Cetera Wealth
Cetera
Overview
While at Cetera Wealth Management, I was tasked with organizing their design system in Adobe XD, streamlining it for more efficient use across the team. One of my major projects was creating a new product called Click-2-Sign, a digital signing solution similar to DocuSign, aimed at improving client document workflows. I also developed branding pages to maintain a cohesive brand identity throughout their platforms. Additionally, I initiated the process of migrating their design system into Figma, allowing for better team collaboration and scalability. Unfortunately, most of the work I completed during this time could not be taken with me for my portfolio due to proprietary restrictions.
Design a Product Page Assets
Designing assets to only be used for a specific product page. Though Cetera had a design system, product pages never utilized that system. This required product pages to be designed with new assets.
Product Page Design Iterations
Explorations shared with design lead and product owners for voting.
Final Design of Product Page
Challenges
Working on a small design team as a UX designer can present unique challenges, particularly when operating outside traditional design processes. One major difficulty is the limited resources, which often require designers to take on multiple roles, from research to visual design, without the specialized support larger teams enjoy. Additionally, in non-traditional workflows, such as working on designs before product requirements are fully defined, it can be hard to maintain alignment with other departments, leading to potential miscommunication. However, this environment can also present a unique opportunity to work in a different version of agile, where the design process is more iterative and adaptive to immediate feedback rather than following strict phases. This approach forces creative problem-solving and adaptability, fostering growth in designing under tighter constraints and faster iterations.