We are a high-growth technology company building an intelligent software platform for professionals operating across complex financial and advisory workflows.
The industry has historically relied on fragmented systems, manual processes, and software that was not designed for the complexity of today's client relationships. Our platform transforms complex information into structured, actionable data and combines it with intelligent workflows to help professionals collaborate more effectively, automate time-consuming processes, and deliver highly personalized client experiences at scale.
We serve a growing customer base across financial services and other professional services organizations, ranging from specialist firms to large enterprises. As the platform expands, design will play a critical role in making increasingly sophisticated workflows feel simple, intuitive, and powerful.
The Opportunity
We consider design a significant competitive advantage and are looking for a Design Leader to lead and evolve the design function as the company enters its next phase of growth.
This is a highly hands-on leadership role. You will manage an experienced design team, help define how the function grows, and partner closely with Product and Engineering leadership to shape product strategy and execution. You will also remain deeply involved in the craft, personally designing and delivering some of the company's most important product experiences.
We're looking for someone who is deeply customer-centric and energized by solving complex workflow and information architecture challenges. You combine exceptional product thinking with strong interaction and visual design skills and believe great products are created through thoughtful systems, close cross-functional collaboration, and rigorous attention to detail.
You will help establish a strong design culture while ensuring the company consistently delivers intuitive, elegant experiences across an increasingly sophisticated platform.
You Will
- Lead the design function across product and broader customer experience initiatives, with the primary focus on product design
- Manage, mentor, and develop an experienced team of Product Designers while helping scale the function as the company grows
- Establish the vision, principles, and quality bar for design across the organization
- Partner closely with Product and Engineering leadership to influence product strategy, roadmap priorities, and execution
- Develop a deep understanding of customers, their workflows, and the challenges associated with complex financial and professional services
- Lead end-to-end design for strategic initiatives, from customer research and product definition through high-fidelity design, testing, and launch
- Translate sophisticated workflows and large amounts of information into intuitive and approachable user experiences
- Establish scalable design processes, critiques, and feedback loops that allow teams to move quickly while maintaining a high quality bar
- Evolve the design system to improve consistency, usability, and development velocity across the product
- Champion customer empathy, experimentation, and continuous improvement throughout the organization
- Work closely with customers and internal stakeholders to identify opportunities for new products, workflows, and experiences
What We’re Looking For
- 12+ years of product design experience, including experience leading and managing high-performing design teams
- A strong portfolio demonstrating exceptional product thinking, interaction design, UX, and visual design across complex software products
- Experience remaining highly hands-on while simultaneously leading and developing other designers
- Experience partnering closely with Product and Engineering leaders to influence product strategy and organizational priorities
- A track record of hiring, mentoring, and developing designers and creating an environment where excellent design work can thrive
- A systems-oriented mindset with experience building and maintaining scalable design systems and design operations
- Exceptional communication skills and the ability to influence decisions across disciplines and levels of seniority
- Experience designing complex B2B SaaS, enterprise software, workflow products, or similarly sophisticated applications
- Experience designing products across web and mobile environments
- Experience working in fast-moving startup or growth-stage technology environments
- Familiarity with HTML, CSS, or modern front-end technologies is a plus
- Experience within fintech, financial services, or another highly regulated or data-intensive industry is beneficial but not required
Why Join
- Take ownership of design at a company where product experience is viewed as a core competitive advantage
- Work directly with senior Product, Engineering, and company leadership to influence both product and company strategy
- Join a fast-moving environment where teams ship frequently, learn directly from customers, and iterate quickly
- Play a foundational role in building sophisticated software that simplifies historically complex and manual workflows
- Help define the design organization, processes, systems, and culture as the company scales
- Work on products where thoughtful design can have a measurable impact on customers and the business
- Wellness benefits
- Generous paid time off and company holidays
- Flexible remote and hybrid working options
- Parental leave
- Access to a New York City office for employees who prefer an in-person or hybrid working environment