Addepar

Sr. User Experience Researcher

Canada

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Wealth Management, Biotechnology, DataIndustries

Requirements

Candidates should have 5+ years of experience in UX research, preferably within the Fintech or wealth management industry. Strong expertise in various research methodologies, such as usability testing, interviews, surveys, and contextual inquiry, is required. Proficiency in analyzing user research data to derive significant insights and drive decision-making and product improvements is essential. Excellent communication and presentation skills, along with a proactive and collaborative approach to problem-solving, are necessary. A Bachelor's or Master's degree in Human-Computer Interaction, Psychology, Human Factors, or a related field is required.

Responsibilities

The Senior User Experience Researcher will lead and manage end-to-end UX research projects, including planning, execution, analysis, and reporting of both qualitative and quantitative data. They will collaborate with product teams and designers to define research questions, develop research plans, and prioritize research initiatives that align with business objectives. The role involves translating research insights into concrete recommendations to influence product strategy and guide design decisions, ensuring a user-centered approach. Responsibilities include communicating the value of UX by presenting research findings and strategic recommendations, developing a deep understanding of the user base, staying abreast of industry trends, analyzing competitors' offerings, and promoting a culture of ongoing learning and development, including mentoring junior team members.

Skills

UX Research
Qualitative Research
Quantitative Research
User Needs Analysis
Product Strategy
Design Decisions
User-Centered Design
Fintech
Wealth Management

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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