Addepar

Lead Product Designer

Bengaluru, Karnataka, India

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Data & AnalyticsIndustries

Lead Product Designer - Trading

Position Overview

Addepar is seeking an experienced Lead Product Designer to be a key driver in designing highly-intuitive user experiences for our Trading product. The ideal candidate is passionate about systematic design, scalable, streamlined workflows, and practical problem-solving. You enjoy diving into the details and untangling edge cases, all while understanding client wants and needs. As our first design team member based in India, you will report to our VP of Design, partnering with local teams to develop exceptional client experiences and streamline communication with teams in the U.K. and North America. This role requires a pragmatic approach, understanding when to be strategic and when to execute with agility in the context of building an early-stage product within a mature platform.

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Design team at Addepar shapes the digital experiences of wealth managers, empowering them to grow their businesses and deliver best-in-class services to their clients through intuitive and easy-to-use products. Embracing an agile and high-growth mindset, we foster a client-centered work environment built on constructive feedback and strong collaboration.

Responsibilities

  • Lead Project Execution: Lead the execution of projects from design through to final delivery, working closely within cross-functional agile teams to create elegant, intuitive, and cohesive product experiences for our users.
  • Strategic Contribution: Contribute strategically to product development, ensuring we are building the right solutions for our clients, in alignment with our product roadmap.
  • Platform Evolution: Actively contribute to the evolution of our platform, ensuring that core trading workflows and user needs are seamlessly integrated and emphasized holistically.
  • Cross-functional Partnership: Partner closely with product management and engineering, advocating for user-centered design principles and implementation decisions.
  • Manage Workstreams: Manage multiple threads of workstreams simultaneously, addressing short-term design needs, and delivering value to users incrementally while making strides toward the long-term vision.
  • Elevate Product Experience: Elevate Addepar’s product experience through exceptional interaction design, intuitive workflows, and effective data visualization, particularly for complex financial data.
  • Data-Informed Design: Apply user research findings and product metrics to inform design decisions, influence product prioritization, strategies, and roadmaps, ensuring data-driven decision-making.
  • Design Feasibility: Collaborate effectively with engineering teams to ensure design feasibility and high-quality implementation.
  • Design System Contribution: Contribute to the expansion, evolution, and adoption of the Addepar Product Language design system, ensuring consistency and scalability across our products.
  • Local Design Leadership: Serve as our local design leader in India, building a culture of design thinking and user centricity, and partnering with design leadership peers in the U.K. and North America.
  • Team Expansion: Participate and lead local recruiting, hiring, and onboarding efforts as we look to expand our design team in India.
  • Feedback & Mentorship: Actively seek out and embrace feedback from peers and cross-functional partners. Provide constructive feedback, empower, and mentor other designers to foster growth and design excellence within the team.

Requirements

  • Experience: Minimum 10+ years of relevant professional work experience.

Application Instructions

  • [Details on how to apply would typically be included here]

Company Information

  • Salary: [Not specified]
  • Location Type: [Not specified]
  • Employment Type: [Not specified]

Skills

User Experience Design
Systematic Design
Workflow Optimization
Client Needs Analysis
Edge Case Handling
Agile Methodology
Collaboration
Problem-Solving

Addepar

Investment management software for financial professionals

About Addepar

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Mountain View, CaliforniaHeadquarters
2009Year Founded
$625.3MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

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

Risks

Addepar's trading platform faces competition from established trading solutions.
Generative AI integration may introduce risks of AI biases affecting investment decisions.
Reliance on partnerships could pose risks if expected growth is not achieved.

Differentiation

Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.
The platform integrates with over 100 partners, offering a comprehensive wealth management solution.
Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

Upsides

Addepar's new trading platform enhances advisor workflows and client insights.
Partnerships with firms like Corient expand Addepar's client base and market reach.
Generative AI integration offers innovative solutions for managing tech disruption risks.

Land your dream remote job 3x faster with AI