Senior Product Designer - Portfolio Data Experience

1 Month ago • All levels • Design

Job Summary

Job Description

Addepar is a global technology and data company that empowers investment professionals with informed guidance. The Design team shapes wealth managers' digital experiences by creating intuitive, easy-to-use products. This Senior Product Designer role focuses on building user experiences for portfolio data. The ideal candidate will have a passion for systematic design, scalable information architecture, streamlined workflows, and practical problem solving. They will understand client and internal user needs, dive into details, untangle edge cases, and connect the big picture. This role involves managing multiple workstreams, addressing short-term needs, delivering incremental value, and contributing to the long-term vision.
Must have:
  • Several years of experience in Product Design, Interaction Design, or UX Design
  • Portfolio showcasing user-centered design and craftsmanship
  • Experience crafting web products and UI for enterprise users
  • Passion for distilling complex use cases into scalable design solutions
  • Excellent collaboration and communication skills
  • Self-starter and team player in a fast-paced agile environment
  • Meticulous with a keen eye for consistency
  • Experience working with Figma
  • Ability to lead all design aspects of a project
  • Elevate product experience through interaction design and data visualization
Good to have:
  • Experience in the finance industry
  • Use user research and data to advise design concepts
  • Contribute to the expansion, evolution, and adoption of the Addepar Product Language design system
  • Provide thoughtful feedback and mentor other designers

Job Details

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

The Design team at Addepar shapes wealth managers’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide best-in-class services to their clients. We take an agile, high-growth attitude and champion a client-centered work environment with a focus on constructive feedback and collaboration.

We are currently seeking a Senior Product Designer to join our team in building intuitive, performant, best-in-class user experiences for our portfolio data experience. The ideal candidate has a passion for systematic design, scalable information architecture, streamlined workflows, and practical problem solving. You gain a deep understanding of the needs of both the clients and internal users to advise your design. You enjoy diving into the details and untangling edge cases, while connecting the dots and painting the big picture. You are adept at taking on multiple threads of workstreams at the same time, addressing short-term design needs, and delivering value to users incrementally, while making strides towards the long term vision. 

What You’ll Do

  • Lead all design aspects of a project from start to finish, collaborating within cross-functional agile teams to deliver an elegant, delightful, and cohesive product experience for our users
  • Elevate Addepar’s product experience through outstanding displays of interaction design and data visualisation
  • Use user research and data to advise design concepts and influence product prioritisation, strategies, and roadmaps
  • Contribute to the expansion, evolution, and adoption of the Addepar Product Language design system
  • Seek out and embrace feedback from your peers and collaborators. Provide thoughtful feedback, empower, and mentor other designers on the team to do their best work

Who You Are 

  • Several years of experience working in the field of Product Design, Interaction Design, or UX Design
  • A portfolio showcasing solid user-centered design practice and a high degree of design craftsmanship
  • Experienced in crafting web products and UI for enterprise users
  • Passion in distilling complex use cases and requirements into sophisticated, scalable, optimised design solutions
  • Excellent collaboration and communication skills
  • A self-starter and a teammate who enjoys working in a fast-paced, agile environment
  • Meticulous, with a keen eye for consistency
  • Experience working with Figma, our primary design tool
  • Experience in the finance industry is not required, but a huge plus

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

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