The OpportunityWealth's mission is to deliver a revolutionary financial and estate management platform for the modern world. We are looking for a
Staff Product Designer to serve as a principal interaction and UX architect across our entire platform ecosystem. This is a high-impact, customer-facing role where you will design the workflow patterns, navigation models, and system behaviors for our enterprise advisory and end-client platforms.
As a Staff Product Designer, you will bridge complex legal/financial domain logic, system architecture, and direct customer insights. You will operate on the front lines with financial advisors, enterprise partners, and end-clients, transforming dense operational complexity into intuitive, highly usable product workflows.
Key Responsibilities- Direct Customer Discovery & Co-Design: Lead qualitative user research, contextual inquiries, and workflow-mapping sessions with financial advisors, wealth management executives, and legal staff to uncover operational bottlenecks and usability issues.
- Customer Advisory & Usability Validation: Establish ongoing testing loops with key enterprise accounts to validate information architecture, test interaction prototypes, and ensure key workflows reduce advisory friction.
- Customer-Facing UX Representation: Join enterprise client meetings alongside Product Management and Customer Success to present core UX frameworks, walk through end-to-end user journeys, and champion usability requirements.
- End-to-End Interaction Architecture: Own the interaction design and information architecture for high-stakes, multi-persona platform workflows-mapping intricate legal document ingestion, financial data structures, and estate planning journeys.
- UX Systems & Interaction Patterns: Define and maintain foundational interaction patterns, user task flows, navigation systems, and accessibility standards to ensure consistent application behaviors across all product squads.
- Cross-Functional Discovery & Alignment: Partner closely with Product Managers and Engineering leads to translate customer feedback into structured user flows, edge-case coverage, and clear interaction specifications.
- Market & UX Strategy: Analyze industry workflow patterns and user behavior metrics to optimize user efficiency and maintain our position as market leaders in AdvisorTech.
Qualifications- 10+ years of digital product design experience (or equivalent design leadership experience), with a track record of building interaction architectures for complex enterprise SaaS or Fintech platforms.
- Deep Customer Interaction Background: Proven experience leading customer research, conducting deep-dive user interviews, running usability tests, and incorporating qualitative research into product strategy.
- Mastery of Information Architecture & UX: Demonstrated expertise in mapping complex user mental models, designing intuitive task flows, organizing deep hierarchical data, and establishing interaction frameworks.
- Domain Complexity Translation: Proven ability to unpack complex legal, regulatory, and financial processes (such as estate structures, tax planning, and document parsing) into simple, logical user steps.
- Data-Informed UX Decisions: Experience pairing qualitative user feedback with quantitative usage metrics, task completion times, and user efficiency analytics to iterate on platform interactions.
- Cross-Functional Communication: Exceptional ability to clearly present and advocate for complex interaction models to executive leadership, technical teams, and external enterprise clients.
- A "Founder" Mentality: Highly autonomous, resourceful, and relentless about solving complex, real-world user efficiency problems.
Benefits & Perks- Competitive salary.
- Hybrid work arrangement in New York City, San Francisco, or Phoenix (3x a week)
- Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% company-paid basic life insurance, short-term and long-term disability insurance.
- 100% paid parental leave upon eligibility.
- Company equity managed through Carta.
- 401k with match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays-and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
- Free estate planning for life!
