savvy

Senior Product Designer

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At a Glance

Location
New York, United States
Employment
FULL_TIME
Experience
5–7 years
Compensation
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Department
Savvy Wealth
Posted
2026-03-11

Key Requirements

Required Skills

Excel

Domain Knowledge

  • Engineering
  • Finance
  • Legal
  • Marketing
  • Medical

Benefits & Perks

Time Off

equity package Unlimited PTO + paid company holidays Acces

Requirements

You have experience designing complex systems or service-oriented products for consumers while working shoulder-to-shoulder with other teams

You love backing your work with research, knowing that research pays dividends in translating insights into product decisions

Experience designing in fintech, wealth management, or other high-trust, high-stakes domains

Compensation & Benefits

Competitive salary and equity package

Unlimited PTO + paid company holidays

Access to holistic medical, dental, and vision plans

Company 401(k), Commuter, and HSA/FSA plans

NYC office in the heart of Manhattan

Lunch and snacks provided in the office

Responsibilities

As a Senior Product Designer focused on client experience, you'll own the end-to-end journey that defines how clients understand, engage with, and feel about their financial lives — and the advisors guiding them.

You'll design the interfaces and interactions that make wealth management feel intuitive, transparent, and personal, turning complex financial data into moments of clarity and confidence.

Your work will shape how we bridge the gap between human advisory expertise and modern technology, creating a client experience that rivals the best consumer fintech while preserving the trust and depth of a true advisor relationship.

feel like for the next generation of clients — and wants to build it.

Consider this a role where you can push your design system chops and innovate our external branch.

You will lead complex initiatives end-to-end, from discovery through execution, while collaborating closely with product, engineering, operations, and advisors.

About the Company

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. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.

We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!