Senior Product Designer, Family Office

Savvy Wealth • New York, NY

10d

About The Position

As a Senior Product Designer for Family Office, you'll take on one of the most complex and rewarding challenges in fintech - - reimagining the infrastructure that connects advisors, clients, and the custodial institutions that hold their assets. You'll own the workflows where our platform meets legacy financial systems, and your job won't be to accept those constraints. It will be your responsibility to challenge them and find elegant design solutions that abstract away institutional complexity and deliver seamless experiences to advisors and their clients. Beyond integration, you'll shape the vision for a comprehensive family office suite, designing how multi-generational wealth, entity structures, and sophisticated account hierarchies come together in a single, cohesive platform. This role is for a designer who thrives at the intersection of systems thinking. user empathy, and service design — someone who sees an archaic industry not as a limitation, but as an opportunity to define what modern wealth infrastructure should look like.
This is a high-ownership, high-impact role. You will lead complex initiatives end-to-end, from discovery through execution, while collaborating closely with product, engineering, operations, and advisors. You will design across multiple touchpoints and systems, not just screens, ensuring our product reflects the full service experience behind it.
The ideal candidate is a systems thinker who thrives in ambiguity, understands complex service environments, and is excited to push the craft forward, especially by integrating AI into their design workflows.

Requirements

• You have 5-7 years of experience in product design, preferably in a fast-paced startup environment.
• You’re excited about integrating AI tools into your design workflow and building AI-powered product experiences
• You have experience designing complex systems or service-oriented products with multiple user types
• You are an owner, have excellent problem-solving skills, and can prioritize tasks effectively with strong attention to detail.
• You pride yourself in strong interaction design, systems thinking, and information architecture skills
• You're a skilled communicator with the ability to absorb and distill complexity and drive decision-making.
• You love backing your work with research, knowing that research pays dividends in translating insights into product decisions
• You thrive in fast-paced, ambiguous environments and are a naturally curious, proactive self-starter who is constantly on the lookout for new opportunities and solutions.
• You are a team player who’s excited to shape the future of wealth management

Nice To Haves

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

Responsibilities

• Design complex end-to-end experiences
• Partner with Product Management and own major initiatives from research and discovery through high-fidelity execution and launch
• Design across multiple user types (advisors, clients, operations) and ensure solutions account for downstream workflows and service realities.
• Optimize for the service, not just the surface — designing with operational clarity, advisor workflows, and client communication in mind.
• Identify opportunities where AI can meaningfully enhance the product experience.
• Bring human signals into the product
• Design high-trust experiences for sensitive financial moments such as onboarding, account transfers, and money movement.
• Prioritize advisor presence, personalization, and clarity during moments of uncertainty or risk.
• Apply and evolve design patterns thoughtfully
• Leverage Savvy’s design system and established interaction patterns to create cohesive experiences.
• Extend or adapt patterns when complex workflows or AI-driven features require clearer or more innovative solutions.
• Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and iteration.
• Research and discovery
• Conduct user research with financial advisors and internal stakeholders using appropriate methods (i.e user interviews, surveys, card sorting, etc).
• Translate research insights into clear product recommendations and design decisions.
• Partner with product and engineering to define scope and priorities.
• Embrace and evolve our culture
• Contribute to a culture of thoughtful critique, high standards, and low ego collaboration.
• Share learnings, tools, and AI-driven workflows that elevate the broader design and product team.
• Provide constructive feedback to peers and cross-functional partners, helping maintain a strong culture of ownership and accountability.
• Model curiosity, adaptability, and resilience in a fast-paced, evolving environment.

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
• Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed