Product Designer

is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance,  combines proprietary AI with deep technical expertise to serve the needs of clients across the wealth spectrum. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025  Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces Advisor Tech Study.

Our team is fundamental to our standing as the leading wealth planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making  a truly enjoyable workplace.  is proud to be certified as a Great Place to Work for 2025.

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.

• 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…