Altruist operates a vertically integrated platform combining self‑clearing brokerage, custody, and advisory software for RIAs, offering account opening, trading (fractional/fixed‑income), model management, rebalancing, reporting, billing, and client mobile apps.
<div class="content-intro"><p><span style="text-decoration: underline;"><strong>About Altruist</strong></span></p> <p>Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.</p> <p>We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!</p> <p><span style="text-decoration: underline;"><strong>But first, our values</strong></span></p> <p style="padding-left: 40px;"><strong>Kindness</strong> - Kindness doesn’t <em>just</em> equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.<br><br><strong>Brilliance</strong> - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.<br><br><strong>Grit</strong> - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.</p></div><p><span style="text-decoration: underline;"><strong>About Hazel</strong></span></p> <p>Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.</p> <p>Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.</p> <p><span style="text-decoration: underline;"><strong>The opportunity</strong></span></p> <p>We're hiring an experienced Founding Product Designer to lead design across Hazel end-to-end: from everyday admin workflows (notes, meetings, inbox, tasks) to Hazel's most complex, specialized AI agents, including financial planning, estate planning, and pairing/planning tools.</p> <p>This is an individual-contributor role and our first and lead designer for Hazel. You'll have the opportunity to re-imagine wealth management workflows in an AI-native format in close partnership with Product and Engineering, and help shape and maintain our design system. You'll be a strategic partner in product decisions, weighing in on where a feature lives, what discovery should look like, and how to scope and sequence the work.</p> <p>Location: San Francisco · four days a week in-office</p> <p><span style="text-decoration: underline;"><strong>What you'll do</strong></span></p> <ul> <li><strong>Design agentic workflows for real admin work</strong> <ul> <li>Own the end-to-end design experience across Hazel, from core admin surfaces like note-taking, inbox, and tasks to specialized, high-complexity AI agents such as financial planning, and investment analysis.</li> <li>Design how Hazel captures context, summarizes information, follows up, asks clarifying questions, and takes action on a user's behalf, all while staying predictable, transparent, and trustworthy.</li> <li>Invent new interaction patterns for AI-assisted work where traditional UI doesn't fit, blending automation, suggestions, and human control to reduce cognitive load without hiding important context.</li> </ul> </li> <li><strong>Define how the agent communicates and collaborates</strong> <ul> <li>Design patterns for how Hazel signals progress, uncertainty, permissions, and handoffs across multi-step and asynchronous workflows.</li> <li>Shape how Hazel explains what it's doing, why it's doing it, and what it needs from the user in a way that feels intuitive and trustworthy.</li> </ul> </li> <li><strong>Iterate quickly as Hazel evolves</strong> <ul> <li>Design, test, and refine experiences in tight feedback loops as Hazel's capabilities expand with model improvements.</li> <li>Work on critical-path features, adapting designs as the underlying agent becomes more capable and the product surface area grows.</li> </ul> </li> <li><strong>Own and evolve the design system</strong> <ul> <li>Contribute to and maintain Ethos, our design system, ensuring pixel-perfect implementation and consistent interaction patterns across Hazel and the broader platform.</li> <li>Obsess over the details that make tools feel calm, fast, and reliable: clear hierarchy, thoughtful defaults, crisp feedback loops, and minimal friction in day-to-day use.</li> </ul> </li> <li><strong>Shape product decisions and work fluidly across disciplines</strong> <ul> <li>Design for a wide range of advisor tech-savviness, making complex agent workflows approachable without dumbing them down or overwhelming less technical users.</li> <li>Sit at the table on product strategy: help decide where features live, what to build versus defer, and what discovery is needed before committing to a direction.</li> <li>Pair with product marketing, brand, and engineers on implementation, and pressure-test ideas directly with users and design partners.</li> </ul> </li> </ul> <p><span style="text-decoration: underline;"><strong>What you bring</strong></span></p> <ul> <li>5+ years of experience in product design, with a focus on complex, multi-step workflows and end-to-end ownership from discovery through launch.</li> <li>Strong interaction design fundamentals and a track record of shipping real products—not just concepts or prototypes.</li> <li>A systems-level mindset for how features connect across a broad, complex product surface, and how those pieces should feel cohesive within one agent experience.</li