Technical Product Manager, Addepar
$142-223k
+ Bonus + Equity
Addepar is a software and data platform for even the most complex investment portfolios.
Be an early applicant
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Be an early applicant
$142-223k
+ Bonus + Equity
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- 10+ years in business architecture, product strategy, or trading technology within WealthTech, FinTech, or asset management
- Deep understanding of portfolio management, order management systems (OMS), and rebalancing algorithms
- Prior experience with multi-asset trading, fractional shares, tax-loss harvesting, and direct indexing
- Strong knowledge of FIX protocols, API-driven trading, and execution platforms
- Familiarity with Java, SQL cloud technologies
- Ability to communicate complex concepts to engineering, product, and business teams
- Strong problem-solving and strategic thinking abilities
- Experience in stakeholder management and cross-functional collaboration
- Experience with WealthTech platforms
What the job involves
- As a Business Architect on our Trading team, you will be a key driver in aligning business strategy, product development, and technology execution
- You will ensure our trading and rebalancing solutions meet market demands and industry best practices.
- Collaborating with product management, engineering, sales, and client management, you will define scalable architecture and business processes to foster innovation and efficiency
- Define the business architecture for Trading Rebalance, ensuring alignment with Addepar’s overall product vision
- Establish a scalable framework for portfolio rebalancing, tax optimization, compliance rules, and trade execution
- Collaborate with leadership to prioritize strategic initiatives, market demands in trading solutions
- Analyze existing trading workflows, rebalancing algorithms, and order management systems, identifying gaps and areas for efficiency improvements
- Ensure trading solutions comply with SEC, FINRA and other global trading regulations as applicable
- Develop risk management frameworks for order execution, trade compliance, and tax-aware rebalancing
- Act as a subject matter expert influence and drive product roadmap decisions and align our engineering and design resources with those outcomes
- Partner with our design teams to implement innovative, industry-leading workflows that empower our clients with powerful solutions
- Work with third-party execution platforms, custodians, and brokerage integrations to enhance Addepar’s trading capabilities
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks more than $4 trillion of assets with circa 800 clients including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022 and appointing new leadership members from the likes of Oracle and Amazon Web Services. Addepar is certainly gaining momentum as it expands operations and further innovates its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
Company 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
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company HQ
Old Mountain View, Mountain View, CA
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
Salary benchmarks
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