B

Brightplan

Fiduciary digital financial planning platform

Lead Product Designer

Product DesignConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • Significant product design experience with a portfolio demonstrating shipped work across complex digital products.
  • Experience leading end-to-end product design for major features, experiences, or new products from early concept through implementation.
  • Experience establishing, owning, or significantly evolving a design system used in a component-based development environment.
  • Strong interaction, visual, information architecture, and prototyping skills, with fluency in Figma or comparable modern design tools.
  • Working knowledge of WCAG 2.2 AA and experience applying accessibility principles during the design process.
  • Experience using AI in product design and a genuine interest in experimenting with how AI can improve design workflows, exploration, and scale.
  • Strong systems thinking and the ability to balance individual feature needs with consistency across the broader product experience.
  • Strong partnership skills with Product Management and Engineering, including the ability to communicate design rationale, navigate implementation tradeoffs, and move decisions toward execution.
  • Comfort operating with significant autonomy in a small, fast-moving organization where direction must be established proactively.
  • An evidence-based approach to design and a willingness to test assumptions, measure results, and iterate.
  • Applicants must live and work in the United States and be authorized to work in the United States without current or future employment visa sponsorship.

Responsibilities

  • Lead product design for App 2.0 from concept through implementation, including information architecture, user flows, wireframes, prototypes, interaction design, and high-fidelity UI.
  • Translate product functionality, customer requirements, and business priorities into clear, intuitive experiences designed to improve engagement and adoption.
  • Design responsive desktop and mobile-optimized experiences, accounting for differences in user behavior and interaction across form factors.
  • Establish and evolve the App 2.0 design system, including components, patterns, tokens, behaviors, documentation, and governance.
  • Partner with Engineering to ensure design intent translates effectively into implementation and to minimize UX drift, unnecessary custom components, and design debt.
  • Build accessibility into design from the start by applying WCAG 2.2 AA principles across product and design-system work and partnering with Engineering and the compliance team to address accessibility findings.
  • Help define BrightPlan’s AI-first design practice by experimenting with AI across ideation, exploration, prototyping, design variations, documentation, and other parts of the design process.
  • Explore and develop AI-enabled design agents, skills, instructions, and workflows to increase design capacity and consistency while preserving strong design judgment.
  • Develop a point of view on how AI should influence the product experience and what an AI-first financial wellness experience can become.
  • Use customer input, product analytics, experiments, A/B testing, usability feedback, and established UX practices to validate design direction and measure impact.
  • Engage directly with customers, the Customer Advisory Board, and other stakeholders to understand needs, present concepts or prototypes, and validate design decisions.
  • Support App 1.0 design needs during the transition to App 2.0 as development priorities increasingly shift toward the next-generation experience.

Desired Qualifications

  • Experience designing financial services, employee benefits, healthcare, or another regulated or trust-sensitive product.
  • Familiarity with React Native, shadcn, Tailwind, or similar component-based development frameworks; coding is not required, but understanding how design systems and components translate into implementation is desirable.
  • Experience working with accessibility audits, VPAT/ACR findings, or third-party accessibility partners.
  • Experience using product analytics tools such as Mixpanel to inform design decisions.
  • Experience designing AI-enabled product experiences or experimenting with AI agents and other emerging AI design workflows.

About the Company

Brightplan

Fiduciary digital financial planning platform

BrightPlan provides a financial wellness platform for employers and their employees. It offers a digital suite that includes financial planning, investment advice, and goal-setting tools, all certified for fiduciary excellence. The platform is accessed by employees through a subscription paid by their employer, creating a steady revenue stream for BrightPlan while helping companies improve workforce productivity, engagement, and retention. The product is designed to address total financial wellness, combining planning, investment guidance, and goal tracking in one online platform. BrightPlan differentiates itself by focusing on fiduciary-grade guidance and a comprehensive, employer-facing subscription model that targets corporate clients seeking to attract and retain top talent. The company’s goal is to help organizations improve employee financial health, which in turn supports talent retention and overall business performance.

Company size
51-200
Company stage
Late Stage VC
Total funding
$64.2M
Headquarters
Boca Raton, FL
Founded
2015

Recently Posted Jobs

Explore more opportunities at Brightplan

See more jobs