Note: The job is a remote job and is open to candidates in USA. Allocate is rebuilding private market investing for RIAs and family offices. They are seeking a Lead Product Designer to lead design initiatives, coordinate across teams, and mentor junior designers while shaping the user experience for complex financial platforms.
Responsibilities
- 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
Skills
- 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
- Performance-based bonus
- Equity
- Comprehensive benefits
- Medical
- Dental
- Vision
- Responsible time off (RTO)
- 401(k)
Company Overview