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Job Details

Lead Product Designer

Vise is a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios for their clients. Vise’s mission is to create financial freedom for all with a platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Vise has raised $128 million from investors like Sequoia, Ribbit Capital, and Founders Fund. 


Product Designers at Vise are obsessed with building a world-class user experience to save financial advisors time, grow their business, and help their clients understand their investment portfolios. They identify and advocate for solving critical customer problems, discover strategy-driving insights, and build advisor empathy across the company. Now that we’ve launched the second iteration of our platform, we’re ready to innovate from a design perspective and bring the next generation of our experience to life. 

Autonomy is everything. At Vise, you’ll be empowered to apply your design instincts to the most critical parts of our user journey as well as express your point of view without bureaucracy or red tape. Through close partnership with product, engineering, and sales, you’ll be responsible for taking new product enhancements and features from ideation to execution. You’ll also play a pivotal role in driving the continued evolution of our design culture. 



  • Your design process; end to end.

  • Cross-functional outcomes with engineering, product, and business teams to understand problems, define goals and research requirements, map out user journeys, as well as prototype and launch new features and functionality 

  • Design strategy, continuously advocating for user needs and contributing to the evolution of our design system

  • User research and testing from concept to usability

  • Maintaining the standard for Design @ Vise, from culture, to process, to quality


  • Reimagine our in-app notifications and communication strategy, helping advisors stay one step ahead of their clients

  • Explore new ways to educate our users on Vise’s investment philosophy as well as the decisions our investment engine makes on behalf of clients

  • Streamline core workflows in our app to save advisors time and provide them with a best-in-class experience

  • Refine our process for sourcing and collecting user feedback 

  • Iterate on Vise’s visual style and contribute new patterns and components to our ever-evolving design system

  • Work with the rest of the team to set overall company direction, sales strategy, and hiring goals


  • You have countless examples of cross-functional partnership with an iterative design process. You are comfortable accepting and implementing feedback and you’re always advocating for the best possible experience for users.

  • You have a clear vision and track record of successfully implementing your designs. You’re able to get buy-in from stakeholders in product, engineering, and sales by clearly articulating your design decisions and rationale. 

  • You’ve taken abstract ideas and hypotheses and turned them into compelling product experiences that delight users and drive business impact.

  • You’ve applied research, usability tests, and performance metrics to inform design decisions.

  • You possess a strong understanding of usability and user experience principles.

  • You’re a skilled storyteller who can translate complex ideas and concepts into clear, concise narratives.

  • You’re a self-starter. You have identified design problems in an existing product and taken the initiative to solve them.

  • You can navigate ambiguity and uncertainty to deliver positive outcomes.


  • 5+ years of experience as a researcher supporting early-stage, zero-to-one products

  • Experience designing desktop web products supporting user workflows and visualizing complex data 

  • Experience with the financial services industry

  • Experience mentoring or training others on user research and product design 

  • A hunger to change investment management for the better


Through the internal and market data Vise has collected, we expect the salary range for this position to be $150,000  - $200,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. To learn more about Benefits go here

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.