Director of AI Experience Design

The posting, as Edelman Financial Engines, LLC wrote it

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Director of AI Experience Design within the AI Center of Excellence, you will play a pivotal role in shaping how AI transforms the advisor, client, and employee experience across Edelman Financial Engines. This role is responsible for defining and driving a human-centered AI experience strategy that combines behavioral science, design thinking, and data-driven decision making to create intuitive, trusted, and outcome-oriented AI solutions. You will champion a deep understanding of user behavior, needs, motivations, and decision-making patterns to influence the design of AI-powered tools, workflows, recommendations, and agentic experiences that drive adoption, engagement, trust, productivity, and business impact.

In addition to being a highly collaborative and influential leader, we are seeking a candidate who brings a unique blend of UX leadership, behavioral design expertise, and AI product innovation. The ideal candidate has a proven track record of translating complex technologies into simple, intuitive experiences and using behavioral insights, user research, and data to drive measurable results. If you are passionate about designing the future of human-AI interaction, thrive in rapidly evolving environments, and believe exceptional experiences should be measured not only by usability but by the outcomes they create, this is an opportunity to make a lasting impact on the future of AI at Edelman Financial Engines.

Responsibilities

• AI Integration & Design
• 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

[…]
ion 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.

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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

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