Note: The job is a remote job and is open to candidates in USA. Boldin helps anyone build a comprehensive financial plan and understand how today's decisions shape their future. They are seeking a Principal Product Designer to shape user interactions with their financial modeling product, focusing on creating clear and confident user experiences. This role involves end-to-end design responsibilities, collaboration with various teams, and the integration of AI into the design process.
Responsibilities
- Own design end to end: Partner with product and engineering teams to Identify and define key problems, explore solutions, and ship work that moves key metrics — from kickoff through launch and iteration
- Align using AI: Use Claude to interrogate ideas, surface risks and edge cases, and build the product plans that align your team on direction before design starts
- Translate complexity into clarity: Use data, testing, and research to turn complex features, models, and financial scenarios that are both informationally rich and easy to navigate
- Build to validate: Use Cursor and Claude Code to build prototypes and iterate on flows that validate ideas quickly — while pushing past generic AI output to keep interactions intuitive and the UI polished
- Figma as documentation: Translate validated concepts into Figma as the source-of-truth for full state coverage, system alignment, and dev readiness
- Balance simplicity & depth: Understand what less technical users and power users each need from the product, and make deliberate calls about where to optimize, where to layer, and where to diverge
- Raise the bar: Contribute patterns, prompts, and crits that elevate Boldin’s design craft and maturity
Skills
- 7+ years of product design experience, with meaningful work on complex products — ideally in fintech, financial planning, analytics, healthcare, or other systems-heavy domains
- A portfolio that shows strong product thinking, interaction design, and craft, including 0→1 work that shipped to users
- Active use of AI in your design workflow — from ideation and exploration to designing and building functional prototypes
- Comfortable turning OKRs into product plans through research, exploring ideas, defining success metrics and adjusting based on results
- Must be able to work US office hours, with overlap across ET and PT
Company Overview
Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. It was founded in 2015, and is headquartered in Mill Valley, California, USA, with a workforce of 51-200 employees. Its website is https://www.newretirement.com.