Who We Are

Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

The Role

We are seeking a seasoned Technical Program Manager (TPM) to become a core member of our R&D Operations team! The TPM will play a critical role in leading large-scale, high-impact cross-functional initiatives within our Product & Engineering teams. The TPM will oversee programs end-to-end, bringing alignment, clarity and focus to cross-team engagements. They will provide analytical insight and foresight to help shape long-term strategy, and drive planning and prioritization for the teams they support. They will work closely with leadership and key company 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.
  • Be the pioneer who helps define “how we program manage” at Addepar
  • Opportunity to drive the highest-impact initiatives with leadership support.
  • Partnership with some of the best and brightest individuals to improve our effectiveness in delivering business outcomes through technology.
  • Be part of the greater mission to optimize how the world’s capital will impact economies, communities and people’s lives.

What You’ll Do

  • Secure cross-functional alignment on program goals, metrics, scope, and milestones.
  • Develop strong partnerships with cross-functional teams to drive progress, facilitate collaborations, remove obstacles and address major risks and concerns. 
  • Align technical discussions around business outcomes; influence strategy and trade-off decisions based to optimize impact and time-to-market. 
  • Provide visibility to program status and risks regularly to leadership and stakeholders. 
  • Perform simple data analysis on key program metrics and coordinate with BI Team to prioritize additional data needs.
  • Help establish program management standards, best practices, including systems and tools.
  • Provide support and recommendation on budget and staffing plans.
  • Create a collaborative environment that values transparency, learning, efficiency and creativity.

Who You Are

  • 4+ years technical program management or similar experience.
  • 3+ years of successfully implementing and managing SaaS product development programs; experience in product management or engineering roles preferred.
  • Deep experience with each stage of the software development lifecycle. 
  • Experience in practicing agile, with the ability to adjust and apply the mindset effectively based on current needs and team dynamics.
  • Strong experience with program management tools; Jira knowledge required
  • Demonstrated ability to work well in a cross-functional, matrix management environment.
  • Ability to master technical subjects and technologies relevant to the program.
  • Bachelor’s degree or equivalent work experience.
  • You love to wear multiple hats.
  • You are comfortable bending between the tactical and strategic.
  • You are an expert in working with ambiguity and bringing structure to big hairy problems.
  • You are a keen reader of people, culture, and tea leaves.
  • You build strong relationships across teams and functions to make things happen.
  • You are a communications superstar who can drive and influence conversations at all levels.
  • You are organized and detail oriented, comfortable managing multiple priorities in parallel.

About Addepar

Addepar was founded in 2009 by Palantir co-founder Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $3 trillion of assets on the company's platform. Addepar was named a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City,  Salt Lake City and Edinburgh, Scotland.

At Addepar, we are driven by our core values:

  • Take Action - We believe in empowering each other to make decisions that elevate our colleagues and our communities.
  • Build Together - We celebrate success by recognizing the value of collaborating with each other, our clients and partners.
  • Best Ideas Win - We welcome new ideas that inspire change.
  • Demand Transparency - We encourage open discussion and information-sharing to strengthen communication across organizations.
  • Solve Problems that Matter - We put our community of clients and partners first by creating technology that meets their needs today

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.

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