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CONTEXT

OVERVIEW

[LAZARD:]

Scaling the Sale of SYZ

MY ROLE

Lead Designer,
Creative Strategist

TIMELINE

Jun - Aug 2026

TEAM

1 Designer (me!)
FIG Team (2)
ETF Team (1)

SKILLS

AI Innovation,
Motion Graphics,
Rapid Prototyping,
Product Design

[LAZARD:]

Scaling the Sale of SYZ

MY ROLE

Lead Designer,
Creative Strategist

TIMELINE

Jun - Aug 2026

TEAM

1 Designer (me!)
FIG Team (2)
ETF Team (1)

SKILLS

AI Innovation,
Motion Graphics,
Rapid Prototyping,
Product Design

[LAZARD:]

Scaling the Sale of SYZ

MY ROLE

Lead Designer,
Creative Strategist

TIMELINE

Jun - Aug 2026

TEAM

1 Designer (me!)
FIG Team (2)
ETF Team (1)

SKILLS

AI Innovation,
Motion Graphics,
Rapid Prototyping,
Product Design

CONTEXT

The ETF Distribution Engine

The ETF
Distribution Engine

Since 2025, Lazard has been launching active ETFs.

There are certain thresholds to meet in order to sell them on certain platforms (e.g. Charles Schwab), so our goal was to meet those and accelerate our sales.

Since 2025, Lazard has been selling active ETFs.

Certain platforms (e.g. Charles Schwab) require thresholds, so our goal was to meet those and accelerate our sales.

OVERVIEW

Scaling the Sale of SYZ

Scaling the
Sale of SYZ

I worked with the Sales Desk and Exchange Traded Fund (ETF) Team to design an internal tool that automated and personalized the sale of our Small Cap ETF, SYZ, to Registered Investment Advisors (RIAs)

Making Motion

As part of our campaign, I created motion graphics to support our product and specifically target our intended audience.

We ultimately presented to the Executive Committee and delivered the product, eliminating manual research and speeding up the process three-fold.

Quick note: this project is under NDA! To learn more, please reach out.