Role Description You're not just designing screens — you're defining how humans and AI systems work together in one of the most high-stakes industries in the world. This role sits at the intersection of product design, AI behavior design, and design system engineering, and it's built for someone who wants to set the standard for what agentic UX looks like in financial services. You'll be embedded with a product team building the conversational intelligence layer for Advisor360°'s platform — the AI assistant that advisors and their clients use to get things done. You're not downstream of decisions; you're in the room where the experience is defined, shaping what the product does before engineering picks it up. Here’s What You’ll Do: - Own the experience definition for your product team — determine how advisors and clients interact with the platform, from AI message rendering to multi-modal response containers, before a single pixel is handed off. - Define how the AI assistant participates as a UX actor — design the visual and behavioral patterns that distinguish AI messages from human ones, surface tool execution in-thread, and handle streaming responses gracefully. - Design for three participants — advisor, client, and AI — each with distinct information needs, permission levels, and interaction patterns, including intent previews, confidence indicators, and progressive disclosure in chat. - Build and maintain a design system built for agent consumption — semantic naming conventions, design token architecture, Auto Layout for responsive intent, and CLAUDE.md-encoded instructions that make the system executable by AI agents. - Create predictability within uncertainty — establish structural consistency in tone, format, and response shape so users can build a mental model they trust even when AI output varies. - Prototype fast and evaluate running builds — use Claude Code, Figma MCP, or equivalent AI tools to go from concept to testable artifact without waiting for engineering, then validate on functional prototypes rather than static mockups. - Champion accessibility from the ground up — encode WCAG AA compliance into the token architecture by default, and own the UX-side of AI content distinguishability for regulatory purposes. - Stay one sprint upstream — the next feature's UX is defined and approved before the current one ships, keeping the PM and Tech Lead unblocked and aligned. Qualifications - 5+ years of product design experience, with a portfolio that demonstrates systems thinking alongside strong visual and interaction craft. - Demonstrated experience designing for AI or ML-driven products — you understand non-deterministic systems and have designed correction and redirection affordances before. - Deep hands-on fluency with Figma, including component architecture, design variables/tokens, and Auto Layout. - Experience building or contributing to a shared design system, including governance, documentation, and cross-team adoption. - Ability to prototype in code or with AI-assisted tools — you don't wait for engineering to test a concept. - Strong product instincts — you can evaluate a plan's UX implications in a technical review, not just in a design critique. Requirements - Experience designing conversational UI or chat-based interfaces, particularly in enterprise or regulated industries. - Familiarity with WCAG AA standards and designing for accessibility at the system level. - Exposure to financial services, wealthtech, or other compliance-sensitive product environments. - Experience authoring structured AI-readable documentation (CLAUDE.md, prompt-based design governance, or equivalent). Benefits - Competitive base salaries and annual performance-based bonuses. - Equity value sharing with colleagues. - Comprehensive health benefits, including dental, life, and disability insurance. - Unlimited paid time off program. Company Description Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines. The estimated base salary range for this position is $180,000 – $200,000 + bonus & equity.

• Conduct user interviews, surveys, and qualitative and quantitative user research. • Analyze user behavior to develop user personas and customer journey maps. • Translate research findings into actionable product and design recommendations. • Support product strategy through data-driven user insights. • Design intuitive wireframes, high-fidelity mockups, and user interfaces for web and mobile applications. • Develop user experiences focused on usability, engagement, and conversion rate optimization (CRO). • Create polished, user-centered product experiences that align with business objectives. • Continuously improve interface usability through iterative design. • Build interactive prototypes using Figma and other prototyping tools. • Conduct usability testing and validate design decisions through user feedback. • Iterate designs rapidly based on analytics and testing results. • Collaborate with stakeholders throughout the product development lifecycle. • Utilize AI-powered design tools to accelerate ideation, research synthesis, and design execution. • Integrate AI into daily design workflows to improve productivity and efficiency. • Design intuitive AI-native product experiences. • Continuously explore emerging AI design patterns and workflows. • Build, maintain, and scale comprehensive design systems. • Collaborate closely with product managers, developers, and marketing teams. • Ensure design consistency across products and platforms. • Support implementation through detailed design specifications and developer collaboration.

• Lead user-centred design across the full product lifecycle, from discovery to delivery. • Conduct user research, interviews, usability testing and data analysis to uncover customer insights. • Transform research into user journeys, information architecture, wireframes, prototypes and high-fidelity designs. • Collaborate closely with Product Managers and Engineers to define, validate and deliver new features and product improvements. • Champion accessibility, usability and interaction design best practices. • Facilitate workshops, design reviews and stakeholder discussions to build alignment and consensus. • Communicate design decisions confidently, using research and data to support recommendations. • Contribute to and evolve our design system and visual language. • Use qualitative and quantitative insights to measure success and continuously improve the user experience. • Balance speed and quality, making thoughtful design trade-offs to deliver value quickly within an Agile environment.

• Lead the design process from concept to completion, including user research, wireframing, prototyping, and high-fidelity design. • Conduct user interviews, surveys, and usability tests to gather insights and validate design decisions. • Partner with product managers, engineers, customer experience and stakeholders to align designs with business goals and technical constraints. • Lead workshops and brainstorming sessions to foster innovative design solutions and encourage team collaboration. • Develop and maintain a cohesive design system to ensure consistency across the Qostodian platform. • Utilize analytics and user feedback to iterate and improve the user experience continually. • Ensure all designs meet accessibility standards and best practices in UX/UI design. • Present design concepts to stakeholders and advocate for user-centered design principles. • Gather and incorporate feedback from users and stakeholders to refine designs.