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Own end-to-end design for major product surfaces, translating complex financial modeling into intuitive user experiences. Partner with PMs and engineers to define problems, validate ideas through AI-driven prototyping, and maintain Figma as the source of truth.
Responsibilities
- Own design end to end: Partner with product and engineering teams to Identify and define key problems, explore solutions, and ship work that moves key metrics — from kickoff through launch and iteration
- Align using AI: Use Claude to interrogate ideas, surface risks and edge cases, and build the product plans that align your team on direction before design starts
- Translate complexity into clarity: Use data, testing, and research to turn complex features, models, and financial scenarios that are both informationally rich and easy to navigate
- Build to validate: Use Cursor and Claude Code to build prototypes and iterate on flows that validate ideas quickly — while pushing past generic AI output to keep interactions intuitive and the UI polished
- Figma as documentation: Translate validated concepts into Figma as the source-of-truth for full state coverage, system alignment, and dev readiness
- Balance simplicity & depth: Understand what less technical users and power users each need from the product, and make deliberate calls about where to optimize, where to layer, and where to diverge
- Raise the bar: Contribute patterns, prompts, and crits that elevate Boldin’s design craft and maturity
Requirements
- 7+ years of product design experience
- Meaningful work on complex products, ideally in fintech, financial planning, analytics, healthcare, or other systems-heavy domains
- A portfolio that shows strong product thinking, interaction design, and craft, including 0→1 work that shipped to users
- Active use of AI in your design workflow — from ideation and exploration to designing and building functional prototypes
- Comfortable turning OKRs into product plans through research, exploring ideas, defining success metrics and adjusting based on results
- Ability to work US office hours, with overlap across ET and PT
Benefits
- Opportunity to work on a complex and impactful product
- Collaborative and dynamic work environment
- Professional development opportunities
Key Skills
About Boldin
Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).
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