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Wealth.com is a leading advanced planning platform trusted by major global finance institutions. The platform combines proprietary AI with deep technical expertise to serve wealth management clients, and has won multiple industry awards including Top Estate Planning Technology (2025) and Best Technology Provider in the Trust category (2024).
You will serve as a principal interaction and UX architect across the entire platform ecosystem, bridging complex legal/financial domain logic, system architecture, and direct customer insights. This is a high-impact, customer-facing role where you will design workflow patterns, navigation models, and system behaviors for enterprise advisory and end-client platforms.
Key responsibilities include:
- Lead qualitative user research, contextual inquiries, and workflow-mapping sessions with financial advisors, wealth management executives, and legal staff to uncover operational bottlenecks and usability issues
- Establish ongoing testing loops with key enterprise accounts to validate information architecture, test interaction prototypes, and ensure workflows reduce advisory friction
- Join enterprise client meetings alongside Product Management and Customer Success to present UX frameworks, walk through end-to-end user journeys, and champion usability requirements
- Own interaction design and information architecture for high-stakes, multi-persona platform workflows—mapping legal document ingestion, financial data structures, and estate planning journeys
- Define and maintain foundational interaction patterns, user task flows, navigation systems, and accessibility standards across all product squads
- Partner with Product Managers and Engineering leads to translate customer feedback into structured user flows, edge-case coverage, and clear interaction specifications
- Analyze industry workflow patterns and user behavior metrics to optimize user efficiency and maintain market leadership in AdvisorTech
Requirements:
- 10+ years of digital product design experience (or equivalent design leadership experience), with a track record of building interaction architectures for complex enterprise SaaS or Fintech platforms
- Proven experience leading customer research, conducting deep-dive user interviews, running usability tests, and incorporating qualitative research into product strategy
- Demonstrated expertise in mapping complex user mental models, designing intuitive task flows, organizing deep hierarchical data, and establishing interaction frameworks
- Proven ability to unpack complex legal, regulatory, and financial processes (such as estate structures, tax planning, and document parsing) into simple, logical user steps
- Experience pairing qualitative user feedback with quantitative usage metrics, task completion times, and user efficiency analytics to iterate on platform interactions
- Exceptional ability to clearly present and advocate for complex interaction models to executive leadership, technical teams, and external enterprise clients
- Highly autonomous, resourceful, and relentless about solving complex, real-world user efficiency problems
