Stakeholder and user alignment
Partnered with business teams to identify core user needs and connect them to the bank’s strategic, compliance, and control requirements.
J.P. Morgan / Global Wealth Management
New Client Management Platform
Replacing outdated, disconnected workflows with a unified experience for advisors and support teams.
My roleLead UX Designer, VP · Information architecture, workflows, prototyping, usability and delivery
Operational overview
See what needs attention.
ACTIVE128
REVIEW24
EXCEPTIONS07
Project overview
Designing from the operating model out.
As part of J.P. Morgan’s transformation to a modern client-management platform, I led the UX design effort to simplify regulated processes while improving access to client information. The work required close partnership with advisors, operations, business stakeholders, compliance, governance, and technology teams.
The challenge
Complex work was getting in the way of good decisions.
- Critical client information was difficult to locate across aging interfaces.
- Regulated workflows created significant cognitive overhead.
- Review, exception, and approval states needed greater clarity.
- Multiple stakeholder groups needed one shared operating model.
The work
My contributions
Information architecture
Defined clearer navigation and relationships so advisors and support staff could reach the right client information and task faster.
Interaction design
Designed workflows that balanced dense financial information and regulatory requirements with clarity, feedback, and predictable next steps.
Prototyping and validation
Created user flows, wireframes, and interactive prototypes, then led usability studies and stakeholder reviews to validate concepts early and reduce rework.
Agile delivery
Worked with product and engineering through Agile sprints, refining designs as technical and business decisions evolved.
Outcome
A clearer operating model—not just a cleaner interface.
The new platform gave advisors a clearer, more efficient way to find client information and complete regulated work. It reduced search friction, supported adoption, and established a flexible foundation for future integration and feature growth.
ImpactEnterprise transformation across wealth and compliance workflows
Supporting work
Project documents
The same supporting PDFs included in the original portfolio are available here.