Job description
Who We Are
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 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
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 help and training at Addepar, reimagining how clients and employees learn about our products and services. You’ll play a pivotal role in creating a seamless onboarding experience where every new user feels immediately welcome, quickly finds their footing, and rapidly grows into a confident expert. You’ll define and drive the instructional strategy for complex learning projects. This includes designing course architecture, introducing a certification program, and maximizing content reusability across our learning ecosystem.
You’ll work with Product, Support, and Services teams to create and refine curriculum scope, learning objectives, and delivery modes. You’ll research, design, and evaluate learning content using the most efficient and effective instructional design methodologies. Along the way, following Addepar’s pedagogical and brand guidelines.
Our Help Center is in an exciting growth stage, undergoing a redesign and scaling up to support Addepar’s multi-product platform. Our ideal candidate is a highly experienced instructional designer with a keen eye for detail and a deep understanding of adult learning principles. You are a proactive problem-solver and thought partner, eager to join our team and roll up your sleeves to do great work.
You’ll report to the Content Design Manager for the Help Center.
What You’ll Do
- Define the instructional strategy and design comprehensive learning paths, courses, and interactive training modules
- Develop a deep understanding of user learning needs, product complexities, and onboarding challenges
- Proactively identify and champion innovative solutions for best-in-class learning experiences
- Act as the primary instructional design liaison and strategic partner for cross-functional teams
- Facilitate and lead highly productive working sessions and content reviews
- Mentor and guide technical writers and content creators on instructional design concepts, considerations, best practices, and trends
- Establish and refine guidelines for instructional design and related workflows
- Spearhead audits and optimization initiatives for learning content to ensure tight processes
- Analyze user engagement and feedback to inform instructional strategy
- Strategize and implement improvements for learning content organization and curriculum architecture to optimize learner pathways and knowledge retention
- Champion the evolution of Addepar’s self-guided learning experience
Who You Are
- 4+ years of instructional design experience
- An inspiring portfolio that showcases your strategic approach to designing engaging and effective learning experiences. Must include samples of course design, learning modules, and interactive content
- Fantastic writing (American English), editing, and proofreading skills
- Adept at leveraging AI tools and techniques to optimize content creation, improve learning effectiveness, and deliver unparalleled user experiences
- Deep understanding and practical application of adult learning theories, instructional design models, and assessment methodologies
- Proficiency with e-learning authoring tools, Learning Management Systems (LMSs), and content management systems
- Proficient using design systems and editorial style guides
- Familiar with Figma, Zendesk, Confluence, and Jira
- Experience working with or in a customer support organization is a huge plus
- Able to work independently, communicating across multiple time zones
- 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 [email protected].
