Founding Product Designer (Hazel AI) Altruist
All-in-one platform for financial advisors and clients.
Permanent
San Francisco
Occasional remote
175K to 275K $ a year
> 5 years
Skills we're looking for
Attention to detail
React
TypeScript
JavaScript
You'll be part of
853 employees
Finance
Our take
The world of wealth management is changing fast, and financial advisors are feeling the strain. Between managing client expectations, navigating complex regulations, and keeping up with endless admin tasks, there's little time left for what really matters, helping clients make smarter financial decisions. And that's where Altruist comes in, set out to modernize custodial services, making it easier and more efficient for advisors to manage portfolios, handle compliance, and deliver great client experiences without getting buried in paperwork or outdated systems. Its a technology-driven custodian built specifically for financial advisors and it combines powerful digital tools with custody services to simplify how advisors run their businesses. The company recently launched HAzel, and AI-powered assistant designed to take on the day-to-day tasks that slow advisors down (think note-taking, email drafting, and meeting summarising). Hazel even pulls insights from firm data, emails, and documents to give personalized, context-aware answers to questions. And by integrating tools like Salesforce and Redtail., Hazel acts like a smart teammate that helps advisors stay organized and focused on clients. Like many fast-growing tech firms, Altruist has had to make some tough decisions along the way. The company recently laid off around 15% of its workforce as part of a plan to sharpen its focus on the most impactful parts of its business. Deepsite that, CEO Jason Wenk says Altruist is having a record with assets up 50%, revenue per employee climbing 70%, and a clear path to profitability. With this strong growth, zero debt, and the rollout of Hazel, Altruist is proving it can innovate and scale sustainably.
You'll be working on
- We’re hiring an experienced Founding Product Designer to lead design across Hazel end-to-end: from everyday admin workflows (notes, meetings, inbox, tasks) to Hazel’s most complex, specialized AI agents, including financial planning, estate planning, and pairing/planning tools
- This is an individual-contributor role and our first and lead designer for Hazel. You’ll have the opportunity to re-imagine wealth management workflows in an AI-native format in close partnership with Product and Engineering, and help shape and maintain our design system. You’ll be a strategic partner in product decisions, weighing in on where a feature lives, what discovery should look like, and how to scope and sequence the work
- Own the end-to-end design experience across Hazel, from core admin surfaces like note-taking, inbox, and tasks to specialized, high-complexity AI agents such as financial planning, and investment analysis
- Design how Hazel captures context, summarizes information, follows up, asks clarifying questions, and takes action on a user’s behalf, all while staying predictable, transparent, and trustworthy
- Invent new interaction patterns for AI-assisted work where traditional UI doesn’t fit, blending automation, suggestions, and human control to reduce cognitive load without hiding important context
- Design patterns for how Hazel signals progress, uncertainty, permissions, and handoffs across multi-step and asynchronous workflows
- Shape how Hazel explains what it’s doing, why it’s doing it, and what it needs from the user in a way that feels intuitive and trustworthy
- Design, test, and refine experiences in tight feedback loops as Hazel’s capabilities expand with model improvements
- Work on critical-path features, adapting designs as the underlying agent becomes more capable and the product surface area grows
- Contribute to and maintain Ethos, our design system, ensuring pixel-perfect implementation and consistent interaction patterns across Hazel and the broader platform
- Obsess over the details that make tools feel calm, fast, and reliable: clear hierarchy, thoughtful defaults, crisp feedback loops, and minimal friction in day-to-day use
- Design for a wide range of advisor tech-savviness, making complex agent workflows approachable without dumbing them down or overwhelming less technical users
- Sit at the table on product strategy: help decide where features live, what to build versus defer, and what discovery is needed before committing to a direction
- Pair with product marketing, brand, and engineers on implementation, and pressure-test ideas directly with users and design partners
Benefits
- Grow your career: Altruist is a thoughtful, fast-growing company that values high achievers
- Our success is your success: Be rewarded for doing great work - competitive compensation and equity for all team members
- Take care of yourself: Health, dental, and vision coverage, available on your first day
- Work-life integration: We work hard and respect everyone’s whole selves
- You’re welcome here: Altruist is proud to be an equal opportunity employer. We’re committed to inclusivity
We're looking for
- A systems-level mindset for how features connect across a broad, complex product surface, and how those pieces should feel cohesive within one agent experience
- Product judgment beyond the pixels: ability to reason about scope and impact of design on the business
- Strong interaction design fundamentals and a track record of shipping real products—not just concepts or prototypes
- Comfort designing in ambiguous problem spaces with evolving constraints and rapidly changing AI capabilities
- High craft bar and strong taste in interaction, UX writing, and visual hierarchy, with the portfolio to back it up
- 5+ years of experience in product design, with a focus on complex, multi-step workflows and end-to-end ownership from discovery through launch
- Ability to prototype and build in code (e.g., HTML/CSS/JavaScript/TypeScript, React, or similar), and comfort working directly in front-end codebases
- Experience designing or building AI-powered or agentic products, especially those that automate or assist with complex knowledge work
- Familiarity with design systems and front-end component libraries, ideally in React or similar ecosystems
- Background in productivity tools, admin workflows, financial planning, or advisor/knowledge work software
How we hire
- To be considered for this role, you must:
- Provide a portfolio with clear, high-quality examples of shipped product work (not just mockups)
- Include any passwords required to access your portfolio; password-protected portfolios without credentials cannot be reviewed