Staff Product Designer, Retirement
Core
Designing high-trust financial experiences for small business retirement products, focusing on setup, account management, and the connection between payroll and retirement.
Role type
Staff Product Designer (Financial Services)
Builds
401(k) plans and retirement management tools for small businesses
Domain
Fintech / Retirement / Small Business
Deliverable
production ML models | product features
Required skills
End-to-end product design, complex form-heavy workflow design, strategic vision, data-informed iteration, design leadership, regulatory compliance design, systems thinking, AI fluency in design practice
Preferred skills
Experience in regulated/high-trust domains (fintech, taxes, insurance), content design for complex concepts, design system contribution
Technologies
AI tools for prototyping and testing
Responsibilities
Partner with Product to define strategy and measurable outcomes for activation, engagement, and retention; Collaborate with Data and Research to understand funnel drop-offs and iterate based on insights; Drive the full design process from scoping to MVP delivery; Translate regulatory/tax requirements into clear flows and UI patterns; Craft product narratives to align cross-functional stakeholders; Mentor design peers and raise the quality bar; Champion the design system and contribute scalable patterns; Use AI to accelerate prototyping and enhance customer experience
Seniority
Staff, strategic lead & mentorship