Who 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

We are currently seeking a Sr Product Manager to join our Data Enablement team!

Data Enablement's mission is to empower Analysts with a scalable Operating Platform, inclusive of new workflows, products, and cloud-based tooling that works seamlessly across multiple regions. The team provides interdisciplinary product management, helping Engineering teams increase their impact and implement solutions that:

  • Enhance the Analyst experience
  • Reduce operational risk
  • Enable Addepar’s growth in new and existing markets

The DE team is driving Addepar's transition from legacy tools and processes to a more scalable global operating model using new tools and capabilities being created by the Engineering organization.

What You’ll Do

  • Partner with Engineering, Product and Data teams to deliver high quality, timely and reliable data workflow solutions.
  • Build consensus with the cross functional team to prioritize increments of work based on level of effort, interdependencies, and other relevant criteria
  • Analyze and develop solutions to improve data operations and portfolio data pipeline efficiency.
  • Use your understanding of our existing data models to describe key workflows and write technical requirements on how to transform raw data into functional content on our platform.
  • Investigate issues raised by clients or partner teams to refine and implement fixes with our development teams.
  • Understand Addepar’s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve client experience.

Contribute to the evolution of Addepar’s master financial concordance solutions to better serve our clients and cement Addepar’s role as the best-in-class integrator of market traded and alternative asset investments.

Who You Are

  • 7+ years of relevant work experience and education that demonstrate proficiency in product management and user workflows
  • Domain knowledge / expertise regarding data processing workflows and financial products
  • Practical knowledge of agile thinking and lean practices; creative (non-dogmatic) with project approaches, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals
  • Ability to identify the appropriate tools and techniques to accomplish objectives
  • Ability to perform basic Project and Scrum Management tasks (assigning tasks to team members; ensuring designs, requirements, and other inputs are ready when needed for work to begin; leading agile ceremonies, scheduling increments in the necessary order to manage dependencies, managing WIP, managing expectations with Account Managers, lining up beta, addressing impediments, leading agile ceremonies etc.)
  • Ability to set your team up for success through leadership, sense of purpose, accountability, and initiative
  • Ability to partner with a variety of team members (from highly technical to non-technical business colleagues) and work in a cross-functional setting
  • A confident and positive attitude with low ego; high degree of ingenuity, resourcefulness, and problem-solving skills; ability to work within ambiguity

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 TAinfo@addepar.com.

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