Senior User Experience Researcher, Addepar
$119-186k
+Bonus & Equity
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
$119-186k
+Bonus & Equity
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- Are you an experienced UX Researcher with a deep passion for wealth management and a keen eye for innovation? If so, we invite you to join Addepar, a rapidly growing FinTech firm specializing in innovative wealth management solutions
- 5+ years of experience in UX research, preferably within the Fintech or wealth management industry
- Expertise in various research methods, including usability testing, interviews, surveys, and contextual inquiry
- Ability to choose and apply appropriate methods to effectively gather user insights and proficiency in analyzing data to derive significant insights to drive decision-making and product improvements
- Excellent communication and presentation skills, with the ability to influence and drive decision-making
- A proactive and collaborative approach to problem-solving, with a strong focus on applying user-centered design principles and partnering cross-functionally
- Demonstrates high adaptability to shift priorities along with strong prioritization skills to balance short-term tactical work with long-term strategic goals
- Education in Human-Computer Interaction, Psychology, Human Factors, or a related field
What the job involves
- As a Senior UX Researcher, you will play a pivotal role in understanding our users' needs, challenges, and expectations, ensuring our products deliver the best possible experience, and driving outstanding business outcomes
- Collaborating closely with cross-functional teams, including product managers and designers, you will be responsible for driving user research and using these research insights to guide product decisions
- Lead and manage end-to-end UX research projects, responsible for planning, execution, analysis, and reporting of qualitative and quantitative data
- Collaborate with cross-functional partners to define research questions, develop comprehensive research plans, and prioritize research initiatives that align with business objectives
- Transform research insights into actionable recommendations that shape product strategy and guide design decisions with a user-centric approach
- Develop and maintain a deep understanding of our user base, staying abreast of industry trends and analyzing competitors' offerings to drive continuous product innovation
- Present research findings and strategic recommendations to effectively communicate the value of UX and encourage alignment on priorities and objectives
- As a mentor and guide, encourage continuous learning and growth for junior team members in the UX research and broader design team
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.
Share this job
View 53 more jobs at Addepar