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Jodie Zhang

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Jodie’s work at Fidelity Investments centers on bringing sophisticated investment tools to users with clarity and speed. Her work on the flagship mobile app includes: a redesigned Option Chain & Trade experience that combines user-friendly, data-driven design with powerful functionality; an updated Equity Trade flow that helps investors stay confident and connected in every market moment; a net new Auto Invest capability that makes recurring investing available to customers at all stages of their investing journey; and a reusable Brokerage Quote that delivers a consistent approach to quote displays across the app.

In-person experiences can also provide rich context for design, whether the response is digital or physical in form. Museum Mobile offers a mobile-first strategy that extends the museum experience beyond its walls. Transbay Block 9 takes part in a mixed-use urban development project whose goal is to transform the area into a transit-friendly, high-density neighborhood. Contemporary Art Institute finds form through material exploration and beauty in contrasts. The act of making is again spotlighted in Making Models, which looks at physical models as a means for communicating design intent at various altitudes. Design’s central role in storytelling plays out in Knobs — an exercise in uncovering an identity system around found objects, and in In Motion — examples of enriched digital storytelling through animation.

About

2020–, Principal UX Designer, Fidelity Investments, New York, NY
2022, Freelance Designer, Cottage, San Francisco, CA
2019, UX Designer, Harvard Business Review, Boston, MA
2018, UX Design Intern, Depict, San Francisco, CA
2016, Designer, Fougeron Architecture, San Francisco, CA
2015, Designer, Swatt Miers Architects, Emeryville, CA
2013, Design Intern, Trace Architecture Office, Beijing, China
2012, Design Intern, Slab Architecture, Brooklyn, NY
2012, Staff, GSAPP Exhibitions, New York, NY
2011, Design Intern, Sou Fujimoto Architects, Tokyo, Japan
2010, Design Intern, Buro Ole Scheeren, Beijing, China
2010, Participant, GSAPP China Lab, Beijing, China

Columbia University GSAPP, Master of Architecture
Middlebury College, Bachelor of Arts

Contact
Option Chain & Trade, Fidelity Investments (2024)
Product Design


Summary
Options trading is the most complex experience in the flagship mobile app, as well as a top revenue generator, so it’s important to get it right. With this redesign, our goal is to provide a more intuitive native experience for our options traders of all levels, without sacrificing existing advanced features that our traders rely on.
Problem
The existing options experience is a one-way flow from Chain to Trade. Users have to go through the chain to get to the trade ticket. They start by selecting a row in the chain, then pick call or put, and then a quantity and action, before getting the rest of the options trade page.
Solution
The new options experience decouples the chain from trade, allowing more user flexibility. Users have the ability to toggle between the two views without losing input data. This design accommodates the range of use cases we’ve identified, which range from users who prefer to start their trade from the chain,  those who want to enter trade inputs directly, or those who might want to toggle between the two views. 
What’s new

One of our main goals was the reduce clicks to complete a trade. In the existing flow, users proceed through a series of screens to fill in the ticket. In the new experience, users can select a bid or ask from the chain that directly cedes into the ticket, which prefills Strategy, Action, Expiration, and Strike. Users then only have to fill in a quantity, and a bid/ mid/ ask (we default to limit/ day/ margin). In a few steps, the trade is ready for Preview.