Senior Product Designer, Addepar
Workflow Platform
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
- You bring at least 7 years of experience in the field of Product Design, Interaction Design, or UX Design, preferably in a senior or lead capacity
- Platform-first expertise, translating customer solutions into abstract, modular implementations that can be leveraged across the organization
- Lead the design of reusable frameworks and services, ensuring all platform contributions are designed with a focus on composability and long-term extensibility
- You have proven experience working on B2B SaaS or enterprise products, with a deep understanding of crafting sophisticated web products and user interfaces (UI) for enterprise users
- Your portfolio showcases solid user-centered design practice and a high degree of design craftsmanship
- You have a passion for distilling complex use cases and requirements into sophisticated, scalable, and optimized design solutions, particularly involving complex data
- You possess excellent collaboration and communication skills, making you an effective partner across functions
- You are a self-starter and a dedicated teammate who excels in fast-paced, agile environments
- You are meticulous, with a keen eye for consistency and a commitment to high-quality deliverables
- You are an expert user of Figma, our primary design tool
- 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
What the job involves
- We’re looking for a Senior Product Designer II to join our Workflow Orchestration initiative
- Your mission is to help evolve Addepar from a set of bespoke solutions into the operating system for modern wealth management
- You will design the central hub where work gets done
- This framework isn't just for our internal teams; it is the foundation that allows our clients, developers, and partners to build and orchestrate their own unique ways of working
- You will be at the forefront of defining how human experts and AI agents collaborate to solve complex problems
- You’ll report to the Head of UX, Platform Capabilities and Systems
- Architect the orchestration for human-agent collaboration. You will enable both agentic and non-agentic processes by designing the interfaces that allow humans and AI to co-work, ensuring transparency and trust in every automated decision
- Empower others to build on our foundation
- You will create platform-first experiences and developer-centric patterns that allow clients and partners to seamlessly integrate their own logic, tools, and custom workflows
- 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 visualization
- Lead through ambiguity and 0-1 thinking, charting a clear course to take new, complex ideas from initial concept to successful execution
- Leverage user research and data to inform design concepts and influence product prioritization, strategies, and roadmaps
- Contribute to the evolution of the Addepar Product Language (APL). You will ensure our design system supports modularity, allowing components to be reused as building blocks across diverse platform solutions
- 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
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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