Job Description
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Role
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. 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.
You’ll report to the Content Manager for Addepar Learn.
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 Canada.
The current range for this role is $74,000 - $93,000 (base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. Applicants must be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario.
What You’ll Do
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.
Who You Are
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!
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.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.