Wealth.com
estate planning
StaffProductDesigner
Neural analysis suggests this role is
optimal for Lead candidates.
“Staff Product Designer at Wealth.com. Skills: product design, systems thinking, interaction design, visual design, design systems, mentorship, strategy. Contribute to the design vision and strategy for major product surfaces, partnering with Product and Engineering leadership to shape the roadmap. Lead our most complex, ambiguous, and high-impact design initiatives end-to-end — from problem framing to shipped polish”
Industry & Context.
systems thinking; simplify complex workflows
What They're Looking For.
Must Have
8+ years of product design experience, with a portfolio that demonstrates exceptional depth in systems thinking, interaction, and visual design — and a track record of leading complex initiatives at scale, Demonstrated experience operating as a Staff or Principal-level IC, including shaping strategy, leading cross-functional initiatives, and influencing without direct authority, Mastery of Figma, including components, variants, prototyping, and advanced design system architecture, Proven experience scaling design systems across large teams, products, or platforms, understanding of accessibility standards and inclusive design principles, You think in design systems and see the world in tokens, patterns, and reusable foundations, Experience designing across multiple touchpoints including web, mobile, voice, and emerging interfaces, A sophisticated approach to using motion and microinteractions to guide and engage users, Familiarity with gamification principles and a sense for where they add real value, Fluency with AI tools to move faster from concept to prototype and to bring new ideas to life, Demonstrated ability to mentor and grow other designers — your work is multiplied through the people you elevate, opinions, loosely held — you can articulate design rationale clearly to engineers, PMs, and executives alike
Nice to Have
Experience in fintech, legal tech, or regulated platforms, Familiarity with AI, AR, or VR design, A background in scaling design systems across large teams or products, Confidence working closely with engineers to ship highly polished experiences
What You'll Do.
Contribute to the design vision and strategy for major product surfaces
partnering with Product and Engineering leadership to shape the roadmap
Lead our most complex
and high-impact design initiatives end-to-end — from problem framing to shipped polish
Own and evolve our design system at scale
and scalability across responsive web and mobile
Define and uphold the craft bar for the entire design org — through critique
Use AI tools and rapid prototyping to explore
and refine concepts quickly
and help establish AI-augmented design practices across the team
Collaborate cross-functionally with Product
and Legal to simplify complex workflows and elevate user confidence
Introduce delight through gamification
and interaction details that turn utility into memorable moments
Champion accessibility and raise the bar for usability and visual quality across every product touchpoint
Mentor and coach product designers across all levels
contributing to a high-performance
high-curiosity design culture
Influence org-wide decisions on design hiring
and team structure as we scale
How You'll Work.
Team & Collaboration
partnering with Product and Engineering leadership; Collaborate cross-functionally with Product, Engineering, Research, and Legal; design is a shared language; work in the open; share early; iterate often; support one another; Everyone is part of the design process; designing alongside others; giving thoughtful feedback; coaching teammates; working closely with engineers
Communication Scope
articulate design rationale clearly to engineers, PMs, and executives alike
Process & Methodology
leading complex, high-impact initiatives end-to-end, leading cross-functional initiatives
Full Job Description
Title: Staff Product Designer Location: Hybrid (NYC) - 3x a week About Us Wealth.com http://Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com http://Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com http://Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com http://WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com http://Wealth.com a truly enjoyable workplace. Wealth.com http://Wealth.com is proud to be certified as a Great Place to Work for 2025. We're looking for a Staff Product Designer to operate as a senior individual contributor and design leader — someone who shapes the vision, raises the bar across the org, and mentors others while still being deep in the craft. You bring exceptional design quality, strong systems thinking, and a track record of leading complex, high-impact initiatives end-to-end. You don't just design screens — you set direction, influence strategy, and elevate the work of every designer around you. You're a master at your craft. You design with intention, prototype with speed
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