Senior Product Designer, CAIS
$150-170k
+ A performance bonus
Office located in New York City, NY
Alternative investment platform
Job no longer available
Alternative investment platform
201-500 employees
Job no longer available
$150-170k
+ A performance bonus
Office located in New York City, NY
201-500 employees
Company mission
To democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.
Role
Who you are
- 6+ years of design experience preferred (however, please apply if you have education and/or work experience that you can demonstrate contributes to your ability to succeed in this role.)
- Demonstrated ability of translating business goals and complex flows into simple experiences
- Past work on structured products, such as notes, options, or other derivatives
- Experience designing for financial advisors or bank issuers
- Ability to produce polished deliverables at a standard of craft
- A portfolio of work that showcases interaction and visual design skills
- Solid understanding of industry standards, design best practices & trends
- Fluency in design software (Figma experience preferred)
- Proficiency in designing for data-heavy interfaces, including interactive charts, complex tables, or financial reporting tools
- Resourceful self-starter with a positive, can-do attitude
- Collaborative team player with high EQ and sense of empathy
- Excellent communication and presentation skills
What the job involves
- We are looking for a Product Designer to join our growing team
- This is an individual contributor role focused on our Structured Investments Platform
- This role will be pivotal in designing intuitive and visually engaging experiences for tools that simplify the process of managing, analyzing, and trading structured products
- The Product Designer will be the dedicated lead for the Structured Investments platform, working closely with stakeholders across multiple teams, including Product Management, Engineering, Sales, and Marketing
- The ideal candidate is passionate about using creativity to solve complex problems within the wealth management industry for user groups including independent financial advisors and bank issuers
- In addition to serving as a design lead for structured investments, this role joins a design team ranging in background and experience
- While each designer ‘owns’ their product area and often works end to end, designers collaborate on an in-house design system (Equity), plan as a team, and work towards a shared strategic experience vision
- Create intuitive, elegant product experiences that solve the problems raised by our users and business stakeholders
- Lead the end-to-end design process of new features, from concept to production
- Develop design artifacts such as journey maps, flows, wireframes, and prototypes to anchor the team with a shared understanding of the product
- Participate in user research, usability studies, and other UX research methods to gain insights on our user’s needs and behaviors
- Collaborate with product managers, engineers, and other stakeholders to plan and execute on features and enhancements
- Deliver high-fidelity designs that clearly communicate requirements to Engineering
- Present rationale for design decisions to leadership and other stakeholders
- Regularly give and receive feedback on designs and strategic product decisions
- Utilize and contribute to our growing design system
- Flexibility to occasionally travel for team collaboration sessions
Our take
Financial advisors often face challenges in accessing education and alternative investment funds due to the absence of an integrated platform for discovering these opportunities. This gap can hinder their ability to offer clients diverse investment options and make informed decisions.
CAIS addresses this need by providing an online marketplace that facilitates direct communication between financial advisors and asset managers regarding alternative investments. The platform sources expert advice across various sectors, including hedge funds, private equity, credit, real estate, and digital assets, allowing advisors to access valuable insights and opportunities.
With thousands of financial advisors utilizing its services, CAIS oversees more than $1.2T in assets. The company has partnered with major custodians like Fidelity and Schwab, collectively managing over $6T in assets for more than 15,000 advisors. Following substantial funding and achieving unicorn status in 2022, CAIS is now focused on advancing its technology, enhancing customer experiences, and digitizing product operations for both fund managers and financial advisors
Kirsty
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Apr 2022
$100m
LATE VC
Jan 2022
$225m
SERIES C
Total funding: $395m
Company benefits
- Healthcare & wellness: We offer highly subsidized medical, dental, vision plan options, and monthly reimbursements to support your lifestyle outside of work
- Coverage Waiver Allowance: Have benefits through another source? Receive a monthly allowance for waiving coverage
- Voluntary benefits: Enjoy discounted pricing on virtual marketplace retail benefits, pet insurance, legal, identity theft, critical illness, hospital coverage, and additional life and AD&D insurance
- Paid parental leave: New parents receive up to 16 weeks of fully paid leave
- Flexible PTO: Take the time you need in coordination with your team and manager. Plus, enjoy nine paid holidays throughout the year
- 401(k) matching: Participate in a comprehensive 401(k) plan with a 4% match
- Free Food: Take advantage of our in-office lunch program and a fully stocked kitchen
- Team events: Join our monthly happy hours, team building activities, and other events to ensure we stay connected
Company HQ
Midtown East, New York, NY
Leadership
Matt Brown
(Founder & CEO)Previously the Founder and Managing Principal at Brown Simpson Asset Management for 5 years and Managing Director at Fairfield Greenwich Group for 3 years.
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