Savvy Wealth

Product Design Manager

Savvy Wealth

full-time

Posted on:

Origin:  • 🇺🇸 United States • New York

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Salary

💰 $180,000 - $220,000 per year

Job Level

SeniorLead

Tech Stack

Spring

About the role

  • Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration.
  • 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel.
  • Savvy is changing that, building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice.
  • Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.
  • Savvy has raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors.
  • Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors.
  • We’ve surpassed $2.2 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth.
  • Come help us scale!
  • The Role
  • In this crucial role, you will work closely with the product team to shape the future of wealth management.
  • You will be responsible for delivering thoughtfully crafted experiences for financial advisors and their clients, managing and mentoring a team of two product designers, and contributing to the product leadership team to help define the roadmap.
  • The ideal candidate is a proactive, people-oriented designer who thrives in a fast-paced startup environment.
  • This role reports to the CTO.
  • Responsibilities:
  • Help define the vision for an exceptional user experience and design at Savvy.
  • Own projects end-to-end, shipping high-quality experiences for advisors and clients while navigating a fast-paced, ambiguous environment.
  • Manage and mentor a team of two product designers, providing guidance on design practices, prioritization, strategy, and career development.
  • Maintain a high bar across a generalist design skill set, from information architecture and content strategy to visual design.
  • Collaborate closely with engineering and product leaders to define product vision, strategy, and roadmap.
  • Lead research initiatives to understand the needs of financial advisors, leveraging insights to inform the product roadmap and design decisions.
  • Occasionally contribute to brand and design projects, working alongside external design agencies to ensure a consistent and impactful brand presence.
  • Must Have:
  • 7+ years of experience as a product designer
  • Experience mentoring product designers
  • Ability to own the design process end-to-end
  • Strong research and discovery skills
  • Strong visual design and prototyping skills
  • Excitement about ownership and the opportunity to have a meaningful impact
  • Exceptional communication and interpersonal skills
  • Ability to manage multiple projects simultaneously and meet deadlines
  • Nice to Have:
  • Experience working in fintech or B2B products
  • Experience managing product designers
  • Past professional experience at a high-growth tech startup
  • Qualities:
  • Problem Solving: Strong analytical and problem-solving skills, with the ability to think on your feet, handle objections in real-time, and interpret non-verbal cues to drive the design process forward.
  • Communication: Outstanding communication and collaboration skills to work effectively across cross-functional teams. Exceptional presentation and storytelling abilities to distill complex information into a clear, compelling narrative.
  • Fast Learner: A track record of quickly learning and leveraging various tools, third-party vendors, and other resources to get the job done. Ability to thrive in an ambiguous, fast-paced environment while managing multiple deadlines.
  • Ownership Mindset: A self-starter with a low-ego attitude, willing to roll up your sleeves, sweat the details, and take full ownership of your work.
  • Strategy: A strategic thinker who can operate at both a high level and an executional level, knowing when to focus on each.
  • Leadership: Passion for shaping company culture and building a best-in-class team. Ability to hold others accountable and provide direct, constructive feedback, regardless of seniority.
  • Additional Information: Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.

Requirements

  • 7+ years of experience as a product designer
  • Experience mentoring product designers
  • Ability to own the design process end-to-end
  • Strong research and discovery skills
  • Strong visual design and prototyping skills
  • Excitement about ownership and the opportunity to have a meaningful impact
  • Exceptional communication and interpersonal skills
  • Ability to manage multiple projects simultaneously and meet deadlines
  • Experience working in fintech or B2B products
  • Experience managing product designers
  • Past professional experience at a high-growth tech startup