
51 - 200 employees
Founded 2021
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.
🕒 February 28
🏢🏡 New York City – Hybrid
💵 $180k - $215k / year
⏰ Full Time
🟠 Senior
🎨 Product Designer (UI/UX)
🦅 H1B Visa Sponsor
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51 - 200 employees
Founded 2021
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.
• Design complex end-to-end experiences • Partner with Product Management and own major initiatives from research and discovery through high-fidelity execution and launch • Design across multiple user types (advisors, clients, operations) and ensure solutions account for downstream workflows and service realities • Optimize for the service, not just the surface — designing with operational clarity, advisor workflows, and client communication in mind • Identify opportunities where AI can meaningfully enhance the product experience • Design high-trust experiences for sensitive financial moments such as onboarding, account transfers, and money movement • Prioritize advisor presence, personalization, and clarity during moments of uncertainty or risk • Leverage Savvy’s design system and established interaction patterns to create cohesive experiences • Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and iteration • Conduct user research with financial advisors and internal stakeholders using appropriate methods (i.e user interviews, surveys, card sorting, etc) • Translate research insights into clear product recommendations and design decisions • Partner with product and engineering to define scope and priorities • Contribute to a culture of thoughtful critique, high standards, and low ego collaboration
• 5-7 years of experience in product design, preferably in a fast-paced B2C startup environment • Experience designing complex systems or service-oriented products for consumers while working shoulder-to-shoulder with other teams • Excellent problem-solving skills and can prioritize tasks effectively with strong attention to detail • Strong interaction design, brand, and information architecture skills • Skilled communicator with the ability to absorb and distill complexity and drive decision-making • Love backing your work with research, knowing that research pays dividends in translating insights into product decisions • Thrive in fast-paced, ambiguous environments and are a naturally curious, proactive self-starter who is constantly on the lookout for new opportunities and solutions • Excited about integrating AI tools into your design workflow and building AI-powered product experiences • Team player who’s invested in shaping the future of wealth management
• Competitive salary and equity package • Unlimited PTO + paid company holidays • Access to holistic medical, dental, and vision plans • Company 401(k), Commuter, and HSA/FSA plans • NYC office in the heart of Manhattan • Lunch and snacks provided in the office • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
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