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 $8 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, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.

The Role

We’re looking for a Senior Product Designer II to join our Workflow Orchestration initiative. Your mission is to help evolve Addepar from a set of bespoke solutions into the operating system for modern wealth management.

You will design the central hub where work gets done. This framework isn't just for our internal teams; it is the foundation that allows our clients, developers, and partners to build and orchestrate their own unique ways of working. You will be at the forefront of defining how human experts and AI agents collaborate to solve complex problems.

You’ll report to the Head of UX, Platform Capabilities and Systems.

What You’ll Do

Architect the orchestration for human-agent collaboration. You will enable both agentic and non-agentic processes by designing the interfaces that allow humans and AI to co-work, ensuring transparency and trust in every automated decision.
Empower others to build on our foundation. You will create platform-first experiences and developer-centric patterns that allow clients and partners to seamlessly integrate their own logic, tools, and custom workflows.
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 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 evolution of the Addepar Product Language (APL). You will ensure our design system supports modularity, allowing components to be reused as building blocks across diverse platform solutions.
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

You bring at least 7 years of experience in the field of Product Design, Interaction Design, or UX Design, preferably in a senior or lead capacity
Platform-first expertise, translating customer solutions into abstract, modular implementations that can be leveraged across the organization.
Lead the design of reusable frameworks and services, ensuring all platform contributions are designed with a focus on composability and long-term extensibility.
You have 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
Your portfolio showcases solid user-centered design practice and a high degree of design craftsmanship
You have a passion for distilling complex use cases and requirements into sophisticated, scalable, and optimized design solutions, particularly involving complex data
You possess excellent collaboration and communication skills, making you an effective partner across functions
You are a self-starter and a dedicated teammate who excels in fast-paced, agile environments
You are meticulous, with a keen eye for consistency and a commitment to high-quality deliverables
You are an expert user of Figma, our primary design 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].

Sr. Product Designer II - Workflow Platform

AI overview

The Role