Addepar

Sr. Product Designer - Portfolio Data Experience

United Kingdom

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

Senior Product Designer

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 Role

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 portfolio data experience. The ideal candidate has a passion for systematic design, scalable information architecture, streamlined workflows, and practical problem solving. You gain a deep understanding of the needs of both the clients and internal users to advise your design. 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.

What You’ll Do

  • 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 visualisation.
  • Use user research and data to advise design concepts and influence product prioritisation, 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.

Who You Are

  • 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, optimised 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.

Our Values

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting...

Skills

Product Design
User Experience (UX)
Information Architecture
Workflow Design
Problem Solving
Client-Centered Design
Agile Methodologies
Cross-functional 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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