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Allocate

Lead Product Designer

Allocate

Lead Product Designer at Allocate focusing on improving private market investing experiences. Collaborate with PMs and engineers while mentoring junior designers in a complex financial landscape.

Posted 7/27/2026full-timeRemote • California, New York • 🇺🇸 United StatesSenior💰 $175,000 - $215,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading end-to-end product design initiatives, including research, UX, UI, and prototyping, while effectively collaborating with cross-functional teams. Possesses strong systems thinking and a deep understanding of private markets to inform design decisions and improve usability.

Highest-signal resume keywords
Product Design LeadershipInteractive Prototyping in FigmaDesign Systems and Component LibrariesMentoring Junior DesignersCollaboration with PMs and Engineers

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
UX DesignUI DesignPrototypingSystems ThinkingDesign ResearchUser ExperienceUsability ImprovementEvidence-Led DesignComponent LibrariesFinancial Knowledge
Soft Skills
Strong CommunicationCollaborationCuriosityFlexibilityMentoring
Tools & Technologies
FigmaMagic PatternsClaudeCursorAI-Assisted Tools
Industry Keywords
FintechPrivate MarketsPortfolio ReportingDeal FlowFund Structures

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

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