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Founding Product Designer, Hazel AI

Altruist • San Francisco, CA

Job Description

<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 trad

Job Reference ID: CF-149182 • Posted on CloudFrame Job Scanner