Staff Product Designer

Hybrid, New York, Tempe, San FranciscoHybridfull-timelead

DesignProduct Designer

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Quick Summary

Key Responsibilities

Lead qualitative user research, contextual inquiries, and workflow-mapping sessions with financial advisors, wealth management executives,

Requirements Summary

Own the interaction design and information architecture for high-stakes, multi-persona platform workflows—mapping intricate legal document ingestion, financial data structures,

Technical Tools

DesignProduct Designer

Wealth.com is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, Wealth.com combines proprietary AI with deep technical expertise to serve the needs of clients across the wealth spectrum. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Our team is fundamental to our standing as the leading wealth planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.

Wealth's mission is to deliver a revolutionary financial and estate management platform for the modern world. We are looking for a Staff Product Designer to serve as a principal interaction and UX architect across our entire platform ecosystem. This is a high-impact, customer-facing role where you will design the workflow patterns, navigation models, and system behaviors for our enterprise advisory and end-client platforms.

As a Staff Product Designer, you will bridge complex legal/financial domain logic, system architecture, and direct customer insights. You will operate on the front lines with financial advisors, enterprise partners, and end-clients, transforming dense operational complexity into intuitive, highly usable product workflows.

Responsibilities

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Requirements

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What We Offer

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✓Competitive salary.

✓Hybrid work arrangement in New York City, San Francisco, or Phoenix (3x a week)

✓Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.

✓100% company-paid basic life insurance, short-term and long-term disability insurance.

✓100% paid parental leave upon eligibility.

✓Company equity managed through Carta.

✓401k with match and 100% vesting upon hire.

✓Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.

✓Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

✓Free estate planning for life!