Senior Content Designer, Addepar
Addepar is a software and data platform for even the most complex investment portfolios.
Open for applications
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Open for applications
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- Our ideal candidate is passionate about supporting our clients
- You recognize make-or-break moments that shift perception from seamless to infuriating
- You prioritize reusable, purposeful, and quality content
- You know how to transform a help center into an award-winning knowledge base
- You're innovative and think big
- You also pay close attention to detail
- 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
What the job involves
- In this role, you'll shape the future of help and training at Addepar, reimagining how clients and employees learn about our products and services
- You'll work alongside a small team of content designers, product designers, and user researchers to redesign our knowledge base and in-app experiences
- You'll create a library of guides, courses, how-to articles, and more
- You’ll develop templates and processes that scale
- 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
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 more than $4 trillion of assets with circa 800 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 and appointing new leadership members from the likes of Oracle and Amazon Web Services. Addepar is certainly gaining momentum as it expands operations and further innovates its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 7 rounds)
Nov 2021
$130m
LATE VC
Jun 2021
$150m
SERIES F
Total funding: $642.8m
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
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset
Company HQ
Old Mountain View, Mountain View, CA
Articles
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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