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Lead UX for a B2B retirement investment platform: conduct user research, design information architectures, user flows, wireframes and hi‑fi prototypes, partner with product and engineering to ship solutions, present findings to stakeholders, and build/scale design systems and accessibility standards.

Serve as a core investment team member supporting portfolio management, manager research, private markets evaluation, client-facing content, reporting, and rebalancing. Lead complex multi-tab Excel modeling, maintain data integrity across reporting platforms, support discretionary oversight and trade coordination, and collaborate cross-functionally on investment projects and client deliverables.