Lead Product Designer

🔥 1 hour ago

🏄 California, New York – Remote

🏄 California – Remote 🗽 New York – Remote

💵 $175k - $215k / year

⏰ Full Time

🟠 Senior

🎨 Product Designer (UI/UX)

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Allocate

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

☁️ SaaS

💳 Fintech

🤝 B2B

🔥 Funding within the last year

💰 $30.5M Series B - Allocate on 2025-09

SaaS • Fintech • B2B

Allocate is an enterprise software platform that provides intelligent infrastructure for private markets investing, primarily serving wealth advisory firms (RIAs) and asset managers. The platform enables curated private markets access, white‑labeled fund and SPV vehicle creation, aggregated SPVs to accept sub‑minimum commitments, and AI‑powered portfolio data aggregation, document extraction, and workflow tools for lifecycle reporting and operations. Allocate emphasizes integration with existing reporting systems, SOC 2 Type II security controls, and supports firms across a wide AUM range; as of 07/22/2026 it reports $5B+ assets on platform, 375+ wealth advisory firm clients, and 1,500+ private asset manager relationships.

📋 Description

• Lead design for initiatives end to end — research, UX, UI, prototyping, and handoff. • Build interactive prototypes in Figma, Magic Patterns, or with Claude/Cursor when code is the fastest path — validating ideas, aligning stakeholders, and pressure-testing flows before engineering invests heavily. • Coordinate design across squads: run design syncs, manage dependencies, keep projects moving. • Collaborate closely with PMs, engineers, and stakeholders to define problems, shape solutions, and deliver high-quality work. • Develop real working knowledge of private markets and client workflows so decisions are grounded in understanding, not assumptions. • Use AI-assisted tools thoughtfully for research synthesis, exploration, and prototyping — so you spend more time on the parts that require judgment, taste, and craft. • Identify user- and system-level opportunities to improve usability, performance, and consistency. • Improve how the team works: design systems, tooling, and process. • Mentor designers (IC2 and below) through feedback, reviews, and 1:1 coaching. • Support recruiting and begin operating as a hiring manager for junior design roles. • Communicate design decisions clearly, framing the work in terms of user value and business outcomes.

🎯 Requirements

• 5+ years in product design with increasing responsibility over time. • You've led projects and/or squads through full design cycles, discovery to delivery. • Genuinely curious about complex financial topics — excited to learn fund structures, deal flow, portfolio reporting, and how money actually moves, even if you're not an expert yet. • Comfortable building interactive prototypes (ideally Figma and Magic Patterns) and willing to use Claude and Cursor for code-backed prototypes when that's fastest. Not an engineer, but you stay unblocked by code more often than not. • Pragmatic and experiment-friendly: multiple options, early validation, evidence-led. • Strong systems thinking and a track record of scalable, maintainable interfaces. • Strong collaboration with engineers, PMs, and stakeholders — clarity and flexibility both. • Experience with design systems and component libraries. • Strong communication and storytelling, 1:1 and in front of larger groups. • Experience mentoring or managing junior designers, even informally. • Familiarity with fintech or private markets is a strong plus.

🏖️ Benefits

• Medical • Dental • Vision • Responsible time off (RTO) • 401(k)