Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence. Backed by GV.
About the role
Wealth's mission is to deliver a revolutionary financial and estate management platform for the modern world. We are looking for a Staff Product Designer to serve as a principal interaction and UX architect across our entire platform ecosystem. This is a high-impact, customer-facing role where you will design the workflow patterns, navigation models, and system behaviors for our enterprise advisory and end-client platforms.
What they're looking for
- 10+ years of digital product design experience (or equivalent design leadership experience), with a track record of building interaction architectures for complex enterprise SaaS or Fintech platforms
- Deep Customer Interaction Background: Proven experience leading customer research, conducting deep-dive user interviews, running usability tests, and incorporating qualitative research into product strategy
- Mastery of Information Architecture & UX: Demonstrated expertise in mapping complex user mental models, designing intuitive task flows, organizing deep hierarchical data, and establishing interaction frameworks
- Domain Complexity Translation: Proven ability to unpack complex legal, regulatory, and financial processes (such as estate structures, tax planning, and document parsing) into simple, logical user steps
- Data-Informed UX Decisions: Experience pairing qualitative user feedback with quantitative usage metrics, task completion times, and user efficiency analytics to iterate on platform interactions
- Cross-Functional Communication: Exceptional ability to clearly present and advocate for complex interaction models to executive leadership, technical teams, and external enterprise clients
More about this role
Wealth.com is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, Wealth.com combines proprietary AI with deep technical expertise to serve the needs of clients across the wealth spectrum. 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 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 wealth planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.
Wealth's mission is to deliver a revolutionary financial and estate management platform for the modern world. We are looking for a Staff Product Designer to serve as a principal interaction and UX architect across our entire platform ecosystem. This is a high-impact, customer-facing role where you will design the...
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