United States onlyWho 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 trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The Role
Are you an experienced UX Researcher with a deep passion for wealth management and a keen eye for innovation? If so, we invite you to join Addepar, a rapidly growing FinTech firm specializing in innovative wealth management solutions.
As a Senior UX Researcher, you will play a pivotal role in understanding our users' needs, challenges, and expectations, ensuring our products deliver the best possible experience, and driving outstanding business outcomes. Collaborating closely with cross-functional teams, including product managers and designers, you will be responsible for driving user research and using these research insights to guide product decisions.
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 Colorado, California, and New York.
The current range for this role is $119,000 - $186,000 (base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What You’ll Do
- Lead and manage end-to-end UX research projects, responsible for planning, execution, analysis, and reporting of qualitative and quantitative data.
- Collaborate with cross-functional partners to define research questions, develop comprehensive research plans, and prioritize research initiatives that align with business objectives.
- Transform research insights into actionable recommendations that shape product strategy and guide design decisions with a user-centric approach.
- Develop and maintain a deep understanding of our user base, staying abreast of industry trends and analyzing competitors' offerings to drive continuous product innovation.
- Present research findings and strategic recommendations to effectively communicate the value of UX and encourage alignment on priorities and objectives.
- As a mentor and guide, encourage continuous learning and growth for junior team members in the UX research and broader design team.
Who You Are
- 5+ years of experience in UX research, preferably within the Fintech or wealth management industry
- Expertise in various research methods, including usability testing, interviews, surveys, and contextual inquiry.
- Ability to choose and apply appropriate methods to effectively gather user insights and proficiency in analyzing data to derive significant insights to drive decision-making and product improvements.
- Excellent communication and presentation skills, with the ability to influence and drive decision-making.
- A proactive and collaborative approach to problem-solving, with a strong focus on applying user-centered design principles and partnering cross-functionally.
- Demonstrates high adaptability to shift priorities along with strong prioritization skills to balance short-term tactical work with long-term strategic goals.
- Education in Human-Computer Interaction, Psychology, Human Factors, or a related field.
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].
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