What are the responsibilities and job description for the Senior Product Designer position at Savvy Wealth?
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. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. 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.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. 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. 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. Come help us scale!
The Role
As a Senior Product Designer focused on client experience, you'll own the end-to-end journey that defines how clients understand, engage with, and feel about their financial lives — and the advisors guiding them. You'll design the interfaces and interactions that make wealth management feel intuitive, transparent, and personal, turning complex financial data into moments of clarity and confidence.
Your work will shape how we bridge the gap between human advisory expertise and modern technology, creating a client experience that rivals the best consumer fintech while preserving the trust and depth of a true advisor relationship. This is a role for someone who's energized by the question of what wealth management should feel like for the next generation of clients — and wants to build it. Consider this a role where you can push your design system chops and innovate our external branch.
This is a high-ownership, high-impact role. You will lead complex initiatives end-to-end, from discovery through execution, while collaborating closely with product, engineering, operations, and advisors. You will design across multiple touchpoints and systems, not just screens, ensuring our product reflects the full service experience behind it.
Responsibilities
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. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.
Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. 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.
We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. 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. 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. Come help us scale!
The Role
As a Senior Product Designer focused on client experience, you'll own the end-to-end journey that defines how clients understand, engage with, and feel about their financial lives — and the advisors guiding them. You'll design the interfaces and interactions that make wealth management feel intuitive, transparent, and personal, turning complex financial data into moments of clarity and confidence.
Your work will shape how we bridge the gap between human advisory expertise and modern technology, creating a client experience that rivals the best consumer fintech while preserving the trust and depth of a true advisor relationship. This is a role for someone who's energized by the question of what wealth management should feel like for the next generation of clients — and wants to build it. Consider this a role where you can push your design system chops and innovate our external branch.
This is a high-ownership, high-impact role. You will lead complex initiatives end-to-end, from discovery through execution, while collaborating closely with product, engineering, operations, and advisors. You will design across multiple touchpoints and systems, not just screens, ensuring our product reflects the full service experience behind it.
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.
- Optimize for the service, not just the surface — designing with operational clarity, advisor workflows, and client communication in mind.
- Identify opportunities where AI can meaningfully enhance the product experience.
- Bring human signals into the product
- Design high-trust experiences for sensitive financial moments such as onboarding, account transfers, and money movement.
- Prioritize advisor presence, personalization, and clarity during moments of uncertainty or risk.
- 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.
- 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.
- 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.
- You have 5-7 years of experience in product design, preferably in a fast-paced B2C startup environment.
- You have experience designing complex systems or service-oriented products for consumers while working shoulder-to-shoulder with other teams
- 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, brand, and information architecture skills
- You're a skilled communicator with the ability to absorb and distill complexity and drive decision-making.
- You love backing your work with research, knowing that research pays dividends in translating insights into product decisions
- You thrive in fast-paced, ambiguous environments and are a naturally curious, proactive self-starter who is constantly on the lookout for new opportunities and solutions.
- You’re excited about integrating AI tools into your design workflow and building AI-powered product experiences
- You are a team player who’s invested in shaping the future of wealth management
- Experience designing in fintech, wealth management, or other high-trust, high-stakes domains
- 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)
Salary : $180,000 - $215,000