Staff Product Designer, Data Intelligence Platform

Are you energized by designing complex data-rich workflows that help investment firms make faster, smarter decisions? Do you enjoy simplifying deeply technical reporting and analytics systems into intuitive, elegant user experiences that customers trust every day? Are you excited to shape how AI, automation, and intelligent workflows transform modern investment reporting platforms at scale? If so, we invite you to be a part of our innovative team. As a Product Designer at Ridgeline, you’ll help modernize one of the most operationally complex areas of investment management software: client reporting, reporting infrastructure, and data intelligence workflows. You’ll partner closely with product managers, engineers, and customers to design reporting experiences that are powerful, scalable, and intuitive across advisors, operations teams, and investors. You’ll work across workflows including report discovery, report generation, scheduling, permissions, dashboards, AI-assisted reporting, and client-facing outputs while helping define the future of intelligent reporting systems. You’ll leverage modern AI tools like Claude, Cursor, and Claude Code to accelerate exploration, prototype experiences, evaluate edge cases, and improve product quality and design velocity across the entire design process. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.If this excites you, we’d love to meet you! You must be work authorized in the United States without the need for employer sponsorship. The impact you will have: Reimagine client reporting workflows across dashboards, report discovery, embedded PDFs, exports, and reporting home experiences Design intuitive workflows for configuring, generating, scheduling, monitoring, and troubleshooting complex reporting operations Define scalable experiences for template management, conditional content, disclaimers, reusable report structures, and advanced configuration workflows Build intelligent reporting surfaces that incorporate AI-assisted guidance, personalization, search, and configurable reporting experiences Create transparent access and sharing experiences for reports, batches, permissions, and administrative controls Prototype and iterate quickly using tools like Claude, Cursor, and Claude Code to explore workflows, edge cases, and interaction patterns Translate concepts into polished, production-ready experiences in Figma with strong systems thinking and visual craft Collaborate closely with engineering to ensure designs are feasible, scalable, and thoughtfully implemented Contribute to Ridgeline’s design systems, interaction patterns, prompt libraries, and AI design practices Conduct customer conversations, lightweight research, and usability testing to rapidly validate ideas and improve workflows Mentor designers through feedback, collaboration, and thoughtful design critique Think creatively, own problems, seek solutions, and communicate clearly along the way Contribute to a collaborative environment deeply rooted in learning, teaching, and transparency What we look for: 6+ years of experience designing and shipping successful digital product experiences Strong interaction design, systems thinking, visual design, and prototyping skills Experience designing complex workflows, data-intensive applications, or enterprise software platforms Active AI-native workflow experience using tools like Claude, Cursor, or Claude Code as part of daily product and design practice Ability to simplify technically complex systems into intuitive user experiences Experience collaborating closely with engineering teams to deliver thoughtful, scalable solutions Strong storytelling, communication, and p ... (truncated, view full listing at source)