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
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
Leverage Savvy’s design system and established interaction patterns to create cohesive experiences
Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and iteration
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
Requirements
5-7 years of experience in product design, preferably in a fast-paced B2C startup environment
Experience designing complex systems or service-oriented products for consumers while working shoulder-to-shoulder with other teams
Excellent problem-solving skills and can prioritize tasks effectively with strong attention to detail
Strong interaction design, brand, and information architecture skills
Skilled communicator with the ability to absorb and distill complexity and drive decision-making
Love backing your work with research, knowing that research pays dividends in translating insights into product decisions
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
Excited about integrating AI tools into your design workflow and building AI-powered product experiences
Team player who’s invested in shaping the future of wealth management
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)