Senior Product Designer

Role overview

• Own design end-to-end for a core area of the company platform: the custodian and data workflows at the center of how firms move and manage client data. You are accountable for the quality of what ships, not just the spec.

• Lead the definition of high-impact product experiences. From problem decomposition and discovery to defining experience requirements, crafting workflows, and delivery high-fidelity designs.

• You design complex, data-dense UX for financial advisors and the teams who support them, by turning large, messy data into something legible and usable.

• Weave new capabilities into existing user-facing workflows so the product stays coherent and scalable as it grows, rather than adding one-off screens.

• Shape how product design integrates with engineering & product management through close collaboration, iterative prototyping, and hands-on implementation guidance.

• You are a primary contributor to growing and advocating for design as a function at the company, building the foundational structures the practice needs as it scales, starting with the design system.

Experience & Background

• 5+ years of experience in product design, UX, or HCI, with a proven ability to execute high-craft, technically informed solutions, and a personal track record of shipping complex work end-to-end.

• A portfolio that shows comprehensive ownership, from discovery through shipped features, on real products with real constraints.

• Demonstrated experience designing complex, data-dense interfaces or workflow tools, not primarily consumer or marketing work.

• Meaningful contribution to a design system: components, patterns, or documentation you have owned, maintained, and championed.

• Grounding in facts and principles: you plan and run research and usability testing, and turn what you learn into design decisions.

• A track record of communicating the "why" behind design decisions and navigating complex requirements across engineering, product, and business.

• Comfort operating in ambiguity with a proactive approach to problem-solving in mission-critical, time-sensitive environments.

Characteristics

• Sharp judgment — You reason from first principles, ask the right questions, and make sound calls when requirements are ambiguous or custodian rules conflict.

• Craft you hold yourself to — Your work has an eye: spacing, hierarchy, interaction and error states. The quality of your output reflects a standard you set for yourself, not just what was asked.

• Bias for action — You default to high-quality output shipped quickly. You start finding the right direction before everything is defined, and you drive decisions to closure.

• Driven and proactive — You are intrinsically motivated. You find the problems that matter and push them forward without waiting to be assigned.

• Sharp collaborator, low ego — You work tightly with PMs and engineers, give and take feedback with directness and care, and know when to push back and when to align. You assume positive intent and keep your cool.

• User advocate — You design from real user needs, bring user insight into decisions, and advocate for the experience even when it is inconvenient.

• Stay curious and open to growth — actively building fluency in emerging technologies like AI to unlock creativity, accelerate progress, and amplify impact

You'll stand out if you have

• Experience in fintech, wealth management, or another enterprise or regulated industry.

• Familiarity with front-end coding and how the front end is built, enough to support implementation that meets our design standards and scales, and to be a stronger partner to engineering.

• Facilitation skills to lead workshops and align cross-functional partners on user needs and direction.

• Experience designing AI-native surfaces: human-in-the-loop flows, review-and-approve patterns, and confidence or uncertainty states.

• Experience seeking out and folding new tools and methods of operating, designing and building into your own workflow.

Location

• Remote (USA), or in-person in New York City. Our NYC office is open to you as much as you want.

The company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.