Staff Product Designer – Internal Tools

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📋 Description

• Own the complete design process for [REDACTED]'s internal, web-based software tools from problem framing and information architecture through UI design, prototyping, and shipping
• Translate core planning and operational mental models into clear, intuitive experiences and dense UI patterns
• Untangle legacy information architecture across multiple internal surfaces by consolidating fragmented tools and duplicate actions into logical, efficient workflows
• Design workflow solutions for planners and sales teams, including scheduling meetings, capturing notes, answering messages, and managing daily tasks
• Conduct ongoing research with internal teams to validate interaction patterns and surface unmet workflow needs
• Advocate for power users who spend the majority of their day in internal tools
• Design interfaces that clearly communicate tool behavior and increase confidence in automations
• Make pragmatic design decisions balancing UX craft with scrappy, functional solutions that improve operational efficiency
• Partner closely with Product Management and Engineering to transform legacy tools into streamlined workspaces

🎯 Requirements

• Online portfolio required for consideration, showcasing strong information architecture, systems thinking, and complex workflow design
• 7+ years of product design experience
• Track record of shipping software for data intensive workflows, internal tools, or specialized professional platforms
• Fintech experience a plus
• Experience leading user research, driving discovery, mapping user journeys, prototyping, and creating high fidelity designs
• Experience partnering with engineering to see designs through production
• Ability to actively integrate AI capabilities to increase efficiency for the designer and end user
• Systems thinking, including structural patterns, reusable components, and mental models
• Ability to collaborate cross-functionally, navigate technical constraints, and align stakeholders around UX decisions
• Highly proficient in [REDACTED]
• Comfortable working within, maintaining, and extending design systems
• Prefer experience designing for financial planning, wealth management, or investing

🏖️ Benefits

• Bonus
• Equity in a rapidly growing company
• Remote-first culture—work from anywhere in the U.S.
• Flexible Paid Time Off (PTO)
• Medical, dental, and vision insurance
• 401(k) match
• Disability benefits
• Paid parental leave
• Wellness reimbursement
• Education reimbursement programs

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