Director of AI Experience Design

About Edelman Financial Engines, LLC For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

Edelman Financial Engines, LLC

We believe everyone deserves to move their financial life forward.

Investment ManagementRetirement PlanningFinancial PlanningTax Planning401(k)401(k) RolloversRoth IRAEstate PlanningInsurance GuidanceIRAs

E

edelmanfinancialengines.com

1,001-5,000 employees

Financial Services

Santa Clara, California

1987

Privately Held

44k LinkedIn followers

• Define and champion experience principles for AI-powered products, tools, and workflows across the organization.
• Design conversational, multimodal, and agent-assisted experiences that support natural and intuitive user interactions.
• Create user journeys that effectively blend human expertise with AI-driven recommendations and automation.
• Establish AI UX standards, interaction patterns, and design guidelines that promote consistency, accessibility, trust, and usability.
• Conduct user research to understand customer behaviors, needs, mental models, and emerging expectations related to AI-driven experiences.
• Drive the development of personas, journey maps, service blueprints, and experience frameworks for AI-enabled products.
• Ensure AI experiences are transparent, explainable, and aligned with responsible AI principles.
• Partner closely with Product Managers, Engineers, Architects, and Data teams throughout the product lifecycle to deliver high-quality AI-centered experiences.
• Translate user insights into wireframes, prototypes, workflows, and interaction designs that can be rapidly tested and validated.
• Participate in product discovery, experimentation, and iterative design processes to continuously improve user outcomes.
• Collaborate across multiple squads to drive experience consistency across products, channels, and business capabilities.
• Advocate for user-centric decision-making throughout planning, prioritization, and execution activities.
• Facilitate design reviews and experience assessments to ensure solutions meet usability and accessibility standards
• Leverage analytics and user feedback to refine and improve human-led, AI-enabled experiences
• Monitor performance of AI-enabled features and drive optimization
• Ensure consistent and responsible utilization of AI across multiple execution teams

• Bachelor’s degree required
• 5-10+ years of experience spanning UX design, product design
• Experience deploying AI/ML solutions in regulated environments (financial services strongly preferred)
• 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 (ex: Data, Architecture, Compliance)
• Experience working with ADA Compliant design
• Strong understanding of AI (within the landscape of regulated industries preferred)
• Ability to design experiences that build user trust, transparency, and confidence in AI-driven interactions.
• Proficiency in journey mapping, prototyping, wireframing, design systems, and usability testing.
• Strong communication and storytelling skills with the ability to influence stakeholders across business and technology teams.
• Ability to understand interdependent ecosystems and proactively look for opportunities for scale and consistency.
• Ability to leverage data to drive optimization across tool sets
• Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
• Pay Range
• $154,200—$205,600 USD
• About Edelman Financial Engines
• Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
• For more information, please visit EdelmanFinancialEngines.com.
• © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
• Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
• 1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
• 2 Edelman Financial Engines data, as of September 30, 2025

• Discretionary bonus
• Health insurance
• Dental insurance
• Wellness plans
• 401(k) contributions