Copywriter, Addepar
CA$74-93k
+Bonus and equity
More information about location
Investment portfolio management platform
Open for applications
Investment portfolio management platform
1001+ employees
Open for applications
CA$74-93k
+Bonus and equity
More information about location
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- Our ideal candidate is a talented writer and strategic thinker who is eager to roll up their sleeves, bring fresh ideas to the table, and deliver their best work
- 2-3 years of experience writing for a B2B/B2C company or creative agency
- Inspiring portfolio that showcases your strategic approach to creating engaging content. Extra emphasis on samples of short, succinct copy that ladders up to a larger narrative
- Fantastic writing (American English), editing, and proofreading skills with an understanding of editorial style guides and design systems
- A performance mindset: you understand how copy supports engagement and adoption, and you strive for continual, iterative improvement
- Proficient with (or eager to learn) Figma, Zendesk, Confluence, Jira, Google Analytics, and in-app messaging tools like Appcues
- Adept at leveraging AI to optimize workflows, always looking for fresh ways to evolve brand standards
- Exceptional attention to detail and ability to manage varied workloads and tight timelines across multiple time zones
- You thrive in fast-moving, collaborative environments and enjoy building together as a team
- High emotional intelligence. People enjoy working with you!
- Applicants must have legal authorization to work in the country where this role is based on the first day of employment
What the job involves
- Addepar Design 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 foster an agile, client-centered work environment focusing on constructive feedback and collaboration
- We’re passionate about delivering innovative, accessible, and premium products that redefine our clients’ day-to-day financial activities
- In this role, you'll shape the future of release communications at Addepar, reimagining how clients learn about new products and solutions
- You’ll play a pivotal role in crafting language that ensures every client understands not only what’s new but why it matters to their success
- As a primary contributor to Addepar Learn—our personalized training and support program—you’ll write, edit, and manage content that bridges the gap between complex platform updates and seamless user adoption
- You’ll be a strategic partner to Product, Design, Marketing, and Services teams, becoming an expert on our roadmap to ensure we deliver the right message at the right time
- You’ll report to the Content Manager for Addepar Learn
- Craft clear, concise, and on-brand copy for various delivery channels, translating complex technical ideas into simple prose
- Develop and innovate on the language used to share product updates, ensuring a consistent and engaging voice across touchpoints
- Partner with cross-functional partners to clearly convey big-picture concepts in one or two sentences
- Independently develop and publish release notes to keep deliverables on schedule for regular sprint cycles
- Regularly update our platform roadmap messaging to align with our company vision and strategic plans
- Track and report on engagement metrics and user feedback to identify opportunities and strengthen how we write
- Leverage Gemini, Hemingway, and other AI and editing tools to streamline and scale content development
- Maintain, evolve, and apply Addepar’s content standards, ensuring all deliverables are polished and professional
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks around $9 trillion of assets serving over 1,400 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
Company 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
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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