Senior Product Designer

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 $2.2 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!

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.

• 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…