Staff Product Designer Wealth.com
AI-powered estate planning solutions for advisors and individuals.
Permanent
Remote: Not specified
225K to 245K $ a year
> 7 years
Skills we're looking for
Usability testing
Cross-functional team leadership
User research
UX design
You'll be part of
United States of America
200 employees
Artificial Intelligence / Machine Learning
Finance
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients. Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions. Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. The substantial funding it has received continues to fuel growth and product development, positioning the company to continue its path of success.
You'll be working on
- 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 AdvisorTech
Benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- 401k with Match and 100% vesting upon hire
- Full medical and dental benefits
- Company equity managed through Carta
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Paid parental leave
We're looking for
- 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