The Role 

You’ll help Product Operations leverage AI to change how we manage information and take action. You will improve our ability to measure our impact in accelerating the building of features, products, and solutions. This will lead to better, scaled customer experiences.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Improve how a Global Organization identifies customer problems, creates, commercializes and operates AI, Data, and Software solutions. 
• Work with stakeholders to design Initiatives and Projects that you will own. 
• Design SMART goals and associated metrics.  
• Improve Product lifecycle and Software development practices.
• Work with Financial Products
• Stocks, Bonds, Mutual Funds, Alternative Investments
• Improve how we serve our Customer Segments
• Wealth Management Firms
• Enterprises / Large Banks
• Institutional Investors

Who You Are 

While it’s helpful to know Financial Services, and more specifically Wealth Management, it isn’t required. You must be willing to learn all aspects of our business, financial products, product development, and business strategy. 

You’re a problem solver with an experimentation mindset. You’ve proven an ability to learn rapidly and you have a desire to teach others. The proof could be a Graduate Degree in a technical or research discipline, having worked as a Consultant, or having a couple of years of experience as a Data Analyst or Software Engineer, working with customers or internal stakeholders using data to understand what’s happening. The important thing isn't the job title, it’s your mindset. 

Must Haves

• Analytical and Problem solving mindset
• Comfortable interacting with stakeholders to decompose abstract problems into experiments  
• SQL expertise
• Prior Software or Data Engineering experience

Nice to Haves

• Consulting Experience
• Proficiency with Ai Tools (specifically Claude), Experience using ML/Ai techniques.
• Proficiency in Python and / or Javascript.
• Experience with Data Lake platforms Databricks (preferred), Snowflake, Amazon Redshift, BigQuery or Microsoft Fabric.
• Experience with Figma, Canva, Lucid etc, or other Design Mocking or Prototyping tools.
• Computer Science, Operations Research, Economics, Statistics, or similar engineering background
• Experience in Financial Services and especially in Wealth Management

The Role

The Design team at Addepar shapes investment professionals’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help investment professionals grow their businesses and offer outstanding services to their clients. We take an agile, high-growth approach and champion a client-centered work environment with a focus on constructive feedback and collaboration. 

We are currently seeking a highly skilled Senior Product Designer to join our Data Management team in the UK. 

The ideal candidate has a passion for systematic design, scalable information architecture, streamlined workflows, and practical problem solving. You gain a deep understanding of the needs of our personas to advise your design. You enjoy diving into the details and untangling edge cases, while connecting the dots and painting the big picture. You are adept at taking on multiple threads of workstreams at the same time, addressing short-term design needs, and delivering value to users incrementally, while making strides towards the long term vision. 

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Lead all design aspects of a project from start to finish, collaborating within cross-functional agile teams to deliver an elegant, delightful, and cohesive product experience for our users.
• Elevate Addepar’s product experience through outstanding displays of interaction design and data visualisation. 
• Use user research and data to advise design concepts and influence product prioritisation, strategies, and roadmaps.
• Contribute to the expansion, evolution, and adoption of the Addepar Product Language design system. 
• Seek out and embrace feedback from your peers and collaborators. Provide thoughtful feedback, empower, and mentor other designers on the team to do their best work.

Who You Are

• Ideally you'll have 5+ years of experience working in the field of Product Design, Interaction Design, or UX Design. 
• A portfolio showcasing proven user-centered design practices and a high degree of design craftsmanship.
• Experienced in crafting web products and UI for enterprise users. 
• Passion in distilling complex use cases and requirements into sophisticated, scalable, optimised design solutions.
• Excellent collaboration and communication skills.
• A self-starter and a teammate who enjoys working in a fast-paced, agile environment.
• Meticulous, with a keen eye for consistency.
• Experience working with Figma, our primary design tool.
• Experience in the finance industry is not required, but a huge plus.

The Role

We are currently seeking a highly skilled Staff Technical Program Manager (TPM) to join the R&D Operations (R&D Ops) team at Addepar. R&D Ops serves as an internal shared services team for coordinating, supporting, and optimizing how teams work within the R&D organization. The team’s mandate includes the following: 

• Operationalize standards for the efficient execution of Initiative management
• Streamline the process for how work gets into the R&D Planning pipeline to lay the path for OKR fulfillment
• Provide guidance and governance on best practices for teams through standards and processes
• Surface R&D data in analysis and reporting 
• Administer configuration of systems operations utilized by the R&D organization

This Staff TPM will play a critical role in leading large-scale, high-impact, cross-functional R&D initiatives within our Product and Engineering teams. You will lead all aspects of programs and coordinate the work to be executed by the project team to ensure milestones are delivered and will surface and drive resolution to issues and blockers by clarifying assumptions. You will lead with a risk-based approach to initiative management by enabling R&D teams to manage their own risks. You will provide analytical insight and foresight to help shape long-term strategy, and drive planning and prioritization for R&D teams. You will work closely with senior leadership and key stakeholders to provide transparency, manage escalations, and drive business outcomes.

Reasons to join our team:

• A team culture that values ownership, transparency, collaboration, and creativity
• Opportunity to drive the highest impact initiatives in R&D
• Define “how we program manage” at Addepar

Do you enjoy the ability to work and build your career in an exciting, fast-growing environment? If so, you’ll fit in with our open and inclusive culture that is disrupting the wealth management and financial services industry.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Drive a portfolio of high-priority R&D Initiatives, including the creation and management of detailed plans and artifacts
• Lead strategic and tactical weekly cross-functional technical delivery forums across Product, Engineering, Risk and other key stakeholders, as well as monthly Steering Committee forums (SteerCos) with senior leadership
• Develop strong partnerships with cross-functional teams to drive progress, facilitate collaboration, and remove obstacles
• Identify program risks and establish escalation process for facilitating “Return to Green” plan for initiatives that are off-track
• Flex technical expertise and emotional intelligence to align discussions to business outcomes; influence strategy and trade-off decisions to optimize impact and time-to-market
• Coordinate, design, and implement improvements to the quarterly R&D-wide Planning process
• Establish program management standards and best practices, including systems and tools
• Create a collaborative environment that values transparency, learning, efficiency, and creativity
• Standardize JIRA use and operating metrics across teams to drive consistent telemetry, while building velocity measuring tools to track initiative and OKR progress
• Manage user permissions to R&D Ops-managed systems

Who You Are

• Extensive technical program management or similar relevant experience
• Prior experience of successfully implementing and managing SaaS product development programs; experience in product management or engineering roles preferred
• Solid technical foundation with ability to understand and digest new technical concepts and technologies quickly
• Experience in practicing Agile, with the ability to adjust effectively based on current needs and team dynamics
• Strong experience with program management tools; proficiency in Jira required
• Strong influencing and negotiating skills at all levels
• Comfortable adjusting between the need to be tactical vs. strategic
• Expert in navigating through, and working with ambiguity by bringing structure to large/complex problems
• Organized and detail oriented; comfortable managing multiple initiatives and priorities in parallel

The Role

At Addepar, we’re empowering a global ecosystem of partners to build on our platform. To achieve this, we must provide developers with world-class resources that empower them to deliver their best work. 

This role isn’t a traditional writing role. Instead, you’ll sit at the intersection of writing and experimenting with the latest AI documentation tools. As our technical writer for API docs, you’ll be the primary architect for developer-facing content. Beyond that, you’ll also define how Addepar leverages AI and automation to ensure our technical content remains current, correct, and complete.

You’ll report to the Head of Design for Platform Adoption.

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 $87,000 - $109,000(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

• Take full ownership of developers.addepar.com, performing regular audits to ensure every endpoint and guide is accurate and functional.
• Create high-impact documentation for new features, consolidate redundant information, and proactively archive deprecated content to reduce technical debt.
• Rigorously test API documentation against live environments to verify accuracy, ensuring code snippets and examples work as intended.
• Evaluate and implement strategies to leverage AI and automation tools that keep content updated in real-time.
• Become the internal expert on ReadMe’s suite of AI tools. Implement best practices for automated API documentation and leverage AI-driven insights to improve the developer experience.
• Establish workflows that follow automated API documentation guidance to ensure the "completeness" of our technical library.
• Work closely with Engineers and Product Managers to translate complex technical specifications into clear, concise, and developer-friendly documentation.

Who You Are

• 5+ years of experience writing API documentation (RESTful, GraphQL, etc.).
• Comfortable reading code (Python, Java, or similar) and using developer tools like Postman, GitHub, and CLI environments.
• Deep experience with ReadMe or similar documentation platforms. Knowledge of Markdown and "docs-as-code" workflows is essential.
• A forward-thinking mindset regarding AI. You should be familiar with LLMs and how structured documentation feeds into AI-driven support and development tools.
• An obsessive eye for detail. You understand that in the world of APIs, a single missing character can break an integration.
• Ability to distill highly complex backend logic into simple, actionable guidance for external partners.
• Ability to manage varied workloads and tight timelines, communicating across multiple time zones.
• High emotional intelligence. People enjoy working with you!
• An inspiring portfolio that showcases how you approach API documentation.

The Role

We are looking for an experienced design systems leader who thrives on the challenge of scaling systems across complex products and platforms. You are a strategic thinker who identifies inconsistencies in both our interface and our internal processes, designing high-impact improvements that gain broad adoption across the organization.

In this role, you will lead the evolution of our design system while leveraging AI-driven workflows to automate distribution and maximize effectiveness. You will embed design operations into our core methodology to optimize the development lifecycle and ensure our system provides maximum strategic value. As an empathetic manager, you will align business objectives with the growth and skills of your team.

Reporting to the Head of Design for Platform Capabilities and Systems, you will act as the vital link between our most innovative teams. You will partner closely with design and cross-functional leadership to unify our product experience and elevate our technical standards.

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 $152,000 - $190,000 (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 be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario.

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.

What You’ll Do

• Develop and maintain a compelling vision and roadmap for the design system that aligns with company strategy and long-term product transformation
• Build and scale repeatable systems and rituals that optimize the end-to-end design and development lifecycle, ensuring a high degree of operational efficiency
• Partner with Engineering and Product leads to ensure the design system is deeply integrated into the development workflow, maintaining a high standard of technical feasibility and UI consistency across the entire platform
• Provide leadership on adopting the latest technologies, including AI-driven workflows and UX engineering practices, to automate system distribution and maximize effectiveness
• Lead, empower, and mentor a team of designers to do their best work, aligning business objectives with their professional development
• Act as the vital link between innovative teams to unify the product experience and elevate technical standards across Addepar’s platform
• Evolve the design systems documentation website as a single source of truth and establish goal-driven metrics to measure the impact and efficiency of the design system
• Build a strategy for incorporating global accessibility standards and UI excellence into our core methodology
• Uncover adoption roadblocks and build solutions to remove them, building the required relationships to get broad consensus across a complex organization
• Lead, empower, and mentor designers on the team to do their best work. Regularly provide constructive critique and introduce learning opportunities. Encourage growth

Who You Are

• 7+ years in Product Design or UX Design, with at least 3 years specifically in a leadership or management role
• You have a proven track record of leading design systems initiatives for enterprise or B2B SaaS organizations
• You can plan for long-term platform transformation while triaging immediate design needs across multiple workstreams
• You understand how to scale design operations and are passionate about systematic, modularized problem-solving
• You possess a solid technical understanding of user interfaces and are proficient in the latest tools; experience or interest in UX engineering and AI-assisted design is highly valued
• You have exceptional communication and partnership-building skills, with the ability to influence at all levels of an organization
• You thrive in a growth environment and are committed to cultivating a culture of design excellence and continuous learning

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!