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Partner with private wealth advisers and product managers to understand user needs, define product opportunities, and design end-to-end experiences across financial planning, transactions, CRM, and AI-assisted workflows. Prototype and validate solutions with users, prepare clear specifications for engineers, contribute to front-end code when appropriate, and evolve the design system through production.
Responsibilities
- Conduct user research with private advisors to understand needs and define problem statements
- Design endâtoâend journeys for financial planning, operations, and CRM tools
- Create rapid prototypes using AI assistance and test with users
- Write clear specifications for engineers and contribute to frontâend code when needed
- Evolve and maintain the design system
- Collaborate daily with product managers, engineers and AI specialists in a squad structure
Requirements
- Strong experience in product design with a portfolio showing research, iteration and decisionâmaking
- Proficiency in Figma for exploration and prototyping
- Ability to work with rich data interfaces (tables, charts, numbers)
- Clear oral and written communication skills
- Technical curiosity and willingness to engage with frontâend code
Key Skills
About Rockfi
RockFi is a fintech familyâoffice platform that combines former privateâbanking expertise with AIâdriven tools to help advisors manage client wealth more efficiently.
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