Director of AI Experience Design

The role

You will define and drive a human-centered AI experience strategy within the AI Center of Excellence. This role involves designing AI-powered tools, workflows, and agentic experiences to improve advisor, client, and employee interactions.

What you will do

• Define and champion experience principles for AI-powered products and workflows.
• Design conversational, multimodal, and agent-assisted experiences.
• Create user journeys blending human expertise with AI automation.
• Establish AI UX standards, interaction patterns, and design guidelines.
• Conduct user research on customer behaviors and mental models.
• Drive development of personas, journey maps, and service blueprints.
• Ensure AI experiences are transparent, explainable, and responsible.
• Partner with Product Managers, Engineers, Architects, and Data teams.
• Translate user insights into wireframes, prototypes, and interaction designs.
• Leverage analytics and user feedback to refine AI-enabled experiences.

Required qualifications

• Bachelor’s degree required
• 5-10+ years of experience spanning UX design, product design
• Experience deploying AI/ML solutions in regulated environments
• Experience with Product development lifecycle from ideation to execution
• Experience working with Agile product teams
• Strong understanding of AI/ML ecosystems, LLMs, data platforms, and orchestration layers
• Track record of balancing innovation, risk, and regulatory compliance
• Experience working with multiple stakeholders in different areas
• Experience working with ADA Compliant design
• Strong understanding of AI
• Ability to design experiences that build user trust and transparency
• Proficiency in journey mapping, prototyping, wireframing, design systems, and usability testing

Nice to have

• Experience deploying AI/ML solutions in financial services
• Strong understanding of AI within the landscape of regulated industries

Benefits

• discretionary bonus
• health plans
• dental plans
• other wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines (EFE) guides people with financial advice to help them thrive. The company manages over $324 billion in assets and supports more than 1.27 million clients.