The Role

We're looking for a Staff Product Designer specializing in investment products, responsible for shaping end-to-end experiences for Wealth Advisors and client-facing tools. This role translates complex financial systems into clear, intuitive, and high-performance user experiences.

You'll thrive in ambiguity, work at high velocity, and drive problems from discovery through polished execution — collaborating closely with Product, Engineering, and Research to define solutions, rapidly prototype and validate ideas, and shape product direction. Strong expertise in investment workflows, data-heavy interfaces, and design systems is essential, along with a passion for AI-enabled workflows and design-to-code efficiency.

Your Impact

• Drive end-to-end product design across discovery, definition, prototyping, validation, and final execution with high velocity and exceptional craft
• Shape design direction for complex investment workflows — portfolios, order execution, asset allocation, performance, and risk — translating them into clear, actionable user experiences
• Partner closely with Product and Engineering to define strategy, surface constraints, and drive high-impact investment product decisions
• Design and validate solutions through rapid prototyping, experimentation, and structured user feedback loops
• Create high-fidelity designs, interactive prototypes, and decision-driving artifacts that directly influence product direction
• Transform dense financial and market data into clear, usable visualizations, dashboards, and decision-support tools
• Contribute to and evolve a scalable design system that supports speed, consistency, and product complexity
• Leverage AI, automation, and modern design tooling to accelerate exploration, iteration, and production readiness
• Elevate design quality and thinking across the organization through critique, feedback, and informal mentorship
• Act as a strategic thought partner to Product and Engineering — helping shape roadmap priorities within the investment domain
• Clearly articulate design rationale grounded in user behavior, financial logic, and business outcomes

The Ideal Match

• 8+ years of product design experience with deep expertise in complex, data-rich digital products
• Proven track record designing investment, trading, wealth management, or financial analytics platforms — institutional or retail
• Strong understanding of investment concepts including market data and pricing mechanics, order types and execution flows, portfolio construction and asset allocation, and performance, risk, and return analytics
• Expert-level proficiency in Figma (components, auto layout, variants, prototyping) and experience evolving design systems at scale
• Strong systems thinker who can operate across multi-step workflows and interconnected product surfaces
• Comfortable operating in ambiguity and rapidly translating loosely defined problems into structured, testable solutions
• High-agency collaborator who thrives in fast-paced startup environments and can independently drive work from concept to execution
• Strong communication skills with the ability to tailor narratives across users, engineers, and executive stakeholders

Bonus Points

• Familiarity with AI-assisted design workflows, no-code tools, and design-to-code pipelines
• Experience mentoring or informally leading other designers in high-growth environments
• Experience working with real-time market data, trading infrastructure, or institutional investment systems
• Background in designing for quantitative or analytical user personas — traders, portfolio managers, or RIAs

Why Join Us

• Learn & grow through book clubs, seminars, and peer learning sessions
• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO
• An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together

Ready to disrupt wealth management? Let's talk!