Sr. UX Designer (US)

U.S. Staff/Principal Product Designer

We're [REDACTED], the #1 AI assistant for financial advisors.

If you're a product designer approaching peak UX powers who has great instincts for customer-focused user flows; experience working from and contributing to a design system; a natural ability to prioritize designing what is crucial over all else; and a yolo attitude about employing semicolons—we want to meet you!

About You and Your Roll at [REDACTED]:

Experience: You have 4–8 years of direct experience designing software applications for web and mobile. You must be able to contribute directly to the product and design across one or more feature areas.

Design abilities: You can design beautiful, intuitive experiences*. * You're open to feedback, and you can create flows that guide users intuitively through their tasks while accounting for micro-interactions along the way.

Speed, & intuition: We move quickly as a product organization, so you should have an instinct for what makes a feature worth designing (i.e., customers need it) and what the minimum is to ship a quality experience.

Design System & UX Patterns: You're familiar with and respect design systems. We want consistency across the entire app experience so you must be able to understand and use our existing design system and patterns, and feel comfortable proposing adjustments when needed.

Mindset & Philosophy (Why you might want to work with us)

• We're a small and efficient design team. Expect meaningful ownership in your areas, and cross-app collaboration.
• Product demand is extremely high, and our company is growing rapidly. You'll get to spend time building features you already know customers are desperate for.
  • Raised a $20M series-A in 2025
• Sales, Customer Success, Finance, People, etc orgs are friendly, excited, dedicated, and closely knit. You'll work with impressive people every day who are kind and invested in [REDACTED]'s success.

Compensation/ Benefits

• $120K-$180K salary depending on experience
• Medical, Dental, Vision insurance
• Disability, life, indemnity, etc
• 401k
• HSA, FSA, Dependent Care FSA, Commuter
• Flexible PTO
• Based in [REDACTED], [REDACTED]
• Remote or hybrid (must reside in the USA). We'd love to have you fly in occasionally to get to know you
• Home Office Setup Stipend

Interview Process:

Finding the ideal fit for a role is an art, so we like to keep the process flexible as we get to know you, and you get to know us. But here are some steps you can more or less count on:

• We screen aggressively on portfolio sites/case studies and résumés. This is the first, and possibly most important moment to show your visual design abilities.
• 30–45 minute design review. We'll spend time understanding how you make decisions, how you respond to feedback, and how you collaborate with PM/engineering partners.
• A paid trial week (at your standard contracting rate) where you will be paired with a product manager and engineer on a needed feature, check in daily, and collaborate with the rest of the design team.
  • This is as much about you getting a sense of fit as it is us.
  • Availability during normal work hours is important (the closer to 40 hours, the better we'll be able to get a feel for working together), but we know schedules vary widely. We'll work with you to make a plan.

About [REDACTED]

[REDACTED]'s mission is to empower financial advisors and their clients to thrive in the age of AI. [REDACTED]'s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. [REDACTED]'s product is expanding to include many other advisor workflows, as well as into other finserv verticals.

[REDACTED] leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. [REDACTED] customers include leading independent broker dealers such as [REDACTED], [REDACTED], [REDACTED], and [REDACTED], and leading RIAs including [REDACTED], [REDACTED], [REDACTED], [REDACTED], [REDACTED], [REDACTED], and more.

[REDACTED] was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from [REDACTED], [REDACTED], [REDACTED], [REDACTED], [REDACTED], [REDACTED], [REDACTED], [REDACTED], [REDACTED], [REDACTED], [REDACTED], and [REDACTED].

[REDACTED] is a Series A company backed by top venture capital firms and industry strategics including [REDACTED], [REDACTED], [REDACTED], and [REDACTED].

[REDACTED]'s team values are High Velocity, World Class, and Direct + Kind + No Drama.

Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere