Senior Product Designer II, Professionals

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable. If you would like to join us, we are looking for a Senior Product Designer II that will shape how financial advisors, attorneys, and nonprofit partners help millions of families get their estate plans in place. You'll be embedded in our Professionals squad - the fastest-growing part of our business - owning complex, multi-sided design problems end-to-end from research through ship. About You: You've designed complex B2B or platform products and understand that professionals don't have time for a product that gets in their way, and who need to trust what they're putting in front of their clients. Not everything will be defined when it lands on your plate. You're comfortable with that - you know how to find your footing and move forward without waiting for someone to hand you a cleaner brief. You have strong opinions about visual design - hierarchy, type, color, motion, and the fluency to act on them. You think about how a product functions as well as how it feels, and your work reflects that. You understand that influence is part of the job. You can build a design rationale that lands with a skeptical PM, articulate tradeoffs to an engineer under deadline, and make a case for the right call in a room that's leaning the other way. You push back when it matters and let go when it doesn't. You're genuinely excited about what AI can do for both your design process and the products you build. Most importantly: you care about what we're building here. Estate planning isn't an abstract product category. It's the difference between a family that's protected and one that isn't and that motivates you. About the Role: Most families don't have an estate plan. And the ones who do often got there because a financial advisor, attorney, or nonprofit partner guided them there. That's the platform you'll be designing for. Our Professionals channel serves more than 15,000 wealth planning professionals who help millions of families get their plans in place. It's the fastest-growing part of our business — and one of the most consequential. The work you do here shapes how advisors show up for their clients at some of the most important moments of their lives. This is a high-autonomy role. You'll be embedded in the Professionals squad, working alongside Product and Engineering from discovery through delivery. You'll also bring your thinking to the broader product when the team needs it. What You’ll Do: Start with the right problem. Before a single screen gets designed, you'll do the work of understanding what actually needs solving. That means getting into the research - interviews, behavioral data, what the market is doing - and turning it into a point of view that the team can actually build toward. Good synthesis is a design skill. You have it. Shape what gets prioritized. You'll work closely with PMs to influence the roadmap. When you have a clear read on what users need and why it matters, you'll bring that in before decisions get locked in. Own complex, multi-sided design problems end-to-end. The Professionals platform serves both the advisors using our tools and the clients they're planning for. You'll hold both perspectives simultaneously and design for the tension between them — building trust, clarity, and confidence into every touchpoint. Set the craft bar. You'll bring a sophisticated visual design sensibility to a product that has historically leaned functional. That means strong hierarchy, considered interaction patterns, and an aesthetic that earns trust of professionals who spend their days in financial tools. Move fast and know when to slow down. Startup pace is real here. You'll make smart tradeoffs - balancing scope, effort, and opportunity cost with Product and Engineering. Use AI as a design tool and a design medium. You'll integrate AI tools into your workflow for research synthesis, concept generation, and rapid prototyping. You'll design AI-powered features with care, understanding what the technology does well, where it falls short, and how to introduce it in ways that feel trustworthy and helpful. Contribute to systems. You'll help extend our design system in ways that scale - building reusable patterns that hold up across the Professionals platform and beyond. Raise the bar for the team around you. You'll bring a point of view on where design is headed - sharing thinking, sparking conversations, and helping the team stay sharp on craft, process, and what's possible. You show up fully in critique and bring an energy that elevates the whole group. Qualifications: 7+ years in product design with a portfolio that demonstrates strong visual craft, clear design thinking, and shipped work across web and mobile - AI-powered experiences included. Proven experience on B2B or platform products with multiple, distinct user types Ability to work 0-to-1, the level of new product areas or audience segments Hands-on fluency with AI tools in your actual workflow - show us how you use them Fluency in Figma; meaningful experience contributing to or owning a design system Track record of shipping high-quality work on time with edge cases considered - you catch what others miss Strong communicator who can advocate for design decisions with PMs, engineers, and business stakeholders Experience working in a high-growth startup and/or fintech or regulated consumer product — this space carries real stakes for real families and you take that seriously This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT), Nevada (NV), Utah (UT) Employee Benefits & Perks: Compensation: Salary + Equity Our salary range for this position is $175k - $200k, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. PTO Flexible time off that you are encouraged to use Generous paid company holidays and breaks throughout the year Monthly friends & family day Paid time off to volunteer in your community Health and Wellness Benefits Exceptional health benefits including medical, dental, vision, life, and disability insurance - we cover 100% of premiums for employees and dependents on medical coverage Mental health support through Spring Health, plus access to One Medical for primary care and Cleo for family planning and caregiving Financial wellness benefits (unlimited 1:1 sessions with a UBS financial coach and employer-sponsored 401k with up to 4% company match) Extra Flexible work schedule + hours Family-friendly work environment. We support the complexity of a remote world with the needs of families Up to $1,000 annually in learning & development reimbursement Optional company-sponsored events and travel throughout the year $500 Work from home stipend + Apple accessories About Trust & Will: We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers. Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes. California Privacy Notice: Trust & Will collects personal information from applicants including identifiers, professional/employment history, and education information to evaluate qualifications and communicate about your application. California residents have the right to know what information we collect, request a copy, correct inaccuracies, or request deletion (subject to exceptions). To exercise these rights, contact [email protected]. For more information, visit our privacy policy . Trust & Will may use AI tools to assist with administrative recruiting tasks. All final hiring decisions are made by people. For accommodations, contact [email protected] . This position will remain open until filled, but applications received by May 29, 2026, will receive priority consideration.

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