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Product Design Manager, Investment Management

Full-timeDesign manager$202,500-$247,500*
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Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Design Department

The Design Department at Addepar shapes wealth managers’ digital experiences. By crafting and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide outstanding services to their clients. We take an agile, high-growth mentality and cultivate a client-centered work environment with a focus on constructive feedback and collaboration.

Wealth management is undergoing a technological transformation. Financial advisors need a better way to scale their businesses while meeting their clients’ financial needs. We’re looking for highly-qualified people who enjoy simplifying complexity and challenging the status quo to meet our goal of providing the best user experience in the industry.

The Role

Addepar is looking for a Product Design Manager for our growing suite of investment management products, which provides capabilities around portfolio rebalancing, order management, scenario analysis, as well as a marketplace to view and transact on alternative investment opportunities.

What You’ll Do

  • Provide design vision and thought leadership for Addepar’s investment management products, advised by user research and data. Champion our clients.
  • Partner with product management, engineering leads, and other internal stakeholders to align on OKRs, product strategy, 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 and is well-balanced across a range of design skills.
  • 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, and/or UX Design.
  • 2+ year of experience leading and managing a team of product designers.
  • A portfolio showcasing strong user-centered design practices, product thinking, and proven visual design fundamentals.
  • Experienced in designing finance or investment products for enterprise users.
  • Exceptional collaboration, communication, and presentations skills.
  • Passion for building a happy, impactful design team.
  • Comfortable working with a variety of business partners and delivering outcomes in an agile, high-growth environment.
  • Proficient in using design and prototyping tools, such as Figma.

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.

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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

Questions & answers for this position
  • What is the type of contract for this position?
    The contract for this position is a Full-time contract
  • What's the salary range for the Product Design Manager, Investment Management position?
    The suggested salary for this position is $202,500-$247,500*
  • Is telecommuting possible for this position?
    Yes, telecommuting is possible for this position
About Addepar
Addepar is a wealth management platform specializing in data aggregation, analytics and reporting. Provide clients with a complete, meaningful financial picture and offer better advice with consolidated and unified data. Learn more about Addepar's tail...
Consulting, Credit
251-1K employees

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