Full-Time

Sr. Content Designer

Confirmed live in the last 24 hours

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Data & Analytics
Fintech
Financial Services

Junior, Mid

Remote in Canada

Category
Content Strategy
Content & Writing
Copywriting
Required Skills
Figma
Zendesk
JIRA
Confluence
Requirements
  • 3+ years of owning/supporting the content strategy for a knowledge base or product area.
  • An inspiring portfolio that showcases how you think about and approach help and training experiences. Must include writing samples.
  • Experience developing and maintaining a content system or style guide.
  • High emotional intelligence. People enjoy working with you!
  • Exceptional writing, collaboration, communication, and presentation skills.
  • Familiarity with Zendesk, Confluence, and Jira.
  • Experience working with design and prototyping tools like Figma.
  • Experience in finance isn’t required, but a huge plus.
Responsibilities
  • Develop expert knowledge of our users and product challenges.
  • Balance empathy, logic, and data to make informed content decisions.
  • Develop a system of reusable content that streamlines product training and support.
  • Craft and maintain clear, easy-to-follow help articles and guides.
  • Collaborate with and influence cross–functional teams.
  • Facilitate productive meetings, working sessions, and workshops.
  • Regularly share and solicit feedback on your work.
  • Mentor your fellow content designers and participate in content reviews.
  • Improve design consistency and contribute to our content standards.
  • Learn and gain expertise in design and operational tools at Addepar.

Addepar provides investment management software designed for financial professionals, including asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software also features billing and fee management tools, offering transparency regarding costs associated with portfolio management. Unlike many competitors, Addepar focuses on providing a comprehensive view of client portfolios, which helps investment professionals optimize their clients' financial goals. The company's goal is to empower investment professionals with data-driven insights to enhance client service in a dynamic financial environment.

Company Stage

Late Stage VC

Total Funding

$625.3M

Headquarters

New York City, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

9%

1 year growth

20%

2 year growth

31%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's new trading platform enhances advisor workflows and client insights.
  • Partnerships with firms like Corient and Baker Tilly expand Addepar's client base and offerings.
  • Generative AI integration offers potential for innovative data-driven investment strategies.

What critics are saying

  • Addepar's trading platform faces competition from established trading solutions.
  • Generative AI integration may introduce risks of AI biases affecting investment decisions.
  • Reliance on partnerships for growth could be risky if expected outcomes aren't achieved.

What makes Addepar unique

  • Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.
  • The platform integrates with over 100 partners, offering a comprehensive wealth management solution.
  • Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

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Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance