design
Posted Mar 11Senior Product Designer
at Savvy
Remote
Responsibilities
- Responsibilities: Design complex end-to-end experiences - Partner with Product Management and own major initiatives from research and discovery through high-fidelity execution and launch - Design across multiple user types (advisors, clients, operations) and ensure solutions account for downstream workflows and service realities.
- Research and discovery - Conduct user research with financial advisors and internal stakeholders using appropriate methods (i.e user interviews, surveys, card sorting, etc). - Translate research insights into clear product recommendations and design decisions. - Partner with product and engineering to define scope and priorities.
Requirements
- Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
- The ideal candidate is a systems thinker who thrives in ambiguity, understands complex service environments, and is excited to push the craft forward, especially by integrating AI into their design workflows.
- - Identify opportunities where AI can meaningfully enhance the product experience.
- Apply and evolve design patterns thoughtfully - Leverage Savvy’s design system and established interaction patterns to create cohesive experiences. - Extend or adapt patterns when complex workflows or AI-driven features require clearer or more innovative solutions. - Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and iteration.
- Embrace and evolve our culture - Contribute to a culture of thoughtful critique, high standards, and low ego collaboration. - Share learnings, tools, and AI-driven workflows that elevate the broader design and product team. - Provide constructive feedback to peers and cross-functional partners, helping maintain a strong culture of ownership and accountability. - Model curiosity, adaptability, and resilience in a fast-paced, evolving environment.
- Must Have: - You have 5-7 years of
- experience in product design, preferably in a fast-paced startup environment. - You’re excited about integrating AI tools into your design workflow and building AI-powered product experiences - You have
- experience designing complex systems or service-oriented products with multiple user types - You are an owner, have excellent problem-solving skills, and can prioritize tasks effectively with strong attention to detail.
- - You pride yourself in strong interaction design, systems thinking, and information architecture skills - You're a skilled communicator with the ability to absorb and distill complexity and drive decision-making.
- Experience designing in fintech, wealth management, or other high-trust, high-stakes domains
Benefits
- We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth.
- BENEFITS: - Competitive salary and equity package - Unlimited PTO + paid company holidays - Access to holistic medical, dental, and vision plans - Company 401(k), Commuter, and HSA/FSA plans - NYC office in the heart of Manhattan - Lunch and snacks provided in the office - Access to virtual mental health care (Spring Health), vision related
- benefits (XP Health), and health concierge (Rightway) to help you find the right care - Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Additional details
- ABOUT SAVVY WEALTH: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel.
- experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
- We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
- Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.
- Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors.
- Come help us scale! The Role: As a Senior Product Designer at Savvy you'll take on one of the most complex and rewarding challenges in fintech: reimagining financial infrastructure, evolving our system of record, and innovating on an ideal advisor-powered client experience.
- You'll own the workflows where our platform meets legacy financial systems, and it will be your responsibility to challenge assumptions.
- This role is for a designer who thrives at the intersection of systems thinking, user empathy, and service design.
- You will lead complex initiatives end-to-end, from discovery through execution, while collaborating closely with product, engineering, operations, and advisors.
- - Optimize for the service, not just the surface — designing with operational clarity, advisor workflows, and client communication in mind.