Senior Product Designer, Agentic UX

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. 

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do.

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. 

Job Brief

You're not just designing screens — you're defining how humans and AI systems work together in one of the most high-stakes industries in the world. This role sits at the intersection of product design, AI behavior design, and design system engineering, and it's built for someone who wants to set the standard for what agentic UX looks like in financial services.

You'll be embedded with a product team building the conversational intelligence layer for Advisor360°'s platform — the AI assistant that advisors and their clients use to get things done. You're not downstream of decisions; you're in the room where the experience is defined, shaping what the product does before engineering picks it up.

Here’s What You’ll Do:   

• Own the experience definition for your product team — determine how advisors and clients interact with the platform, from AI message rendering to multi-modal response containers, before a single pixel is handed off
• Define how the AI assistant participates as a UX actor — design the visual and behavioral patterns that distinguish AI messages from human ones, surface tool execution in-thread, and handle streaming responses gracefully
• Design for three participants — advisor, client, and AI — each with distinct information needs, permission levels, and interaction patterns, including intent previews, confidence indicators, and progressive disclosure in chat
• Build and maintain a design system built for agent consumption — semantic naming conventions, design token architecture, Auto Layout for responsive intent, and CLAUDE.md-encoded instructions that make the system executable by AI agents
• Create predictability within uncertainty — establish structural consistency in tone, format, and response shape so users can build a mental model they trust even when AI output varies
• Prototype fast and evaluate running builds — use Claude Code, Figma MCP, or equivalent AI tools to go from concept to testable artifact without waiting for engineering, then validate on functional prototypes rather than static mockups
• Champion accessibility from the ground up — encode WCAG AA compliance into the token architecture by default, and own the UX-side of AI content distinguishability for regulatory purposes
• Stay one sprint upstream — the next feature's UX is defined and approved before the current one ships, keeping the PM and Tech Lead unblocked and aligned
  

What You Bring to the Table:  

• 5+ years of product design experience, with a portfolio that demonstrates systems thinking alongside strong visual and interaction craft
• Demonstrated experience designing for AI or ML-driven products — you understand non-deterministic systems and have designed correction and redirection affordances before
• Deep hands-on fluency with Figma, including component architecture, design variables/tokens, and Auto Layout
• Experience building or contributing to a shared design system, including governance, documentation, and cross-team adoption
• Ability to prototype in code or with AI-assisted tools — you don't wait for engineering to test a concept
• Strong product instincts — you can evaluate a plan's UX implications in a technical review, not just in a design critique
  

Preferred:

• Experience designing conversational UI or chat-based interfaces, particularly in enterprise or regulated industries
• Familiarity with WCAG AA standards and designing for accessibility at the system level
• Exposure to financial services, wealthtech, or other compliance-sensitive product environments
• Experience authoring structured AI-readable documentation (CLAUDE.md, prompt-based design governance, or equivalent)
  

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us:   

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day. 
 

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.   
 

Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA.. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.

The estimated base salary range for this position is $ 180,000 – $200,000 + bonus & equity. 

Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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