Principal Product Designer

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Boldin

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

💳 Fintech

☁️ SaaS

Fintech • SaaS

Boldin is a retirement and financial planning company (d/b/a NewRetirement, Inc. ) that provides a DIY SaaS planner, advisor services, and AI-assisted planning tools to help individuals model retirement scenarios and manage long-term finances. Its product (the Boldin Planner and PlannerPlus) offers interactive calculators and analyses — including taxes, Social Security, annuities, real estate, healthcare and long-term care costs, Monte Carlo simulations, cash-flow visualizations, and real-time monitoring — plus coaching, classes, and access to CERTIFIED FINANCIAL PLANNER® advisors. Boldin also offers enterprise-facing solutions for employers, plan providers, and financial institutions. The platform emphasizes personalized recommendations and educational resources but notes tools are informational and not a substitute for professional fiduciary advice.

📋 Description

• Own design end to end: Partner with product and engineering teams to Identify and define key problems, explore solutions, and ship work that moves key metrics — from kickoff through launch and iteration. • Align using AI: Use Claude to interrogate ideas, surface risks and edge cases, and build the product plans that align your team on direction before design starts. • Translate complexity into clarity: Use data, testing, and research to turn complex features, models, and financial scenarios that are both informationally rich and easy to navigate. • Build to validate: Use Cursor and Claude Code to build prototypes and iterate on flows that validate ideas quickly — while pushing past generic AI output to keep interactions intuitive and the UI polished. • Figma as documentation: Translate validated concepts into Figma as the source-of-truth for full state coverage, system alignment, and dev readiness. • Balance simplicity & depth: Understand what less technical users and power users each need from the product, and make deliberate calls about where to optimize, where to layer, and where to diverge. • Raise the bar: Contribute patterns, prompts, and crits that elevate Boldin’s design craft and maturity.

🎯 Requirements

• 7+ years of product design experience, with meaningful work on complex products — ideally in fintech, financial planning, analytics, healthcare, or other systems-heavy domains • A portfolio that shows strong product thinking, interaction design, and craft, including 0→1 work that shipped to users • Active use of AI in your design workflow — from ideation and exploration to designing and building functional prototypes • Comfortable turning OKRs into product plans through research, exploring ideas, defining success metrics and adjusting based on results