Job Description

of Principal Designer (International Wealth)

Hire location: Mumbai or New Delhi (Hybrid, 3 days in office required)

Hiring Manager: Eric Cervantes

Role classification: Maker (non-managerial)

Start Date: ASAP (early Q4 2023)

We\xe2\x80\x99re looking for a Principal Designer for our International Wealth Platform (Mumbai or New Delhi, India).

Guided by Morningstar\xe2\x80\x99s investment principles, this team focuses on delivering meaningful long-term investment results to help investors reach their financial goals. Our complete wealth management platform serves clients\xe2\x80\x99 needs at each stage of their life. In addition, the platform enables advisors to manage their practice through portfolio accounting and reporting, client communication, and analyst research. The platform also offers access to Morningstar\xe2\x80\x99s best-in-class content, events, and thought leadership to help advisors best serve their clients. Everything we do is driven by our independent view, long-term investment approach, and relentless focus to always put investors first.

This role will be hybrid, with 3 days in-office required.

What you\xe2\x80\x99ll do

In this role, you\xe2\x80\x99ll be one of the most tenured Designers (UX/UI) on our India Design team and work with our on-location team of Designers as well as our Designers in Australia and the United Kingdom. This is an exciting time to join us as we\xe2\x80\x99re bolstering our Design presence in Mumbai/New Delhi and building our user-centric culture with a team of amazing colleagues. You will report to our Senior Manager of Design. This role is part of Morningstar\xe2\x80\x99s Maker (individual contributor) job career ladder for Design.

Your day-to-day will include ownership of the most complex user journey challenges our advisors, investors, and internal colleagues are currently facing. You\xe2\x80\x99ll also lead design thinking for the future of our Wealth Marketplace offering. We\xe2\x80\x99ve been hard at work understanding our user\xe2\x80\x99s journey, personas, and the problems we\xe2\x80\x99re solving for and need a strong Principal Designer to help piece together the puzzles and ensure a cohesive, delightful user experience across the investor/advisor lifecycle. You\xe2\x80\x99ll speak to users early and often and help share insights across our business. Further, you\xe2\x80\x99ll mentor our more junior Designers with your UX expertise and help build our Design practice for tomorrow.

You\xe2\x80\x99ll also:

Be a member of the International Wealth Design chapter, a team of talented designers across India, the United Kingdom, and Australia.

Partner closely with International Wealth Design Leaders and Design leaders across Morningstar to grow our practice and Design community.

Model Design excellence in craft and skill, thinking not only about the nitty-gritty details but also the bigger picture and how Design scales across the teams and wider organisation.

Lead cross-functional teammates through quarterly planning, larger-scale design thinking workshops, discovery sessions, user research sessions, user testing, and design feedback sessions to bring the voice of the user into everything we do.

Guide through highly ambiguous problem spaces to solve our users and customer\xe2\x80\x99s most complex problems. You feel comfortable taking charge and figure out where to go next without direction!

Work with the Wealth Marketplace leads from Product, Engineering, Method, Marketing, Sales, Implementation, and other disciplines to provide creative direction across projects with guidance from senior design leadership.

Work with other like-minded Design practitioners across Morningstar to influence work in the wider organization and bring the best of craft into our teams.

Be responsible for providing feedback and reviewing design outputs of more junior designers working within the Wealth Marketplace team; ensuring we always keep the design bar high.

Who you are.

We recognize that design skills are transferable from one subject to the next, and while working on financial products can be helpful, it\xe2\x80\x99s not required for this role. We value diverse backgrounds, experiences, and expertise. Our ideal candidate has demonstratable experience simplifying complex workflows and content into intuitive experiences and solutions, inspiring software development teams, and delivering compelling software products to the market.

We don\xe2\x80\x99t expect qualified candidates to have experience in every responsibility listed below, but we wanted to use this job description to paint a picture of your day-to-day on our team. If this role sounds interesting to you, and you\xe2\x80\x99ve led design solutions, we want to talk to you.

Primary Focus: Service Design / Product Design

You have excellent skill in 3 or more of these craft areas and can teach it to others: UX Design, Service Design, User Research, Content Strategy, Information Architecture, Design Systems, Accessible Design, Design Workshopping, Visual Design or UX Engineering.

Contribute to and guides others in significant and unique projects requiring an in-depth analysis of multiple factors with high variability and ambiguity.

Can demonstrate broad design expertise or unique knowledge.

Apply these skills individually and to coach others to bring high-quality solutions to market.

Guide the user experience across a sizable product/service, leads the team towards a solution, and helps coordinate the work of other designers with support from other design, product, marketing, and engineering leaders.

Contribute to the development of company goals in creative and effective ways promoting alignment, strategy, and prioritisation.

Process / Collaboration

An individual contributor with deep subject expertise in a sub-discipline of design or area of the business.

Establish the scope of multiple projects and initiatives; juggle multiple workstreams; clarify how decisions impact business goals; and guide the team to execute your design direction.

Consistently incorporate feedback from customers, users, and partners into your workflow without being reminded to do so.

Coach the team on how to align differing points of view.

Make significant contributions to our design systems, processes and standards.

Have a strong command of organizational behaviors and EQ.

You can adjust your tactics in strategic ways that guide others towards desired goals.

Leadership

Provide creative direction on projects that impact a business or functional area with guidance from design leadership.

Mentor or provide daily direction for other designers working on the same project, or teams in different types of roles, functions, or geographies.

Manage your workload and guide others to deliver high-quality work within constraints and across the end-to-end user experience.

Communicate problem space, constraints, and quality expectations to others on your team.

Reinforce design and quality standards during work review. You seek opportunities to advance those standards.

Basic Qualifications:

10+ years of experience as a User Experience Design professional is required.

Bachelor\xe2\x80\x99s degree in graphic design, Digital Design, Communication Arts, Human-Computer Interaction, Industrial Engineering/Design, Computer Science, related field, or equivalent professional experience.

Excellent understanding of UX design principles and user-centered design.

A portfolio of work, showcasing your skills as an advanced design practitioner will be required for consideration.

Preferred Qualifications:

Strong knowledge of Figma, Microsoft Office Suite, and Mac OS X.

Knowledge of HTML and CSS.

Experience as a UX Designer in financial services or large corporation

How to apply:

Please include your resume and a link to your online portfolio of work you\'re most proud of, so you can tell stories about your experience and impact. We\'re interested in your designs and want to understand how you work with a team to solve problems. Applications without a portfolio will not be considered.

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Morningstar\xe2\x80\x99s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We\xe2\x80\x99ve found that we\xe2\x80\x99re at our best when we\xe2\x80\x99re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you\xe2\x80\x99ll have tools and resources to engage meaningfully with your global colleagues.

Morningstar