Senior Product Designer, Addepar
Data Management
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
- The ideal candidate has a passion for systematic design, scalable information architecture, streamlined workflows, and practical problem solving
- You enjoy diving into the details and untangling edge cases, while connecting the dots and painting the big picture
- You are adept at taking on multiple threads of workstreams at the same time, addressing short-term design needs, and delivering value to users incrementally, while making strides towards the long term vision
- Several years of experience working in the field of Product Design, Interaction Design, or UX Design
- A portfolio showcasing solid user-centered design practice and a high degree of design craftsmanship
- Experienced in crafting web products and UI for enterprise users
- Passion in distilling complex use cases and requirements into sophisticated, scalable, optimized design solutions
- Excellent collaboration and communication skills
- A self-starter and a teammate who enjoys working in a fast-paced, agile environment
- Meticulous, with a keen eye for consistency
- Experience working with Figma, our primary design tool
- Experience in the finance industry is not required, but a huge plus
What the job involves
- The 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 currently seeking a Senior Product Designer to join our team in building intuitive, performant, best-in-class user experiences for our data management products and operations tooling
- You gain a deep understanding of the needs of both the clients and internal users to advise your design
- 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
- Use user research and data to advise design concepts and influence product prioritization, strategies, and roadmaps
- Contribute to the expansion, evolution, and adoption of the Addepar Product Language design system
- 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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