Product Designer

About the role

[REDACTED]’s mission is to empower people to do what’s best for their money so that they can live better. We’re looking for a Product Designer to join the [REDACTED] Advisor Solutions team, a platform that helps independent registered investment advisors grow and manage their clients’ wealth. You’ll help lead AI-powered experiences in the advisor app and design the core workflows firms rely on every day to run their book of business: billing, understanding how their clients are doing, and keeping their practice running smoothly at scale. You’ll bring creative, analytical, and systems-thinking skills to complex, high-impact problems, partnering closely with product and engineering and collaborating across business lines.

At [REDACTED], we hire designers who are passionate about personal finance, and building intuitive, delightful experiences for customers to manage their money. You approach problems holistically, and are self-motivated, learning new skills quickly, with a sense for what you’ll develop next. We seek out folks who are talented and eager to both learn from their colleagues and help make them better. As a design team, we're focused and always strive for excellence.

This role is based out of our NYC office. Below we've reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of [REDACTED]’s total compensation package for employees.

New York City: $120,000-$140,000

This job may also be eligible for variable compensation in the form of a company incentive bonus.

A day in the life

• Design end-to-end experiences in the advisor and client dashboards, from core firm workflows to new AI-powered features—owning all aspects of design for your projects from inception through launch
• Help define how AI integrates into advisors’ day-to-day practices, designing experiences that feel transparent and trustworthy, and keep advisors in control
• Work in a fast, iterative, AI-native environment, using interactive prototypes to test ideas early, align with partners, and accelerate implementation
• Make informed, data-backed design decisions by leveraging research, sales data, customer insights, usability principles, and site performance metrics
• Partner closely with product, engineering, design, and stakeholders across business lines to shape product direction, identify new opportunities, and stay ahead of industry and competitor trends
• Contribute to our accessible design system and invest in your craft on a supportive team that values open feedback, and works toward a unified customer experience across all touchpoints

What we’re looking for

• 3+ years of relevant experience as a product designer (previous titles may have been different)
• Portfolio of extraordinary product design work that demonstrates a strong visual design foundation, positive business impact and experience shipping designs to real people, across web and mobile
• Experience with and curiosity about AI tools in your design process, and a desire to help the team develop shared practices as the space evolves
• Excellent communication skills, both written and spoken
• Strong collaborative skills with experience working through cross-functional feedback
• Ability to identify user needs and pain points through research, usability testing, and data analysis
• Strong organizational skills and ability to prioritize and manage multiple projects with tight timelines
• Strategic thinker with a big-picture view of how design drives product and business goals
• Experience working within established accessible design systems and evolving when appropriate

Join a team built on these core values

We change lives

Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease.

We set audacious goals

We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.

We value all perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

We simplify financial services

We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.

Our Commitment to Your Total Well-being:

We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options

• Ownership: Equity for all employees, including new hire and refresher grants.
• Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
• Growth: Company-paid professional coaching for all employees.
• Wealth: Day-one 401(k) match plus matching on qualified student loan payments.

What happens next

We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.

In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at [REDACTED]. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.

On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process.

We recognize that interviewing for a new role is a big deal. We appreciate you considering [REDACTED] as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!

[REDACTED] is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.

Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Come join us!

We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.