Senior Product Designer, Addepar
Platform Architecture
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- 10+ years of experience working in the field of Product Design, Information Architecture, UX Architect, Interaction Design, or similar role
- A portfolio showcasing strong user-centered design practices, information architecture design for large-scale systems with multiple interconnected products or services, deep technical understanding, and a high degree of design craftsmanship
- Experience in building SaaS platform and web UI for enterprise users
- Experience in creating and maintaining design systems and pattern libraries, ideally at a platform level
- Strong system thinking, strategic planning, and problem-solving skills
- Passion in distilling complex use cases and requirements into intuitive, scalable, and extensible design solutions
- Exceptional written and verbal communication skills, with expertise in painting design vision and articulating design rationales to leadership stakeholders
- Detail-oriented, with a keen eye for patterns and consistency
- A self-starter and a teammate who enjoys working in a fast-paced, agile environment
- Proficient in Figma and other design and prototyping tools
- Experience in the finance industry is not required, but a huge plus
What the job involves
- The UX & 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 seeking a highly skilled and passionate Senior Product Designer with expertise in information architecture and SaaS platform to join our team
- This is a unique opportunity to go beyond traditional product design and contribute to the underlying frameworks that empowers our entire ecosystem
- You will define our strategic blueprint for how information and workflows are presented and accessed by users
- You will focus on defining the information architecture, establishing and maintaining a comprehensive library of platform-level design patterns, and ensuring the scalability and coherence of our platform that seamlessly integrates Addepar’s interconnected suite of products and 3rd-party offerings
- Envision and drive the evolution of our platform information architecture that streamlines workflows, enhances usability, enables discovery across Addepar’s product suite, and be flexible and adaptable to future growth
- Craft shared components, design patterns, standards, and guidelines that allow both first and third-parties to extend directly into our platform, unlocking new ways of working on Addepar while ensuring consistency and efficiency across the platform
- Champion user-centered design practices and make data-driven design decisions with both qualitative and quantitative insights. Partner closely with the user research team to define user mental models and jobs-to-be-done to shape the foundation of your design recommendations
- Develop a deep understanding of the underlying technical architecture of our software platform and the implications of design decisions on platform performance, maintainability, and extensibility
- Collaborate with product managers, UX researchers, other designers to ensure designs are aligned with business goals and user needs
- Communicate design effectively to facilitate iterations and incremental enhancement delivery across many teams with design deliverables, such as diagrams, site maps, wireframes, prototypes, design specifications, presentation, etc
- Promote your vision and plan across the R&D organisation, working with senior leadership to build alignment across disparate teams, each maintaining separate priorities and goals, to deliver an integrated platform experience
- 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
- Stay current with industry trends, best practices, and emerging technologies, applying this knowledge to foster innovation within the team
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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