JobsProduct DesignerNew YorkProduct Designer, Managed Accounts

Stash

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Product Designer, Managed Accounts

Stash · New York, New York, United States

Full-timeHybrid · 3 days in office2-5 yrs$130k–$150kListed as no visa sponsorshipFinancial Services
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In short

The Product Designer will design intuitive experiences for managed investment accounts, focusing on clarity, trust, and user-centered solutions. They will collaborate with cross-functional teams to translate complex financial concepts into simple, accessible interfaces.

What they're looking for

MUST-HAVE SKILLS

UX/UI DesignProduct DesignUser-centered designPrototypingDesign systemsUser researchData analysisCommunication

ALSO MENTIONED

Product DesignerUX/UIFintechManaged AccountsUser-centered designDesign systemsInvestmentPortfolio managementRetirement accountsBehavior design

Candidates must have 3+ years of professional consumer UX/UI experience and a strong portfolio demonstrating process and impact. The role requires a collaborative mindset, the ability to work in a regulated environment, and proficiency in designing complex product flows.

About the employer

Stash

We’re helping everyday Americans invest and build wealth. (stsh.app/disclosures)

Stash is a personal finance app that makes investing easy and affordable for millions of Americans. From budgeting paychecks to stock rewards and saving for now or retirement, we help Stashers create more financial freedom. Stash’s Smart Portfolio was named the top-performing robo-advisor for 2023 by Condor Capital.

Read more

1. Limitations apply. 5% Stock-Back® rewards available only for qualified bonus merchants on Stash+, up to $10/month. See Bonus Rewards Terms & Conditions. All rewards earned through use of the Stash Stock-Back® Debit Mastercard® will be fulfilled by Stash Investments LLC and are subject to Terms and Conditions. All Stock-Back® rewards contribute to a single $10 per month cap. You will bear the standard fees and expenses reflected in the pricing of the investments that you earn, plus fees for various ancillary services charged by Stash. In order to earn stock in the program, the Stash Stock-Back® Debit Mastercard must be used to make a qualifying purchase. Stock rewards that are paid to participating customers via the Stash Stock Back program, are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. Stash Banking services provided by Stride Bank, N.A., Member FDIC. The Stash Stock-Back® Debit Mastercard® is issued by Stride Bank pursuant to license from Mastercard International. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. Any earned stock rewards will be held in your Stash Invest account. Investment products and services provided by Stash Investments LLC and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. Stash also partners with employers to offer “StashWorks,” a workplace benefit to improve financial wellness for employees. With StashWorks, employees can learn about money, contribute to their savings, and earn rewards for achieving their financial goals. See our disclosures: https://bit.ly/3Tff1jI

INDUSTRY
Financial Services
COMPANY
Privately Held
FOUNDED
2015
HEADQUARTERS
New York
SIZE
201-500on LinkedIn
OFFICES
1 on LinkedIn
OPEN HERE
3 roles

KNOWN FOR

InvestingFinancial TechnologyPersonal FinanceBanking

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Questions about this role

Is this Stash role remote?
Tagged hybrid · 3 days in office.
What does it pay?
The posting lists $130,000–$150,000 a year.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 2-5 years.

The posting, in full

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.

▶ READ THE FULL POSTING

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 recruiting@Stash.com.

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**

APPLY ON STASH'S CAREERS SITE ↗
SAVE THIS JOB

We'll keep this job - the posting's full text, even after it closes. Free.

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This listing comes from Stash's own careers site. Apply links go to the employer. Company facts are from Stash's public profile. Last checked 1 Nov 2026.