Senior Product Designer
Who We Are
Holistiplan is an award winning financial planning tool that specializes in tax planning, insurance risk management, and soon to be estate! We’re known for our industry leading tactical tax planning tools with our tax report and scenario analysis tools. Holistiplan has been voted the #1 tax planning software in the 2021, 2022, and 2023 Kitces Report Studies, and the #1 tax planning software in the 2021, 2022, 2023 and 2024 T3 / Inside Information Software Surveys.
Within 45 seconds, Holistiplan’s OCR technology scans tax returns and creates a white-labeled client-facing Tax Report that highlights opportunities for financial planners and investment advisors. Now, advisors have innovative tax planning tools at their fingertips to find opportunities to work with their clients to reduce their client’s lifetime tax burden and preserve their wealth.
Position Overview
As Senior Product Designer at Holistiplan, you’ll have the opportunity to build and evolve our design process, collaborating closely with our Product and Engineering teams. You’ll be responsible for delivering high-quality user experiences while balancing the needs of the business, users, and technical feasibility.
We’re looking for someone who not only makes software look good—but also thinks strategically about design, understands the impact of user experience on business outcomes, and thrives in an environment where they can learn, test, and validate directly with customers.
Key Tasks & Responsibilities
- Own the end-to-end design process: from concept to delivery, ensuring thoughtful and well-executed experiences that align with business goals.
- Collaborate effectively: Work closely with Product Managers, Engineers, and other stakeholders to create seamless user experiences that address real customer needs.
- Drive design strategy: Use your understanding of product strategy and
business needs to influence design decisions. - User-centered approach: Conduct user research, testing, and validation to ensure designs meet the needs of our customers—particularly in the context of B2B and Enterprise environments.
- Data-driven design: Use qualitative and quantitative data to inform your decisions, while leveraging intuition and user feedback to shape the experience.
- Focus on outcomes, not just deliverables: Prioritize quality outcomes that lead to positive product experiences, rather than just focusing on completing design tasks.
Qualifications:
- Experience: 3+ years of experience in product design, ideally in B2B or enterprise software.
- Strategic thinker: You care about the intersection of business and design and how great user experiences impact both.
- Experience designer: You’re more than a visual designer—you think holistically about how users interact with the product and are passionate about user experience.
- Fast learner: You’re eager to learn new concepts, ask questions, and dive deep into complex topics (like tax) when needed.
- Collaborative: You communicate effectively and work well with cross-functional teams, especially with engineers and product managers.
- Judgment: You know when to be pragmatic and when to defend usability, always considering speed and user outcomes.
Bonus Points
- Experience in tax, financial planning, or similar technical industries
- Familiarity with front-end development (HTML, CSS, JavaScript)
- Strong opinions on design systems and how they impact scalability
Benefits
- Opportunity to shape our design function from the ground up
- Be part of a fast-growing company focused on transforming the financial planning industry
- Opportunity to shape an innovative software product that directly impacts the work of financial planners and their clients
- Competitive salary and equity options
- 401(k) matching
- Health insurance (Medical/Dental)
- Flexible working hours and remote work culture
- Unlimited PTO with a team that uses and encourages time off
- Monthly Gym & Office Space Reimbursements
- Opportunities for professional growth and development
- A collaborative and innovative work environment
To apply, please send your resume to jobs@holistiplan.com