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Director, Product Design, Invest

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Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role

As a Director of Design for Invest, you will define and drive the vision for SoFi’s investing platform, shaping the way millions of people build their financial futures. This role requires deep experience in the investing space, with a strong understanding of retail investing, trading platforms, portfolio management, and wealth-building tools.

Your primary responsibility will be to lead and elevate design across SoFi Invest, ensuring that our products—including stock and options trading, automated investing, and more—are intuitive, compelling, and delightful. You’ll collaborate closely with product, engineering, and business leadership to identify opportunities, drive innovation, and set a high bar for craft and execution. Additionally, you’ll be responsible for connecting Invest with the broader SoFi ecosystem to create a seamless and cohesive member experience.

We are specifically looking for a leader with prior experience designing for investing or trading platforms. You should be comfortable navigating the complexity of financial markets, regulatory considerations, and investor behaviors to create experiences that are both sophisticated and accessible.

As a senior leader in Research & Design, you’ll play a key role in mentoring and growing design talent, establishing best practices, and contributing to a strong creative culture at SoFi. You’ll also work closely with design leadership across the company to ensure consistency and excellence across all of SoFi’s financial products.

SoFi’s ambitious plans for Invest will only be realized with the addition of great talent—starting with you.

What you’ll do: 

  • Define the design strategy and vision for our Invest products
  • Collaborate with key partners including Product, Engineering, Business, Marketing & Ops
  • Strategize on roadmaps and priorities with key cross-functional leaders
  • Ensure strong design practices from concept to launch, resulting in high quality, polished launches
  • Model strong communication skills and ability to influence a diverse group of stakeholders
  • Leverage data and research investigations to build strong points of view on product direction
  • Collaborate directly with the Research & Design Leaders to ensure a coherent single SoFi experience, beyond your primary product & feature areas
  • Spearhead critical efforts in process, craft and execution 
  • Mentor, inspire, and grow members of the larger Research & Design team

What you’ll need:

  • 12+ years of experience successfully shipping products and features from start to finish
  • 5+ years leading teams of designers
  • Proven experience designing for investing, trading, or wealth management platforms
  • Entrepreneurial mindset and passion for building a business
  • Able to effectively communicate design solutions to all audiences, inclusive of executive leadership & the C-suite
  • Strong project planning, time management, and collaboration skills
  • Able to deeply understand business goals and outcomes by leveraging the use of data analytics, user testing, and research to inform and validate design decisions and focus on constant improvement
  • Expert in best practices in UX, design, and information architecture across responsive Web, iOS & Android
  • Experience with current design tools (Figma, Adobe Creative Suite, etc.)
  • Experience working in an Agile development environment using tools like Jira and Confluence
  • A portfolio URL or PDF to submit with the application with examples of mobile and responsive web product design

Nice to have:

  • Experience working in both marketing and product design settings
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. 
 
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
What You Should Know About Director, Product Design, Invest, SoFi

As the Director of Product Design at SoFi, located in the vibrant city of Seattle, Washington, you'll be at the pinnacle of transforming how our members engage with financial services. This is not just any role; it's a unique opportunity to shape the future of investing for millions of consumers. Imagine driving the vision for our innovative investing platform, where your creativity and design prowess can build compelling user experiences that demystify investing and make it enjoyable for all. With over a decade’s worth of experience behind you, especially in crafting designs for investing or trading platforms, you’ll lead a talented team, setting high standards for design excellence. Beyond just aesthetics, you'll craft intuitive interfaces that facilitate trading, portfolio management, and wealth-building directly linked to our core mission. Collaborating across various teams, including engineering and product management, you’ll not only enhance product strategy but also ensure cohesion within the wider SoFi ecosystem. Your mentorship will empower team members, fostering a culture where design thinking flourishes. This role is your chance to combine your entrepreneurial spirit with your passion for financial technology, channeling both into creating impactful solutions that resonate with users. Are you ready to invest in your future and ours?

Frequently Asked Questions (FAQs) for Director, Product Design, Invest Role at SoFi
What are the key responsibilities of the Director, Product Design at SoFi?

The Director, Product Design at SoFi will primarily define the design strategy and vision for the Invest products. This includes collaborating with key partners from various departments, setting priorities with cross-functional leaders, and ensuring a seamless user experience for our financial services. They are also responsible for mentoring the design team and establishing best practices in product design.

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What qualifications are necessary for the Director, Product Design role at SoFi?

SoFi seeks candidates for the Director, Product Design position with 12+ years of relevant experience and at least 5 years of leading design teams. A strong background in investing, trading, or wealth management platforms is essential, along with expertise in user experience best practices and proficiency in design tools like Figma and Adobe Creative Suite.

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How does the Director, Product Design contribute to SoFi's mission?

The Director, Product Design plays a critical role in advancing SoFi’s mission by creating user-friendly, engaging financial products that empower members to manage their investments effectively. By leading design efforts, this individual ensures that SoFi's offerings not only meet business goals but also delight users, aligning with SoFi’s vision of democratizing personal finance.

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What skills are preferred for the Director, Product Design position at SoFi?

Ideal candidates for the Director, Product Design role at SoFi should possess excellent communication and project management skills. An entrepreneurial mindset, a robust understanding of financial markets, and the ability to influence diverse stakeholders are also highly valued. Experience with Agile development methodologies is a plus.

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What is the work environment like for the Director, Product Design at SoFi?

The work environment for the Director, Product Design at SoFi is collaborative and dynamic, emphasizing innovation and creativity within the financial technology sector. This role allows for cross-departmental collaboration and involves mentoring design talent, contributing to a culture that prioritizes design excellence and user satisfaction.

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Common Interview Questions for Director, Product Design, Invest
How would you define the design strategy for a financial product at SoFi?

When defining a design strategy for a financial product at SoFi, it's crucial to focus on user-centric research, ensuring the solutions address actual user pain points. Drawing on competitive analysis in the industry can also inform your unique value proposition and innovations while grounding your approach in data-driven insights.

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What experience do you have in designing investing platforms?

In discussing your experience with investing platforms, you should highlight specific projects, detailing your role, the challenges faced, and the outcomes achieved. Emphasizing your familiarity with investing processes, regulatory considerations, and user feedback can help illustrate your expertise in the domain.

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Can you explain how you handle collaboration with product and engineering teams?

Effective collaboration with product and engineering teams requires clear communication and open-mindedness. I focus on setting common goals, and using tools like Jira for tracking progress ensures that all departments are aligned. Regular check-ins and feedback loops also keep the lines of communication open.

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Describe your approach to mentoring design talent.

Mentoring design talent involves providing constructive feedback and creating an environment where designers feel safe to share ideas. I believe in establishing regular one-on-one sessions, setting developmental goals, and encouraging participation in design critiques to foster growth and knowledge sharing.

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What design tools do you prefer, and why?

I prefer tools such as Figma for its collaborative features and efficiency in designing responsive layouts. Adobe Creative Suite also has a place in my toolkit for more intricate design tasks. Choosing tools often depends on the project requirements, but I always prioritize usability and adaptability.

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How do you ensure a cohesive user experience across multiple products?

To ensure a cohesive user experience across multiple products, I implement a design system that addresses visual language, interaction patterns, and user flows. Regular collaboration with cross-functional teams and consistency audits also help maintain a unified experience for the user across all platforms.

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What role does user feedback play in your design process?

User feedback is essential in my design process. Implementing user testing sessions and surveys means I can gather insights directly from the audience. I use this feedback to iterate on designs, ensuring they meet user needs and preferences while aligning with business objectives.

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How do you stay updated on design trends and technology?

Staying updated on design trends and technology is vital for innovation. I regularly attend design conferences, subscribe to relevant publications, and actively participate in online design communities. Keeping an eye on industry leaders and experimentation with new tools also helps me stay at the forefront of design advancements.

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What is your process for balancing aesthetics and functionality?

Balancing aesthetics and functionality begins with understanding user needs and behaviors. I focus on usability in the early design phases, ensuring functionality is not compromised for beauty. Iterating through feedback allows me to refine designs, marrying an appealing visual approach with effective usability.

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How do you measure the success of your design initiatives?

I measure the success of design initiatives through metrics such as user engagement, satisfaction surveys, and retention rates. Analyzing these KPIs alongside qualitative feedback helps assess the impact of my designs on user experiences and informs further iterations or innovations.

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SoFi helps people achieve financial independence to realize their ambitions.

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DATE POSTED
April 16, 2025

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