Product Designer

About the role

Savvy is on a mission to the wealth management industry by equipping independent financial advisors with an innovative AI-driven operating system. As a Series B startup, we have rapidly expanded to a team of 150 employees, achieving an impressive 500% growth year-over-year, fueled by $105 million in funding. In this role, you will be part of our Research and Development department, tasked with creating user-friendly interfaces that make complex financial information accessible for both advisors and their clients.

Key facts

What you'll do

• Spearhead product initiatives, guiding them from initial research and ideation all the way through to final implementation and launch.
• Design workflows tailored for a variety of user groups, including financial advisors, clients, and internal operations teams.
• Develop trustworthy interfaces for critical financial processes, such as fund transfers, account management, and client onboarding.
• Conduct user research, including interviews and surveys, to shape design strategies and inform product decisions.
• Collaborate closely with product managers and engineers to ensure that designs align with operational realities and service requirements.
• AI tools to enhance your design process, streamlining prototyping, research synthesis, and iterative design.
• Engage in peer design critiques, fostering a culture of high standards and accountability within the team.
• Stay updated on industry trends and best practices to continuously improve the design approach and user experience.
• Mentor junior designers, providing guidance and support to help them grow in their roles.
• Analyze user feedback and data to iterate on designs and improve overall user satisfaction.
• Participate in cross-functional team meetings to align design goals with business objectives.
• Advocate for the user experience throughout the product development lifecycle, ensuring that user needs are prioritized.

Requirements

• A minimum of 2 to 5 years of professional experience in product design, preferably in a fast-paced B2C startup environment.
• Demonstrated capability in designing intricate systems while collaborating effectively with cross-functional teams.
• Strong skills in interaction design or branding, with a keen eye for detail.
• Ability to simplify complex information into clear and actionable design solutions.
• Experience leveraging user research to guide and validate design choices.
• A proactive attitude with the ability to thrive in a dynamic and rapidly changing environment.
• A passion for creating AI-enhanced product experiences that resonate with users.

Nice to have

• Previous experience in design roles within the fintech or wealth management sectors, or other industries that require high levels of trust and security.
• Familiarity with regulatory requirements and compliance standards in financial services.
• Experience with agile methodologies and design sprints.

Skills & tools

• Proficient in user research methodologies, including interviews, card sorting, and surveys.
• Expertise in interaction design principles and practices.
• Familiarity with AI-assisted design tools and workflows.
• Experience in designing complex systems that require a deep understanding of user needs and behaviors.

Practical notes

• Savvy offers a comprehensive benefits package that includes unlimited paid time off (PTO), paid holidays, and extensive medical, dental, and vision insurance coverage.
• Financial benefits include a 401(k) plan, commuter benefits, and Health Savings Account (HSA) or Flexible Spending Account (FSA) options.
• Wellness initiatives feature Spring Health for virtual mental health support, Rightway health concierge services, and the Guardian WorkLifeMatters Employee Assistance Program (EAP) for legal, financial, and fitness counseling.
• Our NYC office provides daily lunch and snacks, fostering a collaborative and enjoyable work environment.

Join us at Savvy and be a part of a transformative journey in the wealth management space, where your design expertise can make a significant impact on the lives of financial advisors and their clients.

About the company

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.