The RoleWe'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! 
