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Sr. User Experience Researcher (Remote)

Remote, USA


Who We Are


Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 850 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data-driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s tech and data platform to deliver exceptional value to their clients in a modern, scalable and secure way. 


Our clients use Addepar to manage and advise on more than $4 trillion in assets. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 


We’re now expanding Addepar’s business around the globe, with clients in more than 30 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, England, 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? We seek an outstanding individual to join our rapidly growing Fintech company as a Senior User Experience (UX) Researcher. Our company specializes in innovative wealth management solutions, and we are counting on your expertise to help shape our product development and drive outstanding business outcomes.

As a user researcher, you will play a pivotal role in understanding our users' needs and expectations, ensuring our products deliver the best possible experience. Collaborating closely with cross-functional teams, including product managers and designers, you will drive user research and leverage these 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 + 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 Will You Do


  • Lead and manage end-to-end UX research projects, including planning, execution, analysis, and reporting of both qualitative and quantitative data.
  • Collaborate with product teams and designers to define research questions, develop comprehensive research plans, and prioritize research initiatives that align with business objectives.
  • Translate research insights into concrete recommendations to influence product strategy and guide design decisions, ensuring a user-centered approach.
  • Communicate the value of UX by presenting research findings and strategic recommendations. Encourage alignment on priorities and objectives.
  • Develop and maintain a deep understanding of our user base, staying abreast of industry trends and analyzing competitors' offerings to drive continuous product innovation.
  • Act as a mentor and guide junior members of the UX research team, promoting a culture of ongoing learning and development.


Who You Are


  • 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.
  • Proficiency in analyzing user research data to derive significant insights and drive decision-making and product improvements.
  • Excellent communication and presentation skills.
  • A proactive and collaborative approach to problem-solving, with a strong focus on applying user-centered design principles.
  • Bachelor's or Master's degree 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.


To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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 TAinfo@addepar.com.

Addepar Glassdoor Company Review
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CEO of Addepar
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Eric Poirier
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Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

101 jobs
BADGES
Badge ChangemakerBadge Flexible CultureBadge Future MakerBadge Work&Life Balance
CULTURE VALUES
Customer-Centric
Collaboration over Competition
Growth & Learning
Take Risks
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Flex-Friendly
Equity
Learning & Development
DEPARTMENTS
TEAM SIZE
DATE POSTED
September 12, 2023

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