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 craft the foundational content that ensures every new user feels immediately welcome, quickly understands our products, and gains the confidence to begin their journey toward expertise. You’ll lead complex documentation projects from strategy to execution. This includes developing content for comprehensive learning paths and advanced training courses optimized for future AI-driven experiences.
You’ll work with Product, Support, and Services teams to create and refine a library of guides, how-to articles, and more. You’ll research, author, edit, proofread, format, and publish the content following Addepar’s style 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 technical writer and editor with a keen eye for detail and a proven track record of leading successful documentation initiatives. You’re eager to join our team, roll up your sleeves, and do great work.
You’ll report to the Content Design Manager for the Help Center.
What You’ll Do
- Lead the strategy and execution for critical documentation initiatives
- Develop a deep understanding of our users, products, and challenges with learning the platform
- Create comprehensive help articles, guides, and interactive training modules
- Implement strategic improvements for content organization and information architecture, proactively identifying and championing solutions for documentation needs
- Act as a primary content liaison and strategic partner for cross-functional teams
- Facilitate and lead highly productive working sessions and content reviews
- Mentor and guide junior technical writers
- Establish and refine best practices for content development and workflows
- Spearhead audits and content optimization initiatives
- Analyze content engagement and user feedback to inform strategy
- Champion the evolution of Addepar’s self-guided learning experience
- Expertly utilize and onboard others to our design and content management tools
Who You Are
- 4+ years of technical writing experience
- An inspiring portfolio that showcases how you approach help content. Must include writing samples
- Fantastic writing (American English), editing, and proofreading skills
- Adept at leveraging AI tools and techniques to streamline content creation, enhance clarity, and deliver unparalleled user experiences
- 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].
