Press "Enter" to skip to content

[JOB] Senior IA

Position Summary:

The Senior Information Architect is responsible for guiding and creating the information architecture of the new FA Desktop, also called 3D. The FA Desktop is the primary application that financial advisors use to manage their business and includes a CRM, data visualization of an FA-s practice/portfolio, and tools to help service their clients. 3D is a web based application.


5-8 years of industry experience in a well established information architect and/or user experience role with emphasis on user interface design for complex, data-driven websites and/or applications.  Financial services experience a plus.


Ability to develop the information architecture and user experience of a new application system for financial advisors:

– Create IAs, wireframes, navigation, interaction patterns, workflows and usability guidelines

– Conduct UX quality assurance and user acceptance testing

– Participate in usability sessions with stakeholders and end users

– Collaborate closely with consultants, the FA Desktop team and business partners throughout the organization (e.g., Marketing, focus groups of Financial Advisors)

– Be the 3D UX subject matter expert – create documentation and guide consultants and knowledge transfer as consultants come and go

– Impeccable standards of delivery for him/herself

– Experience in: Microsoft Office and any of the following: Visio, Axure, Photoshop, Illustrator, and/or InDesign

– Excellent analytical and process-oriented skills

– Excellent verbal and written communication skills

– Ability to oversee multiple projects and tasks simultaneously and ensure deadlines are met


Kenny Walsh
Creative Network Sytems
tel 212.986.9760
mobile 917.494.1863