Product Designer
Core
Design end-to-end experiences for advisor and client dashboards, integrating AI tools into financial workflows for independent investment advisors.
Role type
Product Designer (AI-native financial services)
Builds
Advisor app, client dashboards, billing workflows, AI-powered features
Domain
Financial services / Fintech / AI
Deliverable
product features
Required skills
Visual design, systems thinking, interactive prototyping, user research, data analysis, accessibility design, cross-functional collaboration
Preferred skills
AI tool curiosity, strategic thinking, portfolio demonstrating business impact
Technologies
Interactive prototypes, design systems
Responsibilities
Design end-to-end experiences from inception to launch, define AI integration in advisor practices, make data-backed design decisions, partner with product and engineering, contribute to accessible design system
Seniority
Mid-level, hands-on IC
