Staff Product Designer - Investment Products

The Role

We're looking for a Staff Product Designer specializing in investment products, responsible for shaping end-to-end experiences for Wealth Advisors and client-facing tools. This role translates complex financial systems into clear, intuitive, and high-performance user experiences.

You'll thrive in ambiguity, work at high velocity, and drive problems from discovery through polished execution — collaborating closely with Product, Engineering, and Research to define solutions, rapidly prototype and validate ideas, and shape product direction. Strong expertise in investment workflows, data-heavy interfaces, and design systems is essential, along with a passion for AI-enabled workflows and design-to-code efficiency.

Your Impact

• Drive end-to-end product design across discovery, definition, prototyping, validation, and final execution with high velocity and exceptional craft


• Shape design direction for complex investment workflows — portfolios, order execution, asset allocation, performance, and risk — translating them into clear, actionable user experiences


• Partner closely with Product and Engineering to define strategy, surface constraints, and drive high-impact investment product decisions


• Design and validate solutions through rapid prototyping, experimentation, and structured user feedback loops


• Create high-fidelity designs, interactive prototypes, and decision-driving artifacts that directly influence product direction


• Transform dense financial and market data into clear, usable visualizations, dashboards, and decision-support tools


• Contribute to and evolve a scalable design system that supports speed, consistency, and product complexity


• Leverage AI, automation, and modern design tooling to accelerate exploration, iteration, and production readiness


• Elevate design quality and thinking across the organization through critique, feedback, and informal mentorship


• Act as a strategic thought partner to Product and Engineering — helping shape roadmap priorities within the investment domain


• Clearly articulate design rationale grounded in user behavior, financial logic, and business outcomes

The Ideal Match

• 8+ years of product design experience with deep expertise in complex, data-rich digital products


• Proven track record designing investment, trading, wealth management, or financial analytics platforms — institutional or retail


• Strong understanding of investment concepts including market data and pricing mechanics, order types and execution flows, portfolio construction and asset allocation, and performance, risk, and return analytics


• Expert-level proficiency in Figma (components, auto layout, variants, prototyping) and experience evolving design systems at scale


• Strong systems thinker who can operate across multi-step workflows and interconnected product surfaces


• Comfortable operating in ambiguity and rapidly translating loosely defined problems into structured, testable solutions


• High-agency collaborator who thrives in fast-paced startup environments and can independently drive work from concept to execution


• Strong communication skills with the ability to tailor narratives across users, engineers, and executive stakeholders

Bonus Points

• Familiarity with AI-assisted design workflows, no-code tools, and design-to-code pipelines


• Experience mentoring or informally leading other designers in high-growth environments


• Experience working with real-time market data, trading infrastructure, or institutional investment systems


• Background in designing for quantitative or analytical user personas — traders, portfolio managers, or RIAs

Why Join Us

• Learn & grow through book clubs, seminars, and peer learning sessions


• Competitive comp package that rewards impact


• Work alongside some of the brightest minds in fintech


• Ground-floor opportunity at a fast-scaling startup


• Chart your own growth path as we expand


• Full health benefits + 401(k) matching & Roth IRA options


• Unlimited PTO


• An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together

Ready to disrupt wealth management? Let's talk!