Sr. Instructional Designer - Help Center

Canada

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Biotechnology, Financial Services, DataIndustries

Requirements

Candidates should have over 4 years of instructional design experience and an inspiring portfolio showcasing strategic design of engaging and effective learning experiences, including samples of course design, learning modules, and interactive content. Fantastic writing, editing, and proofreading skills in American English are also required.

Responsibilities

The Sr. Instructional Designer will define the instructional strategy and design comprehensive learning paths, courses, and interactive training modules. They will develop a deep understanding of user learning needs, product complexities, and onboarding challenges, and proactively identify innovative solutions for best-in-class learning experiences. This role acts as the primary instructional design liaison and strategic partner for cross-functional teams, facilitates working sessions and content reviews, and mentors content creators on instructional design concepts. Responsibilities also include establishing and refining guidelines for instructional design and workflows, spearheading audits and optimization initiatives for learning content, analyzing user engagement and feedback, and strategizing improvements for learning content organization and curriculum architecture to optimize learner pathways and knowledge retention. The designer will champion the evolution of Addepar's self-guided learning experience.

Skills

Instructional Design

Curriculum Development

Learning Ecosystems

Onboarding

Product Training

Content Strategy

Certification Programs

Agile

Client-Centered Design

Collaboration

Feedback

Addepar

Investment management software for financial professionals

About Addepar

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Mountain View, CaliforniaHeadquarters

2009Year Founded

$625.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

Risks

Addepar's trading platform faces competition from established trading solutions.

Generative AI integration may introduce risks of AI biases affecting investment decisions.

Reliance on partnerships could pose risks if expected growth is not achieved.

Differentiation

Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.

The platform integrates with over 100 partners, offering a comprehensive wealth management solution.

Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

Upsides

Addepar's new trading platform enhances advisor workflows and client insights.

Partnerships with firms like Corient expand Addepar's client base and market reach.

Generative AI integration offers innovative solutions for managing tech disruption risks.

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