---
title: 'Senior Product Designer at Avantos AI'
canonical: 'https://feeny.ai/job/senior-product-designer-avantos-ai-new-york-crgjp27jjdx9'
type: 'job'
last_seen: '2026-09-10'
---

# Senior Product Designer at Avantos AI

- **Company:** Avantos AI
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-06-13
- **Last confirmed live:** 2026-09-10
- **Apply:** https://jobs.ashbyhq.com/avantos/90251d4c-ddc8-4560-a79a-26360a647b1b

## Job description

Company Overview Avantos AI is shaping the future of client relationship management by reimagining it through the lens of artificial intelligence. We are building the industry’s first AI-native operating system for financial services, transforming how firms onboard clients, deliver advice, and manage critical servicing workflows. Our platform consolidates fragmented data, automates complex processes, and embeds intelligent decision-making throughout every stage of the client lifecycle. Supported by Bessemer Ventures and MIT’s investment arm, our team comprises execution-focused, design-driven, product-centric founders and leaders from Wharton, MIT, top design programs, and unicorn SaaS companies. We move swiftly, tackle deep industry challenges, and build technology that empowers users to take charge of their workflows. If you thrive on client impact, innovative product design, and tackling complex problems, Avantos is the place for you.

## About the Role

Imagine owning two of the most important surfaces of an AI-native platform for financial advisors: the mobile app they reach for on the go, and the Journey Builder where their workflows come to life. As a Senior Product Designer, you'll own both end-to-end. You're a strong product generalist with genuine native mobile depth, the kind of designer who can hold two adjacent surfaces, make the platform calls confidently, and ship craft work without needing a fully-formed playbook to start. Design here is moving fast. We prototype in code, build our own AI tooling, and re-evaluate how we work as quickly as the tools change. Joining now means you help shape that process rather than inherit it. The things we hold constant are the ones that do not go out of date: getting to the essence of a hard problem, sweating the details that earn it, and staying close to the people who use what we ship.

## Responsibilities

As a Senior Product Designer you will:

- Own the Avantos Mobile App end-to-end, partnering closely with mobile engineering on the platform-shaped patterns that make it feel native
- Own Journey Builder end-to-end, partnering with engineering on the flow logic and step-orchestration patterns at the heart of how advisors work
- Make the parity-vs-divergence calls between the mobile and web experiences, knowing when to share patterns and when the platform asks for something different
- Contribute mobile-specific and journey-orchestration patterns back into our design system, in partnership with our Principal Designer
- Run lightweight user research as part of your design process
- Help shape the culture, craft, and rituals of a growing design team

## Minimum Qualifications

- 4+ years of product design experience with real native mobile depth (iOS, Android, or both), as part of a broader product-design background, not responsive web with occasional mobile work
- The range of a strong generalist: comfortable owning two adjacent surfaces and switching between a mobile interaction problem and a web orchestration problem
- Strong opinions on platform-shaped patterns (iOS Human Interface Guidelines, Material Design) with the judgment to know when to break them
- Expertise in Figma and design systems, with the ability to translate patterns across platforms without losing native feel
- A track record of owning surfaces end-to-end through ambiguity and iteration
- Comfort prototyping in code and with AI, and genuine curiosity about how AI is changing the way we design and build

## Preferred Qualifications

- Fluency in B2B SaaS or fintech complexity; financial services experience welcome but not required
- Experience at consumer-grade mobile companies where the bar on interaction craft is high
- Experience designing AI-native or agentic features and rethinking familiar patterns around them
- Experience designing workflow, automation, or orchestration tools
- Previous experience in a small team or startup with a scrappy, ownership-driven approach

## What We Offer

- Competitive compensation + meaningful equity.
- The opportunity to shape the design foundation of a greenfield AI platform: the system, the craft bar, and how design works here
- A rare chance to bring service design thinking to scale, reshaping how advice and servicing are delivered across major financial institutions
- A culture built for craft, focus, deep work, and ownership, where design shapes the product rather than decorating someone else's spec

## About Avantos AI

## Company Overview
- **One-liner**: Avantos is the AI-native operating system for client management, powering how financial institutions onboard, service, and grow client relationships.
- **Entity Type**: Private (Series A – $25M led by Bessemer Venture Partners, with total funding of $44.2M)
- **Headquarters**: New York, NY, USA
- **Founded**: 2024
- **Founders**: Bassam Chaptini (Co-Founder & CEO) and Rabih Ramadi (Co-Founder & CEO)

## Core Business
- **Primary industry**: Financial services technology (Fintech) – client management software for banks, wealth managers, and other financial institutions.
- **Target customers**: B2B, Enterprise (financial institutions seeking to modernize onboarding, servicing, and relationship management).
- **Mission**: To build the operating system for the next generation of client management, unifying fragmented systems into a shared layer of context where AI agents turn data into continuous insight and execution.

## Products & Services
- **Avantos Platform**: AI-native operating system that integrates with existing CRMs, custodians, and core systems. It includes customizable workflows for onboarding and servicing, a knowledge graph that unifies client data, and AI agents that automate tasks such as data collection, document extraction, and follow-ups. Key modules: Onboarding, Servicing, Relationship Management, Upsell & Growth, Operations & Control.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Total funding of $44.2M (Seed $19.2M in two rounds, Series A $25M in February 2026)
- **Notable Investors/Partners**: Bessemer Venture Partners (Series A lead), E14 Fund (Seed lead), plus other institutional investors.
- **Growth Signals**: Headcount grew 171.4% year-over-year (LinkedIn reports 33 employees; Built In reports 38). Recent $35M Series A announcement. Trusted by leading financial institutions (e.g., SEI as a client partner). Active hiring across engineering, product, and client solutions roles.

## Competitive Advantages
- **Knowledge graph** that layers on top of existing systems, creating a single system of context for humans and AI.
- **AI-native agentic workflows** that reduce manual monitoring, handoffs, and decision latency.
- **Enterprise-grade security** – SOC2 certified, built for compliance and auditability from the ground up.
- **No-replacement integration** – works with existing CRMs and core systems, lowering switching costs for financial institutions.
- **Repeat fintech founders** with deep expertise in AI, financial services, and enterprise software.

## Strategic Focus
- Expand platform adoption across financial institutions, scaling AI capabilities for onboarding and ongoing client servicing.
- Continue to build out the engineering, product, and client solutions teams to support growth.
- Deepen integrations with custodians and core systems to become the standard operating layer for client management.

## Why Work Here
- **Culture**: “Massive influence” – employees directly shape client success and product roadmap. Strategic ownership of core enterprise clients. Work alongside founders, engineers, designers, and product leaders. Career acceleration into leadership roles.
- **Remote/Hybrid**: HQ in New York, NY (in-office for most roles). Some positions (e.g., Senior DevOps Engineer) are listed as fully remote. Hybrid options available for certain roles. Offices also in Novi Sad (Serbia), with team members in the UK and Brazil.
- **Notable perks**: Mission-driven impact redefining financial services through intelligent automation. Opportunity to work at the intersection of AI, enterprise software, and financial services. Competitive compensation and growth opportunities.

## Sources
1. [avantos.ai](https://avantos.ai/)
2. [avantos.ai/company](https://avantos.ai/company)
3. [builtin.com](https://builtin.com/company/avantos-ai)
4. [linkedin.com](https://www.linkedin.com/company/avantos-ai)
5. [avantos.breezy.hr](https://avantos.breezy.hr/)

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