BlackRock · San Francisco, CA · 2019–2024

Institutional Platform Suite
& Design
Organisation

Role UX Director
Duration 2019–2024
Scope Product Strategy, Suite Alignment, Design Organisation
Team Building Enterprise UX Design Systems
01
1.0
0.55
22.0
12.0
0.35
0.12
0.055
0.5
0.008
drag to reposition · double-click to reset
40%
Faster time-to-market
$10B+
AUM under design
1→8
Team scaled
7+
Platforms shipped

The Challenge

When I joined BlackRock's Equity Index Investing division in 2019, there was no internal design capability. Product and engineering ran the roadmap. Design decisions were made inside sprints, in Sketch files owned by an external agency with no visibility into user behaviour or strategic intent. Multiple products across the suite had no shared visual language, no design system, and no designer embedded in any team.

The brief was double-sided: build the design function, hire, embed, and establish practice, while simultaneously delivering design across an actively shipping product portfolio. Neither track could wait for the other.

Track 1: Building the Design Organisation. The first move was bringing core design ownership internal. One designer (me) across all active products. The goal wasn't to do everything, it was to establish design as a first-class discipline inside EII, not a service bought in by the sprint. As product scope expanded, the structure scaled: each product squad got an embedded design unit with a design lead, a UX researcher, and a visual design specialist. Quarterly design reviews brought product leadership and executive management into the design process as working sessions, not sign-off checkpoints, creating strategic alignment across the suite and giving design the visibility to make system-level decisions stick.

The first shared infrastructure was deliberate rather than ambitious: a documented button system and grid framework that could propagate across products. Not a full design system on day one, a foundation that made the next layer of consistency achievable without rework. Weekly cross-product design meetings aligned interaction patterns, surfaced shared components, and prevented each squad from solving the same problem in isolation. The result: EII went from no design to a mature, embedded, multi-squad function across four years, with a shared system, a research practice, and executive visibility.

Track 2: EII Product Design. The EII Analytics Suite serves institutional investors across five distinct use cases: research and portfolio construction, market monitoring, index strategy, risk analysis, and factor analysis. Before products could feel like a suite, they needed a shared identity. EIIRA (Equity Index Investing Research & Analytics) became the brand framework, a custom geometric letterform identity designed to sit inside BlackRock's institutional context without defaulting to the parent brand's generic UI language.

Six products followed. Fund Navigator gave analysts a chip-based screening system with persistent filter logic, watchlists, and alert configurations for Tick, Competitor, and Block signal types. Market Surveillance became the operational nerve centre for ETF secondary market monitoring, with an alert pane that grouped signals by type for analysts working at trading speed. Index Intelligence served index strategists anticipating rebalance events, with trade strategy recommendations attached directly to the agenda item rather than siloed in a separate workflow. Total Portfolio Workbench held risk, factor, and ESG frameworks simultaneously, anchored by a shared portfolio header. Factor Workbench made comparative portfolio analysis fast through side-by-side delta presentation. Liquid Beta gave institutional investors a portfolio construction tool for iShares ETF substitution, leading with the decision they were actually making: which substitution maximises exposure match while minimising drag.

The harder thing to measure, but the thing that makes the product design work sustainable: institutional investors who use one product in the suite don't have to relearn the system to use another. The patterns transfer. The alert conventions are familiar. The filter logic behaves the same way across contexts. That's not an accident. It's the result of building the design function and the design system in parallel, deliberately, from the start.

BlackRock EIIRA brand + EII Analytics Suite tool catalog EII Analytics Suite, Tool Catalog
BlackRock Total Portfolio Workbench & Design System

Two-Track Approach

01
Design in-house
Brought design ownership internal from day one. One designer across all active products. Established design as a first-class discipline inside EII, setting the foundation before scaling.
02
Embedded Teams
Each product squad received an embedded design unit: design lead, UX researcher, and visual design specialist. Design moved at the same velocity as engineering, not as an upstream bottleneck.
03
Design System Foundation
Built shared infrastructure deliberately: button system and grid framework first, then component library, design tokens, and documented interaction patterns. A foundation that made consistency achievable without rework.
04
EIIRA Suite Identity
Created the EIIRA (Equity Index Investing Research & Analytics) brand framework, a custom geometric letterform identity bringing all six products under one branded entry point, making the suite legible as a coherent toolset.
05
AI & Innovation
Pioneered AI-augmented investment interface patterns within BlackRock. Designed conversational query interfaces, predictive analytics, and AI-assisted decision-support tools for portfolio analysis. Established design principles for explainable AI in high-stakes institutional contexts.
06
Executive Alignment
Quarterly design reviews brought product leadership and executive management into the process as working sessions, not sign-off checkpoints. Created strategic visibility for the design function and enabled system-level decisions to stick across the suite.
BlackRock Total Portfolio Workbench dashboard Total Portfolio Workbench

Role & Responsibilities

1
Design System Architecture, Established design language from first principles, grounded in BlackRock's institutional trust and precision. Built comprehensive token systems for colour, typography, spacing and motion. Developed component taxonomy spanning data visualization patterns for complex financial instruments, interaction models for real-time trading interfaces, and accessibility standards meeting institutional compliance requirements. Documented all patterns in Figma with implementation guidance for engineering teams.
2
Organisational Scaling, Built design team capability from zero to eight across four global locations. Recruited specialised talent: systems-thinking product designers, quantitative researchers fluent in financial markets, and visual designers who understood institutional brand language. Established onboarding programmes, design mentorship rituals, and weekly design critique sessions that maintained craft excellence while scaling velocity. Created psychological safety to challenge assumptions in a metrics-driven, high-pressure environment.
3
Design Strategy & OKRs, Aligned design mission with BlackRock's business strategy. Established design OKRs tracking system adoption, time-to-market improvements, support ticket reduction, and design research velocity. Built business case demonstrating design ROI: reduced development rework, faster go-to-market for new products, and quantified user satisfaction improvements across institutional users.
4
Executive Leadership, Presented design strategy to C-suite and investment committee. Secured multi-year budget commitment for design system and team growth. Established quarterly design review ceremonies with executive leadership, demonstrating design maturity as a strategic organisational asset. Navigated institutional politics to create space for design-led decision-making in an engineering-first culture.
5
Cross-functional Delivery, Partnered with engineering, product management, research, and business teams across six product lines. Delivered Total Portfolio Workbench, Market Surveillance, Index Intelligence, and four additional institutional products while maintaining design system consistency and team velocity. Established design-to-development handoff standards that reduced rework and accelerated shipping cycles.
Team Size
Scaled from 1 to 8 designers. Established hiring practices, mentorship programs, and design excellence standards.
Key Metrics
40% reduction in time-to-market. 200+ components in design system. 7+ products shipped. 98% design system adoption rate.
Team Collaboration
Led weekly design critiques, quarterly planning cycles, and cross-functional product delivery. Established design standards and governance processes.
BlackRock Index Intelligence, rebalance events Index Intelligence, Rebalance Events

Outcomes & Impact

The transformation of BlackRock's EII suite established design as a foundational strategic asset. By 2024, every product in the suite operated on unified design standards, reducing time-to-market by 40% and support burden by over 30%. The design system became the reference architecture across the broader BlackRock digital portfolio, influencing design practice across multiple business units. Most importantly, institutional investors reported higher confidence in the platforms and faster completion of complex portfolio analysis tasks, translating design maturity directly into business outcomes for clients managing trillions in assets.

40%
Faster time-to-market achieved through component reuse, streamlined design-to-development handoff, and established design operations processes that enabled teams to move with institutional agility.
Faster time-to-market through component reuse and streamlined design-to-development handoff
$10B+
Assets under management now operating within systems designed and governed by unified design standards, improving decision-making precision for institutional investment professionals.
Assets under management now under unified design system governance
8x
Team growth from one solo designer to a global team of eight, establishing design as a core strategic function with hiring standards, research practices, and governance processes.
Team growth from individual contributor to leading design organisation
6+
Mission-critical products shipped on the new design system, Total Portfolio Workbench, Market Surveillance, Index Intelligence, Factor Workbench, Fund Navigator, and Liquid Beta, each serving distinct institutional workflows.
7+ mission-critical products launched on new design system architecture
"Great enterprise design isn't about making things beautiful, it's about making complex systems so clear and trustworthy that decisions become effortless."
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