you would approach client engagements, manage stakeholder expectations, and contribute to business development.

📝 Enhancement Note: The interview process is designed to assess not only design talent but also consulting skills, leadership potential, and client-facing capabilities. A well-prepared portfolio and practice presentations are crucial for success.

🛠 Tools & Technology Stack

Primary Tools:

• Prototyping & Design: Figma, Sketch, InVision, Adobe Creative Suite (InDesign, Illustrator, Photoshop), UXPin, Framer.js, Quartz Composer. Proficiency in at least one of these is mandatory.

• UX Research: Tools for conducting user interviews, surveys, usability testing (e.g., UserTesting.com, Lookback), and analysis.

• Collaboration & Project Management: Tools like Jira, Confluence, Microsoft Teams, Slack, Asana, Trello are likely used for team communication and workflow management.

Analytics & Reporting:

• Web/App Analytics: Tools such as Google Analytics, Adobe Analytics, Mixpanel, Amplitude for tracking user behavior and measuring design impact.

• Data Visualization: Tools like Tableau, Power BI, or libraries within design tools for creating dashboards and presenting data insights effectively.

CRM & Automation:

• While not directly a CRM role, understanding how UX/UI designs integrate with CRM systems (e.g., Salesforce) and marketing automation platforms (e.g., Marketo, HubSpot) might be beneficial for a holistic understanding of the client's digital ecosystem.

• Integration Tools: Familiarity with how different platforms connect and exchange data can be advantageous.

📝 Enhancement Note: The required skills list explicitly mentions several key design and prototyping tools. Candidates should be prepared to demonstrate proficiency in these tools and discuss their application in real-world projects. Understanding the broader technology landscape, including analytics and potentially CRM, adds value.

👥 Team Culture & Values

Operations Values:

• Client Focus: A primary value is delivering exceptional service and value to clients, ensuring their business objectives are met through effective design solutions.

• Collaboration: Emphasis on teamwork, open communication, and mutual support among team members, fostering a collective approach to problem-solving.

• Excellence & Quality: Commitment to high standards in design execution, research rigor, and client deliverables, striving for impactful and innovative solutions.

• Continuous Learning & Adaptability: Encouraging professional growth, staying abreast of industry trends, and adapting to new technologies and methodologies in the rapidly evolving UX/UI and consulting landscape.

• Integrity & Trust: Upholding ethical standards and building trust with clients and colleagues through transparent communication and reliable delivery.

Collaboration Style:

• Cross-Functional Integration: The role requires seamless collaboration with diverse teams, including business consultants, IT specialists, data analysts, and client stakeholders, bridging the gap between user needs and technical implementation.

• Process Review & Feedback: An environment where design processes are regularly reviewed, and constructive feedback is exchanged to drive continuous improvement and innovation.

• Knowledge Sharing: A culture that promotes sharing best practices, insights, and learnings across projects and teams, contributing to the collective knowledge base of the organization.

📝 Enhancement Note: EY's stated values of "Building a better working world" and its emphasis on continuous learning, integrity, and collaboration are central. For this role, these translate into a professional, client-centric, and team-oriented approach to design and consulting.

⚡ Challenges & Growth Opportunities

Challenges:

• Navigating Complex Financial Services Landscape: Understanding and designing for the unique regulatory, security, and user complexities inherent in financial services organizations.

• Managing Stakeholder Expectations: Balancing the needs of various client stakeholders, who may have differing priorities and levels of design understanding.

• Rapidly Evolving Technology: Keeping pace with advancements in design tools, methodologies, and emerging technologies (e.g., AI, blockchain) relevant to digital product design.

• Balancing Design Vision with Business Constraints: Effectively advocating for user-centric design while adhering to project timelines, budgets, and technical limitations.

• Extensive Travel Requirements: Adapting to a demanding travel schedule and maintaining work-life balance while frequently being on client sites.

Learning & Development Opportunities:

• Advanced UX/UI Specializations: Opportunities to deepen expertise in areas like service design, interaction design for complex systems, accessibility, or specialized financial technology design.

• Consulting Skills Enhancement: Access to training programs focused on client management, business development, project leadership, and strategic consulting.

• Industry Certifications: Support for obtaining relevant professional certifications in UX, design thinking, or project management.

• Mentorship Programs: Opportunities to be mentored by senior leaders within EY and to mentor junior designers, fostering leadership development.

• Exposure to Diverse Industries: While focused on FSO, potential opportunities to contribute to projects in other sectors, broadening industry knowledge.

📝 Enhancement Note: The challenges are typical of senior consulting roles, requiring strong problem-solving skills, adaptability, and resilience. The growth opportunities are substantial, offering a clear path for career advancement within EY's extensive professional development framework.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you had to balance conflicting stakeholder requirements in a design project. How did you resolve it?" (Focus on communication, negotiation, and finding a user-centric compromise.)

• "How would you approach designing a new mobile banking application feature for a specific segment of the financial services market (e.g., Gen Z investors)?" (Outline your research, ideation, design, and testing process.)

• "Walk me through a complex UX challenge you faced, detailing your problem-solving methodology and the outcome." (Use the STAR method: Situation, Task, Action, Result. Emphasize your process and impact.) Company & Culture Questions:

• "What do you know about EY's approach to technology consulting and its work within the financial services industry?" (Research EY's FSO offerings, recent projects, and thought leadership.)

• "How do you see yourself contributing to EY's culture of 'Building a better working world' in this role?" (Connect your values and work ethic to EY's mission.)

• "Describe your experience working in a hybrid or consulting environment. How do you ensure effective collaboration and client engagement?" (Highlight your adaptability, communication skills, and ability to work independently and as part of a team.) Portfolio Presentation Strategy:

• Tell a Story: For each project, frame it as a narrative: the problem, the users, your journey, the solution, and the impact.

• Focus on Process & Rationale: Explain why you made certain design decisions, referencing user research, heuristics, or business goals. Show your iterative process.

• Quantify Achievements: Use metrics and data to demonstrate the success of your designs. If direct metrics are unavailable, discuss projected impact or qualitative feedback.

• Highlight Financial Services Relevance: If presenting a non-FSO project, draw parallels to how your skills and approach would translate to the financial services context.

• Be Concise and Engaging: Practice your presentation to fit within the allotted time, maintaining energy and clarity. Be prepared for in-depth Q&A.

📝 Enhancement Note: Preparing specific examples using the STAR method and researching EY's specific offerings in financial services technology consulting will be crucial. The portfolio presentation is a key component, so practicing a compelling narrative is essential.

📌 Application Steps

To apply for this operations position:

• Submit your application through the EY careers portal using Job Number 1739158.

• Tailor your Resume: Highlight experience directly relevant to UX/UI design, financial services, user research, prototyping tools (Figma, Sketch, etc.), and management responsibilities. Use keywords from the job description.

• Prepare Your Portfolio: Ensure your portfolio is polished, well-organized, and clearly demonstrates your UX/UI design process, specific project examples (especially in financial services), and measurable outcomes. Be ready to present it.

• Practice Interview Responses: Prepare answers for common behavioral, situational, and technical questions, focusing on your experience in consulting, client management, and design leadership. Use the STAR method for examples.

• Research EY: Familiarize yourself with EY's Technology Consulting practice, its FSO offerings, recent news, and its company values to demonstrate genuine interest and cultural alignment.

⚠️ 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.