Senior Product Designer

About the role

Savvy is transforming the wealth management sector by providing independent advisors with a modern, AI-native platform. As a Senior Product Designer, you will lead the evolution of our financial infrastructure and advisor-facing tools to simplify complex, manual industry workflows. You will own the end-to-end design of high-impact features that bridge the gap between legacy financial operations and modern user expectations. This role requires a strategic thinker who can translate ambiguous business problems into coherent, user-centered design solutions. You will partner closely with cross-functional teams to define and refine the product vision through research, synthesis, and iteration. Your work will directly influence how thousands of financial advisors interact with their core tools on a daily basis. You will be responsible for ensuring that every touchpoint feels intuitive, reliable, and aligned with the broader product strategy.

Key facts

What you'll do

• Drive major product initiatives from initial research and discovery through to final execution and launch, ensuring alignment with business goals and user needs.
• Design cohesive workflows for diverse user groups, including financial advisors, clients, and internal operations teams, mapping out each step of the user journey.
• Build high-trust interfaces for critical financial tasks such as account transfers, onboarding, and money movement, focusing on clarity and error prevention.
• Integrate Savvy Intelligence and other AI capabilities to improve user productivity and decision-making, making advanced features feel seamless and natural.
• Conduct user research, including interviews and surveys, to inform design strategy and product prioritization, turning qualitative insights into actionable design directions.
• Maintain and scale our design system while adapting patterns for complex, AI-driven features, ensuring consistency across new and existing products.
• Collaborate with engineering and product management to ensure operational clarity and service-oriented design, bridging the gap between technical constraints and user expectations.
• Define and own the information architecture for complex financial workflows, organizing content and functionality in a way that supports intuitive navigation.
• Prototype interactive experiences to validate concepts early, using tools to simulate flows and gather feedback before significant engineering investment.
• Advocate for accessibility and usability standards, ensuring that designs are inclusive and meet baseline compliance for financial applications.
• Analyze design performance using qualitative and quantitative signals, iterating based on observed user behavior and stated feedback.
• Partner with data teams to identify opportunities for experimentation, using insights to refine interactions and improve key metrics over time.
• Lead design critiques and knowledge-sharing sessions within the team, fostering a culture of continuous learning and improvement.
• Mentor junior designers by providing guidance on process, standards, and best practices, helping to elevate the overall design quality of the team.

Requirements

• 5-7 years of experience in product design, ideally within a fast-paced startup setting, with a track record of shipping impactful products.
• Proven ability to design complex systems or service-oriented products involving multiple user types, balancing the needs of each group effectively.
• Strong foundation in interaction design, information architecture, and systems thinking, enabling you to create structured and logical user experiences.
• Demonstrated ability to use AI tools to accelerate research, prototyping, and iteration, incorporating emerging technologies into your design process.
• Excellent communication skills with the ability to distill complex problems into clear design decisions, presenting rationales to both technical and non-technical stakeholders.
• Strong ownership mindset and the ability to manage tasks effectively in an ambiguous environment, taking initiative when direction is limited.
• Experience using research insights to drive product strategy and design outcomes, ensuring that decisions are grounded in user behavior and needs.
• Comfort working in a high-trust, service-oriented environment where operational clarity and reliability are essential to the business.

Nice to have

• Background in fintech, wealth management, or other high-stakes, high-trust industries.

Skills & tools

• Proficiency in modern design and prototyping software.
• Experience with AI-integrated design workflows.
• Strong grasp of service design and operational workflow mapping.

Practical notes

• Benefits include unlimited PTO, paid company holidays, and comprehensive medical, dental, and vision insurance.
• Financial perks include a 401(k) plan, HSA/FSA options, and commuter benefits.
• Wellness support includes Spring Health for mental health, Rightway health concierge, and the Guardian WorkLifeMatters EAP.
• The NYC office provides daily lunch and snacks.