Product Designer

Location: Remote, USA

At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.

We are seeking a Product Designer to join our growing Design team. Reporting to the Head of Design, you’ll collaborate closely with our Product, Design and Engineering leaders to research, conceptualize, and design thoughtful product experiences.

A typical day might include discovery, wireframing, a high-fidelity mockup , or an update to our internal design system/component library. In this role, you’ll take an active part in shaping new product initiatives and refining existing features — always with a focus on delivering meaningful value to Wealthbox users.

Responsibilities

• Design novel UI/UX based on written product pitches 
• Collaborate with the product, design and engineering teams to deliver a best-in-class software product
• Partner with agency stakeholders to ensure that the visual language aligns with our design standards
• Contribute to our internal design system and component library as well as help keep our internal documentation up to date
• Stay up-to-date on industry trends to keep Wealthbox’s design language current and innovative

Desired skills and experience

• 2-5 years of design experience
• Expertise in at least one design application (Adobe Creative Suite, Sketch, Figma, etc.)
• Front-end development skills are a plus (React, Angular, Vue, JS, etc.) 
• Interest in designing UI around AI, automations and other cutting-edge features
• Strong attention to detail and time management skills.
• Excellent written communication skills and a strong ability to contribute to the team
• Excited to work in a high-energy, collaborative, high-growth environment

Work Schedule

• Weekdays, during business hours
• No travel required

Benefits

• Competitive salary 
• Comprehensive health plan
• 401k plan
• Paid time off

Interested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.

Apply Now

Other

Fraudulent recruiting activities may use our name and branding to target job seekers. If you receive a suspicious email or job offer claiming to be from Wealthbox, please do not engage.

We only communicate from official Wealthbox email addresses. We do not use emails such as @wealthboxcareers.com, @wealthboxjobs.com, or similar lookalike email domains.

We never extend an offer without a formal team interview process. We will never ask you to send personal or financial information (e.g., social security number, bank info) via email or before an offer is made and accepted through official channels.

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