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About the Role

Cambridge Investment Research is seeking a Manager, Product Design to lead and mature Product Design as a critical enterprise capability. This leader will manage the Product Design team, serve as a key member of the Product Strategy leadership team, and help shape exceptional digital experiences for financial professionals, associates, and clients. This is a player-coach role focusing on people leadership, design strategy, and operating model maturity, while also remaining hands-on in producing design artifacts for strategic initiatives.

Responsibilities

Develop Product Design strategy aligned to Cambridge’s product taxonomy, portfolio priorities, product operating model, and enterprise product strategy.
Establish standards for interaction design, visual design, information architecture, service design, usability, accessibility, research quality, and design governance.
Strengthen Product-Design-Engineering partnerships and promote shared accountability for outcomes.
Help shift teams from late-stage design handoffs to continuous discovery and evidence-based decision-making.
Build DesignOps practices for intake, capacity planning, prioritization, design rituals, review processes, operational metrics, and governance.
Produce design artifacts for strategic, complex, ambiguous, or high-priority product initiatives.
Lead and contribute to discovery workshops, journey maps, service blueprints, workflow models, wireframes, prototypes, concepts, usability tests, and research synthesis.
Model strong design practices through direct involvement in product discovery, customer validation, design critiques, and executive-ready experience storytelling.
Partner with Product, Engineering, Data, Operations, Compliance, and business stakeholders to translate customer insights into practical product direction.
Lead, mentor, and develop Product Designers while setting expectations for design craft, collaboration, discovery, and product impact.
Build career frameworks, competency models, coaching practices, growth paths, and future design leadership capability.
Recruit, hire, onboard, retain, and develop high-performing design professionals.
Foster a culture focused on quality, accountability, customer outcomes, learning, and cross-functional partnership.
Establish scalable user research practices, templates, repositories, governance, and insight-sharing routines.
Lead design system governance, reusable patterns, component standards, and experience guidelines in partnership with Engineering.
Establish accessibility and inclusive design practices in a regulated financial services environment.
Guide design strategy for AI-enabled experiences, intelligent workflows, recommendations, insights, automation, and responsible human-centered AI.

Requirements

Bachelor’s degree in Human-Computer Interaction, UX Design, Product Design, Human Factors, Psychology, Information Architecture, Interaction Design, or a related field. Equivalent practical experience may be considered.
10+ years of Product Design, UX Design, Service Design, Design Strategy, or related experience.
5+ years leading Product Design teams, including coaching, performance management, hiring, talent development, and organizational planning.
Demonstrated ability to operate as a player-coach by leading teams while remaining an active practitioner capable of producing high-quality UX artifacts.
Strong portfolio or work samples demonstrating strategic UX leadership, product discovery, customer research, interaction design, service design, prototyping, and enterprise experience design.
Experience building or maturing design capabilities in a product-led organization, including standards, governance, DesignOps, research operations, design systems, and design review practices.
Strong executive communication, facilitation, stakeholder management, organizational influence, and change leadership skills.
Must be located in or willing to work from Phoenix, AZ or Fairfield, IA with a minimum of three days per week in office.
Current FINRA Series 99 and/or Series 7 license, or ability and expectation to successfully obtain required FINRA licensing within 12 months of employment.
Experience in Financial Services, Wealth Management, Broker-Dealer, RIA, Custody, Advisory, Investment Management, FinTech, or another regulated industry.
Experience with advisor workstations, onboarding, account opening, service requests, CRM, practice management, advisory operations, financial planning, portfolio management, compliance review, or client servicing workflows.
Experience with enterprise SaaS, platform environments, digital transformation, complex workflows, product operating model transformation, DesignOps, research operations, AI-enabled products, automation, or data-rich enterprise experiences.
Master’s degree, MBA, MS in HCI, Human Factors, Design Strategy, or related advanced degree preferred.
Nielsen Norman Group UX Certification
UXQB CPUX
Human Factors International CUA
IAAP CPACC or Web Accessibility Specialist
IDEO Design Thinking, LUMA Institute, or Design Sprint Facilitation
Product Discovery, Product Strategy, Product Operations, Pragmatic Institute, Product School, or Continuous Discovery training

Skills

Product Design
UX Design
Service Design
Design Strategy
Interaction Design
Visual Design
Information Architecture
Usability
Accessibility
Research
Journey Mapping
Prototyping
Workshop Facilitation
Design Reviews
UX Artifact Creation
DesignOps
Governance
Stakeholder Partnership
People Leadership
Talent Development
Design Systems
AI-enabled experiences
Human-centered AI
Executive Communication
Facilitation
Stakeholder Management
Organizational Influence
Change Leadership
Product Discovery
Customer Validation
Design Critiques
Executive-ready experience storytelling
User Research
Design System Governance
Inclusive Design
FINRA Series 99
FINRA Series 7
Financial Services
Wealth Management
Broker-Dealer
RIA
Custody
Advisory
Investment Management
FinTech
Advisor Workstations
Onboarding
Account Opening
Service Requests
CRM
Practice Management
Advisory Operations
Financial Planning
Portfolio Management
Compliance Review
Client Servicing Workflows
Enterprise SaaS
Platform Environments
Digital Transformation
Complex Workflows
Product Operating Model Transformation
Research Operations
AI-enabled Products
Automation
Data-rich Enterprise Experiences
Nielsen Norman Group UX Certification
UXQB CPUX
Human Factors International CUA
IAAP CPACC
Web Accessibility Specialist
IDEO Design Thinking
LUMA Institute
Design Sprint Facilitation
Product Discovery Training
Product Strategy Training
Product Operations Training
Pragmatic Institute Training
Product School Training
Continuous Discovery Training

Location

Phoenix, AZ (hybrid)
Fairfield, IA (hybrid)

Work Type

Hybrid

Experience Level

10+ years of Product Design, UX Design, Service Design, Design Strategy, or related experience
5+ years leading Product Design teams

Education Level

Bachelor’s degree in Human-Computer Interaction, UX Design, Product Design, Human Factors, Psychology, Information Architecture, Interaction Design, or a related field
Master’s degree, MBA, MS in HCI, Human Factors, Design Strategy, or related advanced degree preferred

Benefits

Premium benefit package including medical, vision, dental, life and long-term disability insurance
Vacation/sick time
401K retirement plan with company matching program
Eleven paid holidays

About the Company

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.