Stash Logo

Stash

Product Designer, Managed Accounts

Posted 8 Days Ago
Hybrid
New York, NY, USA
130K-150K Annually
Mid level
Hybrid
New York, NY, USA
130K-150K Annually
Mid level
Designs managed investing experiences that help customers understand portfolios, contributions, rebalancing, and progress toward financial goals. Partners with Product, Engineering, Research, Design, and Marketing to create clear, trustworthy UX/UI flows within the company’s design system. The role emphasizes user-centered design, behavior design, research-informed decisions, rapid iteration, polished execution, and communicating complex investing concepts simply in a regulated fintech environment.
The summary above was generated by AI

Want to help everyday Americans invest and build wealth? Financial inequality is increasing, and too many people are getting left behind. At Stash, we are passionate about democratizing wealth creation through education, advice, and products that help customers achieve greater financial freedom.

Managed accounts are how Stash invests on a customer’s behalf. We build and look after diversified portfolios matched to their goals and risk appetites, across personal brokerage and retirement accounts, so people can build wealth without having to become portfolio managers. The work is making that relationship feel clear and trustworthy: what they hold, why it changes, and what to do next.

As a Product Designer on Managed Accounts, you create experiences that help customers feel confident handing their investment decisions to Stash. You are a passionate craftsperson, connecting the dots between research and design and balancing speed and quality in pursuit of thoughtful, polished work. You will partner with the Managed Accounts Pod to design the moments that explain the portfolio, support contributions and progress, and make professional management feel understandable to first-time investors.

Stash is a fast-paced growth company. Join us to work on hard, important problems, have fun, and make history.

This position operates on a hybrid schedule, requiring you to be on-site in our New York office at least three days per week to work with stakeholders and foster team collaboration.

What you'll do: 

  • Champion user-centered design and craft, while iterating and executing at speed.
  • Design the managed investing experience, from getting started, to understanding a portfolio, contributions, and progress over time.
  • Make complex investing ideas feel clear and trustworthy, including allocation, rebalancing, and retirement paths.
  • Ideate and design UX screens and flows that fit into Stash’s design system.
  • Break down technically complex problems and develop customer-centered solutions.
  • Contribute to behavior design that helps people build healthy investing habits that align with their long-term financial goals.
  • Foster collaborative relationships with Product, Engineering, Design, Research, and Marketing.
  • Actively contribute to constructive design reviews and deliver quality.

What we're looking for: 

  • 3+ years of professional consumer UX/UI experience
  • A portfolio that includes a strong sense of process and work that ends in impact
  • Experience working with designers, product management, and engineering
  • Track record of key contributions to successful programs
  • Experience explaining complex products in simple, confident interfaces
  • Human-centered, user-obsessed product designer.
  • Great communicator and relationship-builder who fosters trust, shares a point of view, delivers feedback, and brings the team along.
  • Collaborative team player. You understand design is a team sport and when we win, we win together.
  • Able to balance data with user insights to inform design decisions.
  • Growth mindset with the desire to move fast and learn faster.
  • Comfortable designing in a regulated product, where clarity and trust matter as much as craft.

#LI-Hybrid

Our Commitment to Diversity, Equity, and Inclusion

We proudly celebrate the unique qualities that make you you, 365 days a year, and not just because it’s the right thing to do or good for business. We embed the principles and practices of diversity, equity, and inclusion (DEI) into all that we do to prioritize people, a Stash core value, and to ensure Stashers of all backgrounds and experiences can be their authentic selves. 

We are also proud to be the first and only venture-backed fintech to join the CEO Action for Diversity & Inclusion™, and as an Equal Opportunity Employer, Stash is committed to building an inclusive environment for people of all backgrounds.

If you require any reasonable accommodations to make your application process more accessible, please reach out to [email protected].

Helping You Invest in Yourself 

  • Comprehensive total rewards package, comprising compensation (salary and equity) and health care benefits 
  • Complimentary subscription to Stash+ account 
  • Flexible work policy – We offer a flexible work environment that blends working from home with in-person collaboration at our NYC office to support productivity and team culture.                   
  • Flexible PTO 
  • Annual learning and development reimbursement benefit 
  • Work-from-home equipment stipends; home internet subsidy
  • Paid Parental Leave (offerings for birth giving and non-birth giving parents) Primary & Secondary
  • Enhanced health and wellness benefits through One Medical, Gympass, and Maven Health

External Recognition for Stash

  • Benzinga’s 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards
  • Qorus-Accenture’s 2023 Banking Innovation Awards
  • USA Today and Statista’s 2023 Top 500 Best Financial Advisory Firms
  • Comparably's Best Company Awards: Best Places to Work, Best Company Outlook, and Best Engineering Team for Diversity, Women, Culture, and more! (2023)
  • Fintech Breakthrough Award: Best Personal Finance App (2023)
  • BuiltIn’s Best Places to Work (2022, 2021, 2020, 2019)
  • Forbes Fintech 50 (2021, 2020, 2019)
  • Best Digital Bank, Finovate Awards (2020)
  • Tearsheet Challenge Awards, Best Banking Card Product - Stock-Back® Card, 2020
  • LendIt Fintech Innovator of the Year (2020, 2019)

Salary Range: $130,000 - $150,000

The base salary range represents the reasonably anticipated low and high end of the salary range for this position. Actual salaries will vary and will be based on various factors, such as the candidate’s qualifications, skills, experience and competencies, as well as internal equity and alignment with market data for companies of our size and industry.

**No recruiters, please**

HQ

Stash New York, New York, USA Office

We offer employees the choice and flexibility to work where you want from anywhere in the US or UK. We offer stipends to make home offices productive and for those who don't live near our NYC and London offices, to secure space when they want it.

Similar Jobs

12 Minutes Ago
In-Office or Remote
2 Locations
140K-200K Annually
Junior
140K-200K Annually
Junior
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
Build and ship consumer-facing web and mobile experiences across the stack, with a frontend focus. Own features from UX definition through APIs, data models, experimentation, and production deployment. Develop AI-powered healthcare product surfaces, improve frontend performance and accessibility, and collaborate with Product, Design, and engineering teammates to increase user activation and retention.
Top Skills: AIAmplitudeAWSDatadogDockerGraphQLLlmsNestjsNext.JsPostgresPulumiReactReact NativeSentryTemporalTypescript
12 Minutes Ago
Easy Apply
In-Office or Remote
New York City, NY, USA
Easy Apply
130K-180K Annually
Senior level
130K-180K Annually
Senior level
Healthtech • Insurance • Sales • Software
Own Spark’s unit economics, forecasting, annual planning, KPI target-setting, capital analysis, investor and board models, and new business-line modeling. Transform commission and enrollment data into repeatable financial analyses, connect operating drivers to revenue and cash flow, and provide executives with clear recommendations. Partner with sales, operations, product, data, and an outsourced finance team to improve reporting and financial decision-making.
Top Skills: Ai ToolsHexPower QueryPythonSnowflakeSQL
13 Minutes Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
89K-135K Annually
Mid level
89K-135K Annually
Mid level
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Manage enterprise customer implementations of Samsara’s IoT solutions, creating launch plans, tracking adoption and account health, delivering training, demonstrating technology, and resolving deployment obstacles. The role partners with Sales, Support, Sales Engineering, and Product while guiding executives and end users through successful system adoption. It is remote, serves U.S.-based customers, and requires up to 25% travel.
Top Skills: IotSaaS

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account