Staff Product Designer - Investment Products

The Staff Product Designer will shape end-to-end experiences for wealth advisors and client-facing tools by translating complex financial systems into intuitive interfaces. They will collaborate with product, engineering, and research teams to drive product strategy, rapid prototyping, and high-fidelity execution.

Responsibilities

• 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 and translate 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

Requirements

• 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
• 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 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

Benefits

• Competitive comp package that rewards impact
• 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

Key Skills