Job description
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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.
The Role
The Design team at Addepar shapes the digital experiences of wealth managers, empowering them to grow their businesses and deliver best-in-class services to their clients through intuitive and easy-to-use products. Embracing an agile and high-growth mindset, we foster a client-centered work environment built on constructive feedback and strong collaboration.
We are seeking a highly experienced Senior Product Designer II to be a key driver in designing intuitive, performant, and best-in-class user experiences for our trading and trading operations platform. The ideal candidate possesses extensive experience designing trading and order management systems within the wealth management industry, specifically in the front office. You will leverage your deep understanding of the wealth management domain to ensure our product delivers an exceptional trading experience.
We’re seeking an individual who is highly collaborative and excels in working in partnership with design, product, and engineering teams worldwide. You will be adept at leveraging data and your deep financial experience to inform your design decisions. You excel at diving into the details and untangling complex edge cases while maintaining a clear strategic vision. This role requires a pragmatic approach, understanding when to be strategic and when to execute with agility in the context of building an early-stage product within a mature platform.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $138,000 - $215,000 (Base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What You’ll Do
- Lead and own all design aspects of projects from initial concept through to final delivery, working closely within cross-functional agile teams to create elegant, delightful, and cohesive product experiences for our users.
- Contribute strategically to product development, ensuring we are building the right solutions for our customers, considering the maturity of our platform and product roadmap.
- Actively contribute to the evolution of our platform, ensuring that core trading workflows and user needs are seamlessly integrated and emphasized holistically.
- Partner closely with product leadership to inform product strategy, influence the future direction of our trading platform, and advocate for user-centered design principles.
- Elevate Addepar’s product experience through exceptional interaction design, intuitive workflows, and effective data visualization, particularly for complex financial data.
- Apply user research findings and product metrics to inform design concepts, influence product prioritization, strategies, and roadmaps, ensuring data-driven decision-making.
- Collaborate effectively with engineering teams to ensure design feasibility and high-quality implementation.
- Contribute to the expansion, evolution, and adoption of the Addepar Product Language design system, ensuring consistency and scalability across our products.
- Actively seek out and embrace feedback from peers and cross-functional partners. Provide constructive feedback, empower, and mentor other designers to foster growth and design excellence within the team.
Who You Are
- Deep understanding of portfolio management, client reporting, and compliance requirements within financial services, particularly within the front office context.
- Significant experience designing software to assist advisors and/or portfolio managers in assessing portfolios and managing them against the firm’s recommended approach.
- Passionate about systematic design, scalable information architecture, and streamlined workflows, with proven ability to leverage complex data visualization skills to create practical and effective problem-solving solutions for financial users.
- Proven track record of success in product design, interaction design, and UX design, with a strong understanding of user-centered design principles.
- A portfolio showcasing robust UI design, solid user-centered design practices, and strong prototyping skills.
- Experienced in crafting web products and user interfaces for enterprise users, with a focus on usability and efficiency.
- Passion for distilling complex use cases and requirements into sophisticated, scalable, and optimized design solutions.
- Excellent collaboration and communication skills, with the ability to articulate design rationale clearly and persuasively to diverse audiences.
- A self-starter and proactive teammate who thrives in a fast-paced, agile environment and enjoys working collaboratively.
- Meticulous with a keen eye for visual consistency and attention to detail.
- Experience working with Figma, our primary design tool.
- Experience in a B2B SaaS environment, particularly within the wealth management sector, is a significant advantage.
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 [email protected].
