Is working with people you want to do life with important to you? It is to us, too.
At Triad, our motto is simple : #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.
Who Are We?
Triad was founded on a bold idea : business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.
We call this unique intersection of professional and personal success DBDL : Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.
At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.
What Does DBDL Look Like for You?
Do Business : Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.
Do Life : We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.
Let’s Build Something Extraordinary Together.
If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.
About the role
- As a graphic designer, your primary role will be to visually articulate brand identity and messaging to engage the target audiences of our financial planning clients (Members). You will collaborate closely with colleagues in the brand, communications and digital realms to conceptualize and create compelling visual assets such as logos, identity kits, sales bundles and client onboarding documents, to name a few. You will regularly demonstrate a keen eye for detail by maintaining brand consistency across various Members and platforms while staying attuned to current design trends and consumer preferences.
- At its core, a graphic designer bridges the gap between creative vision and consumer connection, contributing significantly to brand recognition and customer engagement.
What you'll do
Strategize, design and produce innovative and compelling visual assets (print and digital) for our Members that align with their brand guidelines / objectives to attract, engage and create loyal consumers.Work alongside the brand specialists to serve as the primary point of contact to members, servicing their design needs, addressing concerns and identifying opportunities for brand development and enhancement.Continually assess and audit Members’ brand identities to ensure consistency and cohesion across all mediums, maintaining brand standards and guidelines in all design projects.Regularly conduct A / B testing and analyze design performance metrics to iterate and optimize assets for improved engagement and conversion rates.Regularly use data and industry trends to guide design conversations and decisions.Collaborate with cross-functional teams (using unique perspectives), including coaching, brand, communication and digital specialists as well as other stakeholders, to understand and deliver on project requirements.Demonstrate ability to manage multiple projects simultaneously using quality control, high attention to detail and deadline accountability.Demonstrate excellent verbal and written communication skills that lead to accurate understanding of project requirements and timelines; provide updates regularly.Successfully create and regularly implement processes based on a foundation of transparency, collaboration and detail.Initiate brainstorming sessions and contribute innovative ideas for design initiatives that can benefit our member base.Demonstrate ability to navigate complex business concepts during Member interaction via excellent verbal and written communication skills.Establish, reinforce, and enhance the design standards for all brand strategy tools developed for Members.Iterate on designs based on feedback from Members, colleagues and leaders.Regularly deploy decision-making tactics to ensure project efficiencies while simultaneously meeting member needs and intrateam professionalism.Basic understanding of regulatory, legal and compliance requirements within the independent financial advisory space.Confidently and effectively present / pitch new ideas to internal teams and members.Support fellow designers in management of projects for members.Qualifications
Proven experience (3 years) in compelling design creation and management of multiple brands with demonstrated success in client-facing environments.BA in design or related field.Mid-level design experience that demonstrates creativity, innovation and quality.Exceptional customer service and communication skills.Passionate and proficient in time management and quality control.Passionate and proficient in layout and formatting designs.Proficient in Adobe Creative Suite (Illustrator, InDesign and Photoshop).Familiarity with interactive design tools such as Sketch, Figma, or Adobe XD.Knowledge of UX / UI design principles.Soft Skills :
Innovative and Flexible Problem Solver.Ability to adapt communication style to different mediums and member preferences.Ability to understand business objectives and translate them into effective and strategic designs.Interest in the ideas and strategies behind business development, leadership and design best practices.Interest in emerging technologies and trends related to brand strategy, persuasion / influence and communication.Actively seek learning opportunities for graphic design strategy and marketing; must regularly demonstrate a passion for both.Accountable and Proactive.Ability to take initiative and ownership of projects to independently manage multiple at once without sacrificing quality or deadlines.Extremely organized with high attention to detail to ensure accuracy, consistency and quality.Positive Team Player.Open mind, positive outlook and an abundance mentality.Excellent interpersonal, communication and collaboration skills to build strong relationships with Members (clients).Exhibit leadership qualities and a willingness to take on increasing responsibilities.Lead by example to proactively guide peers towards skill advancement.Bonus Skills :
Experience in the financial industry, specifically the FMO space.J-18808-Ljbffr
