Staff Product Designer

The role

You will serve as a principal interaction and UX architect across the platform ecosystem. You will design workflow patterns, navigation models, and system behaviors for enterprise advisory and end-client platforms.

What you will do

• Lead qualitative user research, contextual inquiries, and workflow-mapping sessions.
• Establish ongoing testing loops with enterprise accounts to validate information architecture and prototypes.
• Join enterprise client meetings to present UX frameworks and user journeys.
• Own interaction design and information architecture for multi-persona platform workflows.
• Define and maintain foundational interaction patterns, task flows, and accessibility standards.
• Partner with Product Managers and Engineering leads to translate feedback into specifications.
• Analyze industry workflow patterns and user behavior metrics to optimize efficiency.

Required qualifications

• 10+ years of digital product design experience or equivalent design leadership experience.
• Track record of building interaction architectures for complex enterprise SaaS or Fintech platforms.
• Proven experience leading customer research, user interviews, and usability tests.
• Demonstrated expertise in mapping complex user mental models and designing task flows.
• Proven ability to unpack complex legal, regulatory, and financial processes into user steps.
• Experience pairing qualitative user feedback with quantitative usage metrics.
• Exceptional ability to present complex interaction models to executive leadership and technical teams.
• Highly autonomous, resourceful, and relentless about solving user efficiency problems.

Benefits

• Competitive salary.
• Medical, dental, and vision insurance options.
• 100% company-paid basic life insurance.
• 100% company-paid 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.
• Paid time off for holidays and birthdays.
• Free estate planning for life!

About the company

Wealth.com is an advanced planning platform that combines proprietary AI with technical expertise to serve clients across the wealth spectrum. The company is certified as a Great Place to Work for 2025.