Financial Methodology Product Designer


NextCapital is seeking a Product Designer within the Financial Methodology Group of NextCapital. You will work in close collaboration with Financial Engineers, Data Scientists, Software Developers and Executive Management on proprietary and partner-specific Structured Investor Lifecycle Advice Solutions.


  • Contribute to an innovative enterprise digital advice platform, offering individuals professionally-designed and managed financial solutions
  • Work with leading financial institutions to collaborate on solutions
  • Develop an understanding of business requirements from both key external and internal stakeholders and translate those into specifications for Financial Engineers and Software Developers
  • Become expert at a wide range of finance, economics, and the regulatory framework that impacts personalized advice.
  • Define development tasks based on designed or yet to be designed prototypes and verifying whether results meet stated requirements
  • Design logic frameworks to ensure design prototypes support required use cases
  • Obtain, document, enhance financial methodology



  • You have successfully completed a degree in Finance, Economics, Engineering, Applied Mathematics, Physics, Philosophy or equivalent experience
  • You are comfortable with or can quickly become comfortable with equations, code and ability to read and write pseudo-code
  • 5+ years work experience with a strong background in financial planning and tax management strategies and concepts
  • Familiar with investment account types, e.g., Roth 401(k), Traditional IRA, HSA, ESA, etc.
  • CFP or CPA or CFA or CAIA preferred
  • You have strong abstract thinking abilities
  • You have excellent written and oral communication skills
  • You have strong project management skills



  • Work on solutions that combine innovative technology and financial theory
  • Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people
  • Work in a fast-paced, dynamic environment
  • Experience building exciting new fintech solutions
  • Avoid the bureaucracy that slows down larger companies
  • Receive great benefits like stock options, employer 401(k) match, and employer contributions to health, dental and vision coverage
  • Enjoy a laid back work environment surrounded by top-quality researchers & engineers that enjoy working with each other
  • Get in on the ground floor of a growth stage company where you can have a real impact on the company's future
  • Participate in company-sponsored cornhole leagues, Thursday After Hours (cards, video games, treats), fantasy football leagues, hackathons and other fun events.
  • Sip locally roasted coffee or espresso at your modular sitting/standing desk

Meet Some of NextCapital's Employees

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