Product Design Manager, Addepar
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
- 7+ years of experience working in the field of Product Design, Interaction Design, or UX Design
- 1+ year of experience leading and managing a team
- A portfolio showcasing strong user-centered design practices, design fundamentals, and product thinking
- Proven records of driving design and development team through successful product launches and continuous improvements
- Experienced in designing web experience for SaaS products and platforms for multi-faceted user base across a range of segments, from small business to large enterprise
- Passion for building a happy, impactful design team
- Passion for systematic, modularized design solutions and practical problem solving
- Ability to think big pictures and plan for long-term product and platform transformation
- Exceptional communication, presentations, collaboration, and partnership building skills
- Proficient in using Figma, our preferred design and prototyping tool
What the job involves
- We are seeking a motivated Product Design Manager for our portfolio data management and platform administration experience
- The Design team at Addepar shapes investment professionals’ digital experiences
- By designing and delivering intuitive, easy-to-use products, we help investment professionals grow their businesses and offer outstanding services to their clients
- We take an agile, high-growth approach and champion a client-centered work environment with a focus on constructive feedback and collaboration
- This player-coach role will be leading a small team of product designers and driving the design transformation of our existing best-in-class products hands-on in close collaboration with product and engineering partners
- You and your team will be tasked with 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
- You'll provide design vision and thought leadership for Addepar’s product offerings and platform, advised by user research and data. Champion our clients
- Partner with product management, engineering leads, and other internal collaborators to establish and align on objectives, strategies, solutions, processes, deliverables, and development plans. Achieve business outcomes
- Triage design needs across multiple workstreams. Set goals and communicate priorities to your team. Be accountable
- Build and manage a diverse team of product designers that consistently delivers
- Lead, empower, and mentor product designers on the team to do their best work. Regularly provide constructive critique and introduce learning opportunities. Encourage growth
- Collaborate with the design system team and design leads across Addepar's platform to ensure a cohesive end-to-end client experience that embody our brand
- Be a driver and contributor to strategic design initiatives. Work with other design leads to improve and scale existing design patterns, rituals, and tools. Cultivate a culture of design excellence
- Seek out and adopt feedback from your peers, reports, collaborators, and cross-functional leadership
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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