Product Designer

• Wealth’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
• 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 Advisor Tech

• Full medical and dental benefits
• Company equity managed through Carta
• 401k with Match and 100% vesting upon hire
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
• Fully remote, flexible work environment (we do however meet together in person several times a year)
• Paid parental leave

A “Founder” Mentality:
Highly autonomous, resourceful, and relentless about solving complex, real-world user efficiency problems

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

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

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
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