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The Design team at Addepar shapes wealth managers’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide best-in-class services to their clients. We take an agile, high-growth mindset and foster 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.

As our fifth writer, you’ll own content experiences for two key personas: the advisor associate and operations specialist. These users are the go-to “Addepar experts” at their firm, often responsible for setting up and maintaining the Addepar system. They’re organized and pragmatic, with a keen eye for efficiency, accuracy, and data security/compliance. 

Our ideal candidate is skilled at distilling complex ideas, passionate about building smooth and efficient workflows, and thinks holistically about delivering the right content at the right time. You’ll make learning our product easy and compelling.

Responsibilities

  • Write and edit exceptional UI copy for product tours and interactions, as well as supplemental help documentation. 
  • Develop principles, guidelines, and best practices for product language and tone.
  • Articulate and document your content strategy and rationale. Manage your time and set clear expectations.
  • Collaborate with and influence product management, design, and engineering teams, as well as client-facing services teams. Adapt to feedback.
  • Educate partners on the role of content strategy throughout the product development process. Evangelize Addepar’s voice and tone.
  • Mentor your fellow writers and contribute to regular content reviews.
  • Use data and research to evaluate and improve content.
  • Stay current on industry best practices that help differentiate our product and engage our users.

Requirements

  • A portfolio that showcases how you simplified and enhanced desktop experiences for real people. We’re especially interested in product tours, interactions, and style guides.
  • Deep understanding of best practices for in-app content across platforms and experience developing and implementing content standards.
  • Familiarity with and appreciation for user research and how to extract data-driven insights.
  • Detail-oriented, with a keen eye for consistency.
  • Excellent communication and storytelling skills.
  • Experience in the finance industry is not required but a huge plus.

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making a significant impact to the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.

At Addepar, we rely on a range of backgrounds, experiences, and ideas. We value diversity, and we’re proud to be an inclusive, equal opportunity workplace.

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Addepar
Visit website Mountain View, CA
Addepar is a leading provider of technology for the wealth management industry.
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