Product Designer

Betterment•New York, NY
•$120,000 - $140,000•Onsite

About The Position

Betterment is seeking a Product Designer for its Advisor Solutions team, which provides a platform for independent registered investment advisors to grow and manage clients’ wealth. The designer will lead AI-powered experiences in the advisor app and design core workflows firms use to manage their businesses, including billing, monitoring client outcomes, and operating their practices at scale. The role involves solving complex, high-impact problems through creative, analytical, and systems-thinking approaches, in close partnership with product and engineering and with collaborators across business lines. The designer will own end-to-end design for projects in advisor and client dashboards, from inception through launch. They will help determine how AI fits into advisors’ daily work, creating transparent, trustworthy experiences that keep advisors in control. The team works iteratively and uses interactive prototypes to test ideas, align with partners, and support implementation. Design decisions draw on research, sales data, customer insights, usability principles, and performance metrics. The role also contributes to an accessible design system and the creation of a unified customer experience. The position is based out of Betterment’s New York City office. The listed base salary range is $120,000–$140,000, with possible variable compensation through a company incentive bonus. Betterment describes its design team as focused on excellence, supportive of open feedback, and committed to learning and collaboration.

Requirements

  • At least 3 years of relevant product design experience; previous job titles may have differed.
  • A portfolio demonstrating strong visual design, positive business impact, and experience shipping products to real people across web and mobile.
  • Experience with and curiosity about AI tools in the design process, and interest in developing shared team practices as the field evolves.
  • Excellent written and spoken communication skills.
  • Strong collaboration skills and experience incorporating cross-functional feedback.
  • Ability to identify user needs and pain points through research, usability testing, and data analysis.
  • Strong organizational skills and ability to prioritize and manage multiple projects with tight timelines.
  • Strategic thinking and a big-picture understanding of how design advances product and business goals.
  • Experience working within established accessible design systems and evolving them when appropriate.

Responsibilities

  • Design end-to-end experiences in advisor and client dashboards, owning projects from inception through launch.
  • Design core firm workflows, including billing, understanding client outcomes, and managing practices at scale.
  • Help define how AI integrates into advisors’ day-to-day practices, creating transparent and trustworthy experiences that keep advisors in control.
  • Use interactive prototypes to test ideas early, align with partners, and accelerate implementation.
  • Make data-informed design decisions using research, sales data, customer insights, usability principles, and site performance metrics.
  • Partner with product, engineering, design, and stakeholders across business lines to shape product direction and identify opportunities.
  • Track industry and competitor trends.
  • Contribute to the accessible design system and help create a unified customer experience across touchpoints.
  • Participate in open feedback and ongoing craft development with the design team.

Benefits

  • Medical, dental, and vision coverage.
  • Life and AD&D insurance.
  • Short- and long-term disability coverage.
  • Infertility support and WPATH-aligned transgender health benefits.
  • Employee Assistance Program (EAP).
  • Transit benefits and FSA and HSA options.
  • Equity for all employees, including new-hire and refresher grants.
  • Flexible paid time off.
  • Paid parental leave.
  • A fully paid four-week sabbatical in the sixth year.
  • Company-paid professional coaching for all employees.
  • Day-one 401(k) match.
  • Matching on qualified student loan payments.
  • Potential company incentive bonus.
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