Addepar

Product Design Manager

Canada

Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Investment Management, SoftwareIndustries

Product Design Manager

Location Type: Hybrid Job Type: Full-time Salary: Not specified

Position Overview

Addepar is a global technology and data company dedicated to empowering investment professionals with precise and informed guidance for their clients. For over a decade, hundreds of thousands of users have relied on Addepar to facilitate smarter investment decisions and deliver superior advice. With a presence in over 50 countries, Addepar's platform manages over $7 trillion in assets, aggregating portfolio, market, and client data. Our open platform integrates with more than 100 partners, offering a comprehensive solution for diverse firms and use cases. Addepar operates with a global flexible workforce, with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Design team at Addepar is responsible for shaping the digital experiences of investment professionals. Through the creation and delivery of intuitive, user-friendly products, we enable these professionals to grow their businesses and provide exceptional client services. Our approach is agile and high-growth, fostering a client-centered environment that prioritizes constructive feedback and collaboration.

We are looking for a motivated Product Design Manager to lead our portfolio data management and platform administration experience. This player-coach role involves leading a small team of product designers and hands-on driving the design transformation of our existing best-in-class products, in close collaboration with product and engineering partners. You and your team will elevate the user experience through intuitive, scalable workflows, enterprise-grade permission features, and the adoption of our modern design system, Addepar Design Language.

Requirements

  • Experience: 7+ years of experience in Product Design, Interaction Design, or UX Design.
  • Leadership: 1+ year of experience leading and managing a team.
  • Portfolio: A strong portfolio demonstrating user-centered design practices, design fundamentals, and product thinking.
  • Product Launches: Proven track record of guiding design and development teams through successful product launches and continuous improvements.
  • SaaS Experience: Experience designing web experiences for SaaS products and platforms catering to a multifaceted user base across various segments, from small businesses to large enterprises.
  • Tools: Proficiency in Figma, our preferred design and prototyping tool.

Responsibilities

  • Design Vision: Provide design vision and thought leadership for Addepar’s product offerings and platform, informed by user research and data.
  • Collaboration: Partner with product management, engineering leads, and other internal stakeholders to establish and align on objectives, strategies, solutions, processes, deliverables, and development plans.
  • Team Management: Build and manage a diverse, high-performing team of product designers. Lead, empower, and mentor team members to achieve their best work, providing regular constructive critique and fostering learning opportunities to encourage growth.
  • Design System: Collaborate with the design system team and design leads across Addepar's platform to ensure a cohesive end-to-end client experience that embodies our brand.
  • Strategic Initiatives: Drive and contribute to strategic design initiatives. Work with other design leads to improve and scale existing design patterns, rituals, and tools, cultivating a culture of design excellence.
  • Feedback & Improvement: Actively seek and incorporate feedback from peers, direct reports, collaborators, and cross-functional leadership.

Skills

Product Design
User Research
Data Analysis
Design Systems
UX
UI
Agile
Collaboration

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.

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