Are you energized by designing complex data-rich workflows that help investment firms make faster, smarter decisions? Do you enjoy simplifying deeply technical reporting and analytics systems into intuitive, elegant user experiences that customers trust every day? Are you excited to shape how AI, automation, and intelligent workflows transform modern investment reporting platforms at scale? If so, we invite you to be a part of our innovative team.
As a Product Designer at Ridgeline, you’ll help modernize one of the most operationally complex areas of investment management software: client reporting, reporting infrastructure, and data intelligence workflows. You’ll partner closely with product managers, engineers, and customers to design reporting experiences that are powerful, scalable, and intuitive across advisors, operations teams, and investors. You’ll work across workflows including report discovery, report generation, scheduling, permissions, dashboards, AI-assisted reporting, and client-facing outputs while helping define the future of intelligent reporting systems. You’ll leverage modern AI tools like Claude, Cursor, and Claude Code to accelerate exploration, prototype experiences, evaluate edge cases, and improve product quality and design velocity across the entire design process.
At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.If this excites you, we’d love to meet you!
You must be work authorized in the United States without the need for employer sponsorship.
The impact you will have:
- Reimagine client reporting workflows across dashboards, report discovery, embedded PDFs, exports, and reporting home experiences
- Design intuitive workflows for configuring, generating, scheduling, monitoring, and troubleshooting complex reporting operations
- Define scalable experiences for template management, conditional content, disclaimers, reusable report structures, and advanced configuration workflows
- Build intelligent reporting surfaces that incorporate AI-assisted guidance, personalization, search, and configurable reporting experiences
- Create transparent access and sharing experiences for reports, batches, permissions, and administrative controls
- Prototype and iterate quickly using tools like Claude, Cursor, and Claude Code to explore workflows, edge cases, and interaction patterns
- Translate concepts into polished, production-ready experiences in Figma with strong systems thinking and visual craft
- Collaborate closely with engineering to ensure designs are feasible, scalable, and thoughtfully implemented
- Contribute to Ridgeline’s design systems, interaction patterns, prompt libraries, and AI design practices
- Conduct customer conversations, lightweight research, and usability testing to rapidly validate ideas and improve workflows
- Mentor designers through feedback, collaboration, and thoughtful design critique
- Think creatively, own problems, seek solutions, and communicate clearly along the way
- Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency
What we look for:
- 6+ years of experience designing and shipping successful digital product experiences
- Strong interaction design, systems thinking, visual design, and prototyping skills
- Experience designing complex workflows, data-intensive applications, or enterprise software platforms
- Active AI-native workflow experience using tools like Claude, Cursor, or Claude Code as part of daily product and design practice
- Ability to simplify technically complex systems into intuitive user experiences
- Experience collaborating closely with engineering teams to deliver thoughtful, scalable solutions
- Strong storytelling, communication, and presentation skills
- Ability to mentor and coach other designers while raising quality across a broader organization
- Experience gathering customer insights and translating findings into actionable product improvements
- Ability to manage ambiguity, prioritize effectively, and drive clarity across cross-functional teams
- Strong problem-solving skills and a high level of product ownership
- Willingness to learn about cutting-edge technologies while cultivating expertise in investment management workflows and reporting systems
- Ability to communicate effectively with colleagues at all levels
- A shareable portfolio (attachment or online)
Bonus:
- Experience in financial services, investment management, reporting platforms, or analytics products
- Experience conducting user research and usability testing
- Proficiency with modern front-end technologies including React, JavaScript/TypeScript, and CSS
- Experience contributing to design systems and design-to-code workflows
- Experience designing AI-native product experiences including agentic behavior, transparency patterns, confidence cues, and user controls
- Experience designing reporting, dashboarding, or document-generation workflows
About Ridgeline
Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Compensation and Benefits
[For New York and California Based Only]
The typical starting salary range for new hires in this role is listed below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro Area), an alternate range may apply as specified below.
The typical starting salary range for this role is: $168,000-$210,000.
The typical starting salary range for this role in the select locations listed above is: $184,500-$231,000.
Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
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