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Product Designer, Funds

Designs configurable accounting, intelligence, and investor management systems for institutional fund managers, rearchitecting software with AI agents to transform workflows. Requires 7+ years experience in complex financial/enterprise product design with strong interaction/visual skills.

San Francisco, CANew York, NYProduct DesignHybrid7+ YOE

About the role

Responsibilities

  • Design the future of our Funds products, evolving our existing standardized software into deeply configurable accounting, intelligence, and investor management systems that scale to institutional needs
  • Explore creative applications of AI agents to transform back office services into composable software and build new categories of products for fund managers
  • Deliver high-quality interaction and visual design, crafting elegant, intuitive experiences across complex financial systems
  • Talk regularly with customers, using research and insights to clarify problems and drive great design solutions

Requirements

  • 7+ years of experience as a product designer, ideally with exposure to complex financial or enterprise systems
  • See the rebuild of core financial systems as an exciting design challenge, rethinking interfaces for both growth and quality
  • Want to design radically new experiences that take advantage of AI agents, transforming back office workflows and enabling new behaviors for fund managers
  • Systems thinker with strong interaction and visual design skills, and hold a high bar for craft and quality

Skills

FigmaSketchInteraction DesignVisual DesignUser ResearchAi DesignFinancial Systems DesignEnterprise UxPrototypingSystems Thinking

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