Role: UX/UI Service Design & Process Mapping Consultant
Location: Minneapolis, MN
Employment Type: 12-Month, Contract to Hire
We are seeking a UX/UI Service Design and Process Mapping Consultant with strong experience in wealth management or financial services to support strategic initiatives across advisor tools, workflow systems, and client-facing digital experiences.
This role sits between UX Research and UX Design, translating early insights and findings into clear, actionable documentation-including service blueprints, workflow diagrams, user flows, and low to mid fidelity experience artifacts.
You will work closely with researchers, product teams, designers, and platform owners to define current-state processes and co design future-state journeys, especially for workflows powered by Salesforce, Pega Infinity, and internal client-facing digital applications.
Objective
Document current?state and future?state workflows, including cross-team dependencies, data flows, triggers, and system interactions.
- Create service design artifacts such as:
- Service Blueprints
- Process Maps
- User Flows
- Customer/Advisor Journeys
- Wireflows and UX documentation
- Align workflows across Salesforce, Pega Infinity, and internal client-facing tools.
- Work closely with UX Researchers to transform findings into structured artifacts that guide design and development.
- Synthesize qualitative and quantitative insights into actionable frameworks, problem statements, and design opportunities.
- Maintain consistent documentation standards and ensure alignment with product strategy.
Required Qualifications
- 5+ years of experience in Service Design, Process Mapping, UX Documentation, or UX Systems Design.
- Domain expertise in wealth management, private banking, lending, or financial services strongly preferred.
- Proven experience creating:
- Complex workflow diagrams
- Service blueprints
- Journey maps
- User flows
- System interaction diagrams
- Strong familiarity with Salesforce CRM workflows and data structures.
- Experience documenting or supporting workflows in Pega Infinity (case management, automation, rules-based workflow design).
- Understanding of digital UX/UI design principles and internal client-facing platform practices.
Preferred Qualifications
- Experience supporting UHNW or advisor-driven service models.
- Knowledge of KYC/AML, onboarding flows, suitability workflows, lending processes, or compliance-heavy journeys.
- Proficiency in tools such as Miro, Figma, Lucidchart, Visio, or equivalent mapping and documentation tools.
- Ability to quickly learn internal systems and translate technical information into user-centered documentation.
About Korn Ferry
Korn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at www.Kornferry.com
