
501 - 1000 employees
Founded 2000
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.
🕒 September 2
🇺🇸 United States – Remote
💵 $119k - $156k / year
⏰ Full Time
🟠 Senior
🎨 Product Designer (UI/UX)
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501 - 1000 employees
Founded 2000
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.
• Create solutions for a core product line and collaborate across Product, Technology, and Research teams • Serve as a key influencer and liaison between Product Management and Technology teams • Lead solutioning for new product features and enhancements to existing capabilities • Lead the design process for features and enhancements from ideation to implementation • Understand long-term vision and objectives and execute on pieces of that vision • Lead user research efforts and synthesize insights to inform design decisions • Create high-fidelity prototypes, wireframes, workflows, and visual designs aligned with the design system • Work with agile development teams to ensure accurate and effective implementation • Advocate for user-centered design principles and educate stakeholders and teammates on design thinking • Contribute to and influence the design system and overall design process • Represent customers by articulating their objectives and pain points • Participate in team ceremonies • Lead design studios and ideation exercises • Explore new technologies and design trends to drive innovation in product design
• 6+ years of experience in product design or related roles • Demonstrated expertise in solving complex design problems and delivering impactful design solutions • Demonstrated ability to get up to speed quickly on complex product areas • Strong understanding of design systems, information architecture, and interaction design principles • Excellent communication skills to influence stakeholders and drive design initiatives • Ability to balance strategic thinking with tactical execution and align design solutions with business goals and user needs • Ability to synthesize discussions and quickly prototype ideas • Good persuasive storytelling and reasoning skills • Expert level skills in Figma, Adobe Suite and other modern design tools • Basic understanding of business concepts related to SaaS operations and client operations • Strong collaboration and facilitation skills, including creating and running group workshops • Strong problem-solving and creative thinking skills • Attention to detail • Demonstrated empathy for users and understanding of their needs, motivations, and pain points • Ability to advocate for and execute research projects as necessary • Bachelor’s degree in design or related field a plus • Experience in financial services is a plus
• Annual bonus program • Retirement contributions • Health insurance • Sick leave • Parental leave • Paid time off • Diversity and inclusion culture • Equal employment opportunity
Apply Now🕒 September 2
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