Note: The job is a remote job and is open to candidates in USA. Cerity Partners is an independent financial advisory firm serving high- and ultra-high-net-worth individuals, families, business owners, and institutions through comprehensive financial solutions. The founding Product Designer will build and ship 0-to-1 products for the Innovation Team, own end-to-end user experiences, establish product and design strategy, and develop applied AI experiences for wealth management.
Responsibilities
- Own the end-to-end experience: The Innovation Team is highly autonomous, and you will be responsible for full user journeys and business goals, not just a silo. You will have the opportunity to build both 0-to-1, as well as scale products post-launch
- Build in partnership with clients, advisors, and colleagues: Identify high value opportunities, understand their needs and root problems, map workflows, test prototypes and hypotheses, and build and advocate for the best experience
- Establish foundational product strategy and user experience: The decisions you make will be the foundation of our product, client experience, advisor experience, and colleague experience. These are decisions that can drive business strategy, goals, differentiation, and prioritization
- Build at the cutting edge of applied AI: Work across every part of the AI stack — harness, context, memory, evals, agents, models — both in applying it to wealth management, as well as in how we work and collaborate
- Define the standards of design: As a founding designer, you will have a blank slate to define how we design at Cerity Partners. This includes setting the overall design direction, prototyping and shipping to test hypotheses, defining how design collaborates with engineering and product, and creating the visual language and interaction models for experiences
Skills
- Minimum of 7 years
- Financial services industry experience required - understanding of wealth management, investment advisory, or related financial services operations
- Demonstrated experience in AI tooling, models, harnesses, workflows
- Demonstrated ability to operate in ambiguity and building 0-to-1 products from first principles rather than established processes
- Expertise and experience with Figma, Claude Code, Codex, or similar
- Your impact extends beyond individual features. Your work has created broad, lasting results on the customer, your colleagues, and in the foundational systems that endure
- You are able to see the bigger picture and the patterns that emerge. You are able to consider decisions in the broader context, and know what are the most important factors to consider
- You know what decisions will have wide-ranging impact. You put experience and the user first. You know where to cut, and what is important
- You take initiative and move work forward independently. You navigate obstacles resourcefully while building the trust, alignment, and influence needed to mobilize others and amplify your impact
- You have a bias towards action for learning. You balance speed and quality, demonstrating a high shipping velocity, rapid learning, and a hypothesis-driven approach
- You are energized by new, undefined, ambiguous spaces, and excel in shaping the right approach as the space changes quickly. You are humble and adaptable. You have a demonstrated record of creating and shipping real products—not simply operating within established systems. As a founding designer, you will help define the systems themselves
- You have experience building and shipping AI agents and harnesses. You stay close to emerging capabilities, continually experimenting to identify where they create meaningful opportunity
- You love working with cross-functional teams, connecting feedback, workflows, and downstream implications to make coherent decisions across the organization
- With the product-engineering-design collaboration process being redefined, it's important that you are comfortable with code, and understand how your designs are handed off and implemented with AI-native processes
- Applicants must be authorized to work for any employer in the U.S
- Though that would be a big plus!
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
- Hybrid work arrangement
Company Overview