Staff Product Designer

Join Wealth, a revolutionary financial and estate management platform. As a Staff Product Designer, you will be a principal interaction and UX architect, designing workflow patterns, navigation models, and system behaviors for our enterprise advisory and end-client platforms. You will lead user research, establish ongoing testing loops, represent UX in client meetings, own interaction design and information architecture, define UX systems and interaction patterns, partner with Product Managers and Engineering leads, and analyze industry workflow patterns and user behavior metrics. Enjoy benefits such as a 401k with match, unlimited PTO, full medical and dental benefits, company equity, a fully remote work environment, and paid parental leave.

• Lead qualitative user research and workflow-mapping sessions with financial advisors and wealth management executives to uncover operational bottlenecks and usability issues.
• Establish ongoing testing loops with key enterprise accounts to validate information architecture, test interaction prototypes, and ensure key workflows reduce advisory friction.
• 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.

• 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