About This Role
Joining the Betterment Advisor Solutions team, the Product Designer will help lead AI-powered experiences in the advisor app and design core workflows for wealth management firms. This role involves bringing creative, analytical, and systems-thinking skills to complex, high-impact problems, partnering closely with product and engineering teams and collaborating across business lines. The team seeks designers who are passionate about personal finance and building intuitive, delightful experiences for customers to manage their money.
Responsibilities
- Design end-to-end experiences in the advisor and client dashboards, from core firm workflows to new AI-powered features, owning all aspects of design from inception through launch
- Help define how AI integrates into advisors' day-to-day practices, designing experiences that feel transparent and trustworthy, and keep advisors in control
- Work in a fast, iterative, AI-native environment, using interactive prototypes to test ideas early, align with partners, and accelerate implementation
- Make informed, data-backed design decisions by leveraging research, sales data, customer insights, usability principles, and site performance metrics
- Partner closely with product, engineering, design, and stakeholders across business lines to shape product direction, identify new opportunities, and stay ahead of industry and competitor trends
- Contribute to an accessible design system and invest in your craft on a supportive team that values open feedback, and works toward a unified customer experience across all touchpoints
Requirements
- 3+ years of relevant experience as a product designer (previous titles may have been different)
- Portfolio of extraordinary product design work that demonstrates a strong visual design foundation, positive business impact and experience shipping designs to real people, across web and mobile
- Experience with and curiosity about AI tools in your design process, and a desire to help the team develop shared practices as the space evolves
- Excellent communication skills, both written and spoken
- Strong collaborative skills with experience working through cross-functional feedback
- Ability to identify user needs and pain points through research, usability testing, and data analysis
- Strong organizational skills and ability to prioritize and manage multiple projects with tight timelines
- Strategic thinker with a big-picture view of how design drives product and business goals
- Experience working within established accessible design systems and evolving when appropriate
Benefits
- Competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
