Senior Product Designer, Professionals

Trust & Will; United States; Remote; USD 160,000 - 190,000; Full time

Job summary

A leading company in estate planning is seeking a Senior Product Designer to innovate and scale their Professionals platform. The role involves collaborating with cross-functional teams to create user-centric designs that meet the needs of financial advisors and their clients. The ideal candidate will have extensive experience in product design, a strong portfolio, and a passion for enhancing user experiences. This remote-first position offers competitive compensation and a supportive work environment focused on growth and inclusivity.

Benefits

Salary + Equity

Flexible PTO

Health Benefits

401k Support

$500 Work from Home Stipend

Qualifications

• 5+ years of experience in product design or related roles.
• Strong portfolio showcasing design thinking across mobile and web platforms.
• Experience in fintech or high-growth startup.

Responsibilities

• Lead the end-to-end design process for key product initiatives.
• Partner cross-functionally with Product, Engineering, Marketing, and Sales.
• Translate insights into design outputs including wireframes and prototypes.

Skills

Design Thinking

User Research

Collaboration

Communication

Time Management

Education

Bachelor's Degree

Tools

Figma

Job description

We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

We are looking for an experienced and prove n Senior Product Designer to drive growth and innovation through our Professionals platform. As the Product Designer for our Professional segment, you'll be scaling an existing platform with more than 15k unique professionals who are supporting millions of clients, by understanding the needs of both Financial Advisors, Non-Profits, Attorneys, and their direct-to-consumer clients. You’ll be delivering solutions that drive engagement, create ongoing value, and deliver results as this channel scales.

We are looking for a Senior Product Designer who will help us revolutionize estate planning for Financial Advisors and other wealth planning professionals. This is a high-impact, high-visibility area of the business that is driving the fastest area of growth for the company. You will be using best-of-breed technologies, such as Gen AI and innovative design thinking, to accomplish solving Professionals’ unmet needs at a scale.

At Trust & Will, Product Designers represent the voice of our customers, and drive the customer experience direction of their product area’s vision and strategy. In this role, you'll partner closely with Product, Engineering, and Data to create intuitive, elegant experiences that address our customers’ most important unmet needs. You’ll own major product areas from end-to-end, driving research, ideation, and design execution to shape outcomes that move our business forward. They are responsible for the success of the product throughout all phases of the development process. This starts with initial discovery research, problem definition, solution design, development, execution, gathering voice of the customer feedback, and measuring success. In partnership with PMs, our Product Designers ensure that we are solving our customers’ most important problems through the capabilities of our products. To be successful in this role you will be required to understand the wealth planning professionals’ ecosystem, as well as the Trust & Will direct-to-consumer products in great detail.

About You:

You have seasoned experience as a product designer who has been a part of scaling teams and businesses from disruptors to innovative industry leaders with best-in-class consumer products. You have experience thriving in a remote-first organization and being a part of world-class teams. You care deeply and challenge directly which helps to foster a culture of humble, outcome-oriented, accountable, and talented leaders who deliver high-quality, scalable, consumer-facing products.

About the Role:

• Lead the end-to-end design process for key product initiatives, using cutting-edge tools like generative AI and modern design tools to move from discovery through delivery.
• Partner cross-functionally with Product, Engineering, Marketing, Legal, and Sales to co-create and iterate on future-state experiences, rapidly validating ideas through prototyping and testing.
• Build strong design rationale by combining competitive analysis, user research, product data, and intuitive judgment to inform high-impact decisions.
• Translate insights and strategy into design outputs —including wireframes, prototypes, and polished visuals—that effectively communicate intent and value.
• Maintain and extend our design system, shaping the evolution of our visual language and interaction models to support scalable, cohesive experiences.
• Participate actively in design critiques, offering thoughtful feedback and mentoring less experienced designers to grow design excellence across the team.
• Contribute to a team culture grounded in collaboration, experimentation, and results, reinforcing the value of design in every part of the business.
• Synthesize inputs from users, internal stakeholders, and market signals to prioritize opportunities that drive measurable customer and business outcomes.
• Engage directly with consumers and wealth professionals to cultivate deep empathy for their goals, workflows, and unmet needs.
• Transform qualitative and quantitative findings into clear, actionable problem statements that guide solution development.
• Champion lean experimentation and rapid iteration, using early behavioral signals to guide product direction and reduce risk.
• Collaborate with Product and Engineering to balance scope, effort, and opportunity cost, ensuring decisions are grounded in feasibility and impact.

Qualifications

• 5+ years of experience in product design or related roles.
• A bias toward action and a willingness to iterate quickly in ambiguity.
• A strong portfolio showcasing your process and design thinking across mobile and web platforms.
• Experience shipping high-quality consumer grade products on time, use cases considered, and free of surprises.
• Deep user empathy and a strong grasp of user research methodologies.
• Excellent design and communication skills (both written and verbal). You are able to advocate for users and design decisions with cross-functional stakeholders.
• Strong understanding of how software is built and how to iterate to deliver speed of benefit.
• Fluency in tools like Figma and a solid understanding of design systems.
• Experience working closely with Product Managers and Engineers in an agile environment.
• A strong cross-functional partner for marketing, sales, and legal teams.
• Meticulous attention to detail; ability to identify corner use cases and potential risks
• Excellent time management skills, with the ability to effectively juggle multiple parallel projects independently.
• Experience working in a fintech company and/or high-growth startup.

Employee Benefits & Perks:

• Compensation: Salary + Equity
• Our salary range for this position is $160,000 - $190,000 , in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
• PTO
• Flexible time off that you are encouraged to use
• Generous paid company holidays and breaks throughout the year
• Monthly friends & family days
• Paid time off to volunteer in your community
• Health and Wellness Benefits
• Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
• Financial wellness benefits (Equity & tax advisory support, savings options, and employee-sponsored 401k)
• Guest speakers & reimbursement for learning opportunities
• Extra
• Family-friendly work environment. We support the complexity of a remote world with the needs of families
• Optional company-sponsored events and travel throughout the year
• $500 Work from home stipend + Apple accessories

About Trust & Will:

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.