About Savvy Wealth

• 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

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)