About Savvy Wealth:

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!

The Role:

As a Senior Product Designer at Savvy you'll take on one of the most complex and rewarding challenges in fintech: reimagining financial infrastructure, evolving our system of record, and innovating on an ideal advisor-powered client experience. You'll own the workflows where our platform meets legacy financial systems, and it will be your responsibility to challenge assumptions. This role is for a designer who thrives at the intersection of systems thinking, user empathy, and service design.

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.

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.

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.

Must Have:

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 Have:

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

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)