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 with a focus 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 work alongside a small team of content designers, product designers, and user researchers to redesign our knowledge base and in-app experiences. You'll create a library of guides, courses, how-to articles, and more. You’ll develop templates and processes that scale.

Our ideal candidate is passionate about supporting our clients. You recognise make-or-break moments that shift perception from seamless to infuriating. You prioritise reusable, purposeful, and quality content. You know how to transform a help center into an award-winning knowledge base. You're innovative and think big. You also pay close attention to detail.

What You’ll Do

• Develop expert knowledge of our users and product challenges.
• Balance empathy, logic, and data to make informed content decisions.
• Develop a system of reusable content that streamlines product training and support.
• Craft and maintain clear, easy-to-follow help articles and guides.
• Collaborate with and influence cross–functional teams.
• Facilitate productive meetings, working sessions, and workshops.
• Regularly share and solicit feedback on your work.
• Mentor your fellow content designers and participate in content reviews.
• Improve design consistency and contribute to our content standards.
• Learn and gain expertise in design and operational tools at Addepar.

Who You Are

• 3 years of owning/supporting the content strategy for a knowledge base or product area.
• An inspiring portfolio that showcases how you think about and approach help and training experiences. Must include writing samples.
• Experience developing and maintaining a content system or style guide.
• High emotional intelligence. People enjoy working with you!
• Exceptional writing, collaboration, communication, and presentation skills.
• Familiarity with Zendesk, Confluence, and Jira.
• Experience working with design and prototyping tools like Figma.
• Experience in finance isn’t required, but a huge plus.