Senior Product Designer

Savvy Insurance Services, Inc.

Job Overview

Location

NYC Office

Job Type

Full-time

Full Job Description

📋 Description

• As a Senior Product Designer at Savvy, you'll take on one of the most complex and rewarding challenges in fintech: reimagining financial infrastructure, evolving our system of record, and innovating on an ideal advisor-powered client experience.
• You'll own the workflows where our platform meets legacy financial systems, and it will be your responsibility to challenge assumptions.
• This role is for a designer who thrives at the intersection of systems thinking, user empathy, and service design.
• You will lead complex initiatives end-to-end, from discovery through execution, while collaborating closely with product, engineering, operations, and advisors.
• The ideal candidate is a systems thinker who thrives in ambiguity, understands complex service environments, and is excited to push the craft forward, especially by integrating AI into their design workflows.
• 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.
• Bring human signals into the product
• 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.
• Apply and evolve design patterns thoughtfully
• Leverage Savvy’s design system and established interaction patterns to create cohesive experiences.
• Extend or adapt patterns when complex workflows or AI-driven features require clearer or more innovative solutions.
• Actively incorporate AI tools into your workflow to accelerate exploration, prototyping, research synthesis, and iteration.
• Research and discovery
• 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.
• Embrace and evolve our culture
• Contribute to a culture of thoughtful critique, high standards, and low ego collaboration.
• Share learnings, tools, and AI-driven workflows that elevate the broader design and product team.
• Provide constructive feedback to peers and cross-functional partners, helping maintain a strong culture of ownership and accountability.
• Model curiosity, adaptability, and resilience in a fast-paced, evolving environment.

🎯 Requirements

• You have 5-7 years of experience in product design, preferably in a fast-paced startup environment.
• You’re excited about integrating AI tools into your design workflow and building AI-powered product experiences
• You have experience designing complex systems or service-oriented products with multiple user types
• You are an owner, have excellent problem-solving skills, and can prioritize tasks effectively with strong attention to detail.
• You pride yourself in strong interaction design, systems thinking, and information architecture skills
• You’re a skilled communicator with the ability to absorb and distill complexity and drive decision-making.
• You love backing your work with research, knowing that research pays dividends in translating insights into product decisions
• You 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.
• You are a team player who’s excited to shape the future of wealth management

🏖️ Benefits

• 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) 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)

Skills & Technologies

Spring

Design

Senior

Onsite

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Savvy Insurance Services, Inc.

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About Savvy Insurance Services, Inc.

Savvy combines technology and human financial advisors to provide wealth management services. The firm delivers personalized financial plans and investment strategies tailored to individual client goals. Savvy's advisors are located across the U.S. and can be found through their online search tool, with a focus area for each advisor. The company offers a dashboard for clients to track investments and progress towards financial goals. Savvy targets a wide range of clients, offering specialized services, such as P&G employee benefits and small business tax planning. Savvy has over $3 billion in assets under management.

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