Product Designer

Savvy Advisors, Inc.

$90K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5 years of experience in product design, ideally in a fast-paced B2C startup environment.
  • Proven track record designing complex systems collaboratively with diverse teams.
  • Strong problem-solving skills and attention to detail in task prioritization.
  • Expertise in interaction design and brand development.
  • Effective communicator capable of simplifying complex information and influencing decisions.
  • Experience in using research to inform design decisions.
  • Comfortable operating in fast-paced and ambiguous situations, demonstrating curiosity and proactivity.
  • Interest in integrating AI tools into design processes.

Responsibilities

  • Design end-to-end user experiences for wealth management.
  • Collaborate with Senior Product Designers and Product Management on major design initiatives.
  • Consider diverse user types in solution design and optimize for operational realities.
  • Create high-trust product experiences for sensitive financial moments.
  • Utilize established design systems and AI tools for efficient design processes.
  • Conduct user research to gather insights from financial advisors and translate them into design recommendations.
  • Foster a collaborative and accountable team culture through constructive feedback and adaptability.

Benefits

  • Competitive salary and equity package.
  • Unlimited PTO and paid company holidays.
  • Holistic medical, dental, and vision plans.
  • Company 401(k), Commuter, and HSA/FSA plans.
  • Office located in the heart of Manhattan.
  • Provided lunch and snacks in the office.
  • Virtual mental health care access and health concierge services.
  • Counseling services for various personal needs including stress management and financial issues.
Full Job Description
The Role:

As a Product Designer, you'll own the end-to-end journey that defines how advisors and clients understand, engage with, and feel about their financial lives. You'll design the interfaces and interactions that make wealth management feel intuitive, transparent, and personal, turning complex financial data into moments of clarity and confidence.

This is a high-impact role where we're looking for someone with a high slope. You will co-lead complex initiatives end-to-end, from discovery through execution, while collaborating closely with other design partners and stakeholders across product, engineering, operations, and advisors.

How you'll make an impact:
  • Design complex end-to-end experiences
    • Partner with Senior Product Designers and Product Management and own major initiatives from research and discovery through high-fidelity execution and launch
    • Design across multiple user types (advisors, clients, operations) and ensure solutions account for downstream workflows and service realities.
    • Optimize for the service, not just the surface - designing with operational clarity, advisor workflows, and client communication in mind.
  • Bring human signals into the product
    • Design high-trust experiences for sensitive financial moments such as onboarding, account transfers, and money movement.
  • Apply and evolve design patterns thoughtfully
    • Leverage Savvy's design system and established interaction patterns to create cohesive experiences.
    • Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and iteration.
  • Research and discovery
    • Conduct user research with financial advisors and internal stakeholders using appropriate methods (i.e user interviews, surveys, card sorting, etc).
    • Translate research insights into clear product recommendations and design decisions.
  • Embrace and evolve our culture
    • Contribute to a culture of thoughtful critique, high standards, and low ego collaboration.
    • Provide constructive feedback to peers and cross-functional partners, helping maintain a strong culture of ownership and accountability.
    • Model curiosity, adaptability, and resilience in a fast-paced, evolving environment.


We're excited about you because:

Must Have
  • You have 2-5 years of experience in product design, preferably in a fast-paced B2C startup environment.
  • You have experience designing complex systems working shoulder-to-shoulder with other teams
  • You have excellent problem-solving skills, and can prioritize tasks effectively with strong attention to detail.
  • You pride yourself in strong interaction design or brand skills
  • You're a skilled communicator with the ability to absorb and distill complexity and drive decision-making.
  • You love backing your work with research, knowing that research pays dividends in translating insights into product decisions
  • You thrive in fast-paced, ambiguous environments and are a naturally curious, proactive self-starter who is constantly on the lookout for new opportunities and solutions.
  • You're excited about integrating AI tools into your design workflow and building AI-powered product experiences
  • You are a team player who's invested in shaping the future of wealth management

Nice to Have
  • Experience designing in fintech, wealth management, or other high-trust, high-stakes domains
Benefits:
  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • NYC office in the heart of Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

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