Morgan Stanley · Primly Community

Morgan Stanley product designer / UX interview and portfolio review, my experience going through the loop

alex_design · 5 replies

Went through the UX/product design interview process at Morgan Stanley for a role on their wealth management client experience team. There isn't much written about design interviews at banks specifically, so here's what actually happened.

Before the loop: the portfolio ask

They asked me to prepare a portfolio walkthrough, 2-3 projects, 30 minutes. I picked one B2C product, one enterprise dashboard (which felt relevant), and one research-heavy project. Spent about 3 hours preparing talking points. Not a presentation deck, just walking through work in a browser.

Portfolio review round

Two designers and what I think was a product director. I walked them through one project in depth and they asked questions the whole way through. The questions were good: why this interaction over that one, what did you cut and why, how did you know it worked. They were genuinely curious, not performing interest.

The biggest thing I noticed: they care about process and rationale more than the visual output. They asked about my research methods twice in the first 20 minutes. When I showed a clean UI, the question was "what informed these decisions." If you design without user research, this process will expose that.

Behavioral round

One-on-one with the hiring manager. Focused on: how I handle stakeholder disagreement, a time I pushed back on a product direction, and how I work with engineering in the design handoff process. Not dramatically different from design behavioral interviews at any other company.

What was specific to a bank environment

They asked whether I had experience designing for accessibility compliance (WCAG) and for users who are not digital natives (older wealth clients). I didn't have perfect answers but I had honest ones and talked about research approaches I'd take. They seemed to appreciate that framing.

Comp for the role I interviewed for (senior UX designer, similar to L5-ish at a tech company): offer came in around $155k base, 15% bonus target. Below pure tech, but the culture felt far less chaotic than the startups I've been in.

5 replies

brand_ben

The 'process over polish' framing is useful. I've heard that from other designers who've been through bank interviews. The instinct is to make everything pixel-perfect but they're actually trying to understand how you think, not what Figma can produce.

ux_uma

The WCAG and older-user question is really interesting. Wealth management clients skew older than most B2C products so it actually makes sense as a real requirement. Did they have any internal accessibility standards they mentioned?

alex_design

They mentioned they follow WCAG 2.1 AA as a baseline and have an internal accessibility team that reviews work. Not just compliance theater, seemed like actual process. I found that more mature than most places I've worked.

sdr_sky

Is there a different process for UX research roles vs. pure product design at MS? I know someone applying for a researcher position and I'm not sure if it's the same loop.

alex_design

I don't know for certain, but I'd guess the research loop has more focus on research methods and study design and less on portfolio visual work. The team structure seemed to have separate design and research tracks from what I could tell.