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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 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 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 and Pune.

The Role

The Design team at Addepar shapes investment professionals’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help investment professionals grow their businesses and offer outstanding services to their clients. We take an agile, high-growth approach and champion a client-centered work environment with a focus on constructive feedback and collaboration.

We are looking for a Product Design Manager for our client reporting and billing offerings. With our products today, wealth managers can design and deliver fully customized, branded reports, tailor fee structures based on the portfolios, and streamline client engagement operations. This enables wealth managers to provide superior, personalized financial advice to their end-clients with even the most sophisticated portfolios and build long-lasting, trusted relationships.

This role will be leading a team of product designers, driving the design transformation of our existing best-in-class products hands-on in close collaboration with product and engineering partners, and taking the user experience to the next level with intuitive and scalable workflows, enterprise-grade permission features, and adoption of our modern design system, Addepar Design Language.

What You’ll Do

Provide design vision and thought leadership for Addepar’s reporting and billing products, advised by user research and data. Champion our clients.
Partner with product management, engineering leads, and other internal collaborators to align on objectives, product strategies, solutions, development processes, and design deliverables. Achieve business outcomes.
Triage design needs across multiple workstreams. Set and communicate priorities to your team. Be accountable.
Build and manage a diverse team of product designers that consistently delivers.
Lead, empower, and mentor product designers on the team to do their best work. Regularly provide constructive critique and introduce learning opportunities. Encourage growth.
Collaborate with the design system team and design leads across Addepar's platform to ensure a cohesive end-to-end client experience that embody our brand.
Be a driver and contributor to strategic design initiatives. Work with other design leads to improve and scale existing design patterns, rituals, and tools. Cultivate a culture of design excellence.
Seek out and adopt feedback from your peers, reports, collaborators, and cross-functional leadership.

Who You Are

7+ years of experience working in the field of Product Design, Interaction Design, or UX Design.
1+ year of experience leading and managing a team.
A portfolio showcasing strong user-centered design practices, product thinking, and design fundamentals.
Proven records of driving design and development team through successful product launches and continuous improvements.
Experienced in designing web SaaS products for multi-faceted user base across a variety of segments, from small business to large enterprise.
Passion for building a happy, impactful design team.
Passion for systematic, modularized design solutions and practical problem solving.
Ability to think big pictures and plan for long-term product transformation.
Exceptional communication, presentations, collaboration, and partnership building skills.
Proficient in using Figma, our preferred design and prototyping tool.

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 a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].

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