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Senior Product Designer, Transfers & Cashiering

Altruist
San Francisco, United Statesfull_timeVerifiedPosted 24 Mar 2025
💰 $203,000/yr($147,000/yr$203,000/yr)

About the role

About Altruist

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in! 

If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!

But first, our values

Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.

Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.

Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Senior Product Designer to join our growing Product Design team. As a Senior Product Designer, you will play a key role in shaping our mission, vision, and strategy by deeply understanding both user and business needs. Collaborating with cross-functional teams, you'll design intuitive, scalable systems that simplify complex workflows, such as trading, into intuitive experiences for financial advisors.  You’ll be a driving force in creating an industry-leading trading experience for RIAs, while also ensuring that the platform evolves with the needs of both users and the business.

Your impact

  • Work closely with Product and Engineering to visualize a revolutionary new platform for financial advisors and their clients
  • Work closely with the Trading team to build an industry-leading trading experience for RIAs
  • Build detailed product flows, including error states and edge casesDesign for both desktop and mobile
  • Apply data, research, and customer insights to design decisions
  • Align with product and engineering to determine what success means for a given initiative
  • Own the end-to-end design from ideation and research to executionIterate quickly through mockups and clickable prototypes that may range in fidelity and functionality
  • Work within defined timelines to prioritize your work for maximum impact
  • Work within our existing styles and design system to create a cohesive experience

What you bring

  • Experience - 5+ years of experience working as a Product Designer; at a B2B financial services, fintech, or SaaS organization
    • Strong UX, visual design, and product thinking skills
    • Comfort with an iterative design process using quantitative and qualitative data to inform design and product improvements
    • A love for testing prototypes to create seamless, intuitive user experiences
  • Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Product Design, Interaction Design, Graphic Design, Human-Computer Interaction, or a design related field.
  • Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks and prototyping tools (i.e., Figma, Google Suite, Slack, etc.)
  • Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
  • Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
  • Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
  • Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives. 
  • Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in find

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Company

Altruist

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