Sr. Product Designer - Investment Analytics at Addepar

New York, New York, United States

Apply Now

$138,000 – $215,000Compensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Investment Management, Wealth TechnologyIndustries

Requirements

At least 7 years of experience in Product Design, Interaction Design, or UX Design, preferably in a senior or lead capacity
Domain expert with direct, demonstrable experience in the Investment Management space (e.g., asset management, wealth management, institutional finance) or similar complex financial sectors
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
Portfolio showcasing solid user-centered design practice and a high degree of design craftsmanship
Passion for distilling complex use cases and requirements into sophisticated, scalable, and optimized design solutions, particularly involving complex data
Excellent collaboration and communication skills, making you an effective partner across functions
Self-starter and dedicated team member

Responsibilities

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 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 expansion, evolution, and adoption of the Addepar Product Language design system
Work with Investment Researchers, Product Managers, fellow Designers, UX Researchers, and Engineers to build best-in-class solutions that solve customers' problems
Seek out and embrace feedback from peers and collaborators; provide thoughtful feedback, empower, and mentor other designers on the team

Skills

Product Design

Financial Data Visualization

UX Design

Finance

Asset Management

Wealth Technology

Investment Analytics

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

Try Jobo Free