
Redesigning a legacy retirement planning experience. Five product releases. Used by 9,000 advisors daily & 4 million unique planners annually.
Summary:
I led an end-to-end redesign effort for a legacy retirement planning experience, one of the top 20 most utilized experiences on Fidelity.com. During my time as lead designer, we released an MVP version to a pilot group of advisors with 5 more fast follow releases to improve upon the experience and release to a wider audience.
Role:
Lead UX Designer
Skills:
+ Collaboration with Stakeholders
+ User Experience Design
+ Visual Design
+ User testing/research
+ Prototyping
+ UX QA
Design Team:
+ Myself
+ Supporting UX Designer
+ Product owner
+ 3 Client Solution Business Analysts
+ 2 Systems Analysts
+ Team of engineers