Who Is AdvisorEngine:

We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.

AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.

Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in Tribeca, New York. If you are driven to create the future of financial advice, we’d love to hear from you.

About the role:

AdvisorEngine is looking for a Senior Product Designer to join its growing team. Based in NYC and reporting to the Head of Product, you will have an incredible opportunity to help mature the design practice at a diverse and growing organization. You will champion a human centered design methodology across internal and external stakeholders while also executing on design deliverables. This role requires a solid understanding of the design process and best practices for driving positive business outcomes. The ideal candidate feels comfortable leading ad-hoc whiteboarding sessions as much as they are translating insights into appropriate fidelity design artifacts. The role will also contribute to the development of our pattern library, which requires close coordination with product management and development teams to ensure compatibility with our company ethos.


  • Contribute to and help define the discovery process across product design initiatives
  • Experiences working with product, development, QA partners to deliver and ensure highest standard of measurable outcomes
  • Facilitate design review sessions with key stakeholders, ensuring the problem being solved is always at top of mind
  • Ability to validate design decisions against gathered insights
  • Strong visual design experience with a sensitivity towards the importance of design principles
  • Participate in the agile development process, working closely with development and product management partners to ensure intended outcomes
  • Participate in usability studies and synthesize feedback into digestible patterns
  • Work to quickly deliver design artifacts which may including hi/lo-fi prototypes, Sketch mockups and/or ad-hoc whiteboard ideation sessions

Required Skills & Experience:

  • You have a bias for action, moving quickly, pivoting when necessary and following through
  • Ability to approach problems holistically, always with a with a great deal of empathy towards clients
  • Teamwork and the ability to interact and communicate successfully with business partners, technology team, offshore staff, and professional services
  • Mastery of design tools such as Sketch, InVision, Adobe XD
  • Portfolio demonstrating design process and application of scale, color, balance and hierarchy to achieve favorable outcomes
  • 4+ yrs working in a product, visual, or ux design capacity

Desired Skills & Experience:

  • Have experience with advance prototyping tools such as Figma, Flinto, InVision Studio and/or Framer
  • Worked in the financial services space
  • Can communicate in Slack via memes