Sr. Product Designer - Analysis & Reporting

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 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 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 and Pune.

The Role

The Design team at Addepar shapes wealth managers’ digital experiences. By crafting 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 mindset and champion a client-centered work environment with a focus on constructive feedback and collaboration.

We are seeking a Senior Product Designer to lead the design for our core Analysis & Reporting product. With our products today, wealth managers can design and deliver fully customised, branded reports, tailor fee structures based on the portfolios, and streamline client engagement operations. This enables wealth managers to provide superior, personalised financial advice to their end-clients with even the most sophisticated portfolios and build long-lasting, trusted relationships.

In partnership with product management, engineering, and other internal collaborators, this role will be driving the design transformation of our existing products and taking the user experience to the next level with intuitive and scalable workflows, enterprise-grade permission features, and adoption of our modern design system, Addepar Design Language.

What You’ll Do

• Lead all design aspects of a product area to build a premium product experience within a cross-functional agile team. Achieve business outcomes.
• Provide design vision and influence product decisions, prioritisation, strategies, and roadmaps, advised by user research and data. Champion our clients.
• Drive multiple threads of workstreams concurrently, addressing short-term design needs, delivering value to users incrementally, while making strides towards the long-term vision.
• Collaborate with the design system team and other design leads across Addepar's platform to craft a cohesive client experience that embody our brand.
• Seek out and react positively to feedback from your peers and collaborators. Provide thoughtful critiques, empower, and mentor other designers on the team to do their best work.

Who You Are

• 7+ years of experience working in the field of Product Design, Interaction Design, or UX Design.
• A portfolio showcasing expertise in user-centered design practice and a high degree of design craftsmanship.
• Experienced in designing web SaaS products for multi-faceted user base across a variety of segments, from small business to large enterprise.
• Curiosity driven learner who can get up to speed on new domains and product challenges quickly.
• Passion for systematic design, scalable information architecture, streamlined workflows, and practical problem solving.
• Proven records of driving design and development team through successful product launches and continuous improvements.
• Ability to think big pictures and plan for long-term product transformation.
• Outstanding communication, collaboration, and partnership building skills.
• A self-starter and a teammate who enjoys working in a fast-paced, agile environment.
• Proficient in using Figma, our preferred design and prototyping tool.

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].