Sr. Content Designer II – Analysis & Reporting

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role
We’re looking for a motivated, collaborative, and creative individual to own content design projects and deliver exceptional results.

In this role, you’ll lead strategic content initiatives that make our products easier to learn. You’ll craft intuitive and innovative information-first workflows that our clients love. You’ll evolve and unify content hierarchy, terminology, and voice and tone across products. You’ll use data, insights, and user feedback to tell a better story about what we’re building and why.

Our ideal candidate has a strong growth mindset, manages their time especially well, and uses data to make the best decisions. Most important, you’re an outstanding communicator that can influence cross-functional partners and secure buy-in for your vision.

This is not a content marketing, advertising, or copywriting role.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $115,000 – $180,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What You’ll Do

• Deliver clear, comprehensive, and data-informed content strategies that align with business goals and elevate the content design practice at Addepar.
• Activate your content strategy through engaging experiences that span the user journey, from onboarding to troubleshooting.
• Craft concise, user-centered content that explains financial concepts and functionalities in a way that’s easy to understand, for experts and non-experts alike.
• Balance data, logic, and compassion to make informed content decisions.
• Collaborate with senior cross-functional partners to scope, rank, and complete your work. Regularly share updates and iterate as needed.
• Develop and maintain a deep understanding of Addepar’s target personas. Stay current on industry standards and emerging content design trends.
• Contribute to our design system. Define and champion design metrics and processes that scale.
• Provide regular editorial review of launch and training materials.
• Mentor and coach junior designers. Encourage continuous growth and learning.

Who You Are

• 6+ years in content design, ideally in Fintech.
• Strong understanding of content strategy, information architecture, and user experience (UX) principles. Experience with—and a point of view on—scaling content.
• Skilled at conducting comprehensive content research. For example: user journey and ecosystem mapping, content audits, and competitor research.
• Excellent communication and presentation skills with a keen eye for detail. Able to translate user needs into engaging narratives.
• Able to collaborate, influence, and drive decision-making with cross-functional teams. People enjoy working with you!
• Highly adaptable to change. Can navigate diverse working styles and team dynamics, and shift priorities as needed.
• Can balance short-term tactical work with long-term strategic goals. Also able to balance the constraints of legacy designs with transformational updates and enhancements.
• Proficient in Figma and Jira. Leverages AI to design more efficiently.
• Experience designing for mobile is a plus.

Our 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.