Addepar

Sr. Product Designer - Platform Architecture

Canada

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Biotechnology, Financial Services, DataIndustries

Senior Product Designer (Information Architecture & SaaS Platform)

Salary: (Not specified) Location Type: (Not specified) Employment Type: (Not specified)

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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

The UX & 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 seeking a highly skilled and passionate Senior Product Designer with expertise in information architecture and SaaS platform to join our team. This is a unique opportunity to go beyond traditional product design and contribute to the underlying frameworks that empowers our entire ecosystem. You will define our strategic blueprint for how information and workflows are presented and accessed by users. You will focus on defining the information architecture, establishing and maintaining a comprehensive library of platform-level design patterns, and ensuring the scalability and coherence of our platform that seamlessly integrates Addepar’s interconnected suite of products and 3rd-party offerings.

What You’ll Do

  • Envision and drive the evolution of our platform information architecture that streamlines workflows, enhances usability, enables discovery across Addepar’s product suite, and be flexible and adaptable to future growth.
  • Craft shared components, design patterns, standards, and guidelines that allow both first and third-parties to extend directly into our platform, unlocking new ways of working on Addepar while ensuring consistency and efficiency across the platform.
  • Champion user-centered design practices and make data-driven design decisions with both qualitative and quantitative insights. Partner closely with the user research team to define user mental models and jobs-to-be-done to shape the foundation of your design recommendations.
  • Develop a deep understanding of the underlying technical architecture of our software platform and the implications of design decisions on platform performance, maintainability, and extensibility.
  • Collaborate with product managers, UX researchers, other designers to ensure designs are aligned with business goals and user needs.
  • Communicate design effectively to facilitate iterations and incremental enhancement delivery across many teams with design deliverables, such as diagrams, site maps, wireframes, prototypes, design specifications, presentation, etc.
  • Promote your vision and plan across the R&D organisation, working with senior leadership to build alignment across disparate teams, each maintaining separate priorities and goals, to deliver an integrated platform experience.
  • 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.
  • Stay current with industry trends, best practices, and emerging technologies, applying this knowledge to foster innovation within the team.

Who You Are

  • 10+ years of experience working in the field of Product Design, Information Architecture, UX Architect, Interaction Design, or similar role.
  • A portfolio showcasing strong us (Portfolio details incomplete)

Skills

Product Design
Information Architecture
SaaS Platform
UX Design
Design Systems
Platform Architecture
Agile

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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