Creative Designer, Addepar
More information about location
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
More information about location
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- A self-starter with a strong ability to manage projects, timelines and expectations, ensuring deliverables are on time and meet quality standards
- Experience designing for web and digital platforms, with a passion for crafting engaging, user-focused creative solutions
- Proficient in tools like Figma (including Figma Components for web) and Adobe Creative Cloud, with a keen eye for detail and design consistency
- Comfortable working closely with the Studio’s copywriters – and cross-functionally with marketing, product, GTM, client support and other teams – fostering collaboration and alignment
- Organized and dependable, with the ability to juggle multiple projects and prioritize effectively in a fast-paced environment
- A strong communicator – using Monday, Slack, Figma, etc – who thrives on providing clarity and delivering creative assets that align with team and business objectives
- Passionate about design and dedicated to growing your skills while contributing to a team of talented creatives
- This role is ideal for someone who is detail-oriented, enjoys solving design challenges and excels at working with cross-functional teams to bring creative projects to life
What the job involves
- Addepar is seeking a skilled Designer with expertise in creative and web design to join our Studio team
- This role requires someone equally skilled in traditional design mediums, as well as web and digital campaigns, with a focus on designing engaging and visually compelling digital experiences that align with our brand and business objectives
- Your day-to-day will also include creative design for performance marketing, product marketing, corporate and brand initiatives – from ads and social, to event experiences and collateral
- Proficiency in motion graphics or video design is a strong plus, as we aim to expand the dynamic content we deliver across platforms
- As part of the Studio team, you will work cross-functionally to craft designs that drive engagement, elevate our product experience and support our brand and visual identity
- Leverage design skills in Figma, our primary design tool, to create high-quality designs, ensuring adherence to our visual identity and brand guidelines
- Utilize your familiarity with Figma Components, including designing reusable components and variants optimized for web experiences
- Apply excellent Adobe Creative Cloud skills, including Photoshop, Illustrator and other tools, to create compelling visual assets
- Use Monday.com for project management and task tracking (knowledge of the platform is a plus)
- Collaborate in and develop assets using Google Workspace tools (Docs, Sheets, Slides, etc.)
- Communicate effectively and stay organized through Slack, ensuring timely updates and cross-team collaboration
- Collaborate with teams across marketing, go-to-market (GTM), product, client support and others to deliver creative solutions aligned with business objectives
- Combine creativity, technical expertise and teamwork to shape Addepar's digital and visual presence
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks around $9 trillion of assets serving over 1,400 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
Company benefits
- Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance: Your continued growth and development are important to us
- Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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