Best suited to product designers with B2B SaaS or technical tool experience working in finance or financial services.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Endex via Ashby
WHO WE ARE
Endex builds AI agents that handle complex, end-to-end work for the world's most demanding teams. Today we're deployed across leading financial institutions and Fortune 500 companies, embedded in the tools and workflows they rely on. We operate at the frontier of agentic knowledge work, partnering closely with top AI research labs and backed by the OpenAI Startup Fund. We're on a mission to build the most capable digital coworker in the world.
ABOUT THE ROLE
Location: New York City
Commitment: 5 days in-person
As a Designer at Endex, you'll define how financial professionals interact with AI in their most critical workflows. You'll design intuitive interfaces for agentic AI, building a design system that scales, and establishing the visual identity of a category-defining product. If you want to shape how Wall Street works with AI, this is your opportunity.
YOUR KEY RESPONSIBILITIES
- Core Product Experience: Design the end-to-end user journey for interacting with AI agents in Excel. Create intuitive interfaces for complex workflows (prompting, iterating, reviewing AI outputs)
- Onboarding & Activation: Craft the first-time user experience that takes someone from "what is this?" to "I can't work without this."
- Design System: Build and maintain our design system from scratch.
- Visual Identity: Shape Endex's brand through our product, marketing site, and collateral. Create a visual language that feels sophisticated, trustworthy, and cutting-edge
- Cross-Functional Collaboration: Work closely with Engineering and Product to ship designs. Balance user needs with technical constraints, especially within Excel's add-in environment
- Growth & Conversion: Design signup flows, pricing pages, and upgrade prompts that drive conversion
WHAT WE'RE LOOKING FOR
- Product Designer: You have a strong portfolio demonstrating end-to-end product design, from research and wireframes to high-fidelity mockups and shipped features
- User-Obsessed: You deeply understand user workflows and pain points. You conduct research proactively and let insights drive your design decisions
- Technically Fluent: You understand technical constraints and can work effectively with engineers. You know what's possible in web technologies and can design within platform limitations
- Detail-Oriented: Your designs are polished and production-ready
- Fast Executor: You ship quickly, and iterate based on feedback
- Strong Communicator: You articulate design decisions clearly and can advocate for user needs across the organization
- 3+ years of product design experience at technology companies, ideally B2B SaaS or technical tools
- Strong portfolio showcasing end-to-end product design work with measurable impact
- Proficiency in modern design tools (Figma required)
- Experience designing complex workflows or enterprise software
NICE TO HAVE
- Background in finance or financial services—you understand Excel power users and financial modeling workflows
- Experience designing AI/ML products or agentic interfaces
- Experience with design systems or component libraries
- Front-end development skills (HTML/CSS/JavaScript)
- Experience at early-stage startups (seed to Series A)
FULL-TIME BENEFITS
- Competitive salary + meaningful equity
- Health & dental insurance
- Monthly wellness stipend
- 401(k) matching
Source: Endex careers (Ashby)