Senior Staff Product Manager, Addepar
Alts & Data Management
$165-257k
+ Bonus and Equity. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York
Addepar is a software and data platform for even the most complex investment portfolios.
Open for applications
Addepar is a software and data platform for even the most complex investment portfolios.
1001+ employees
Open for applications
$165-257k
+ Bonus and Equity. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York
1001+ employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- At least 5+ years of experience in Product Management, ideally in Fintech, SaaS, or Data Platform environments
- A systems thinker who can distill complexity into clear product strategy and design modular, scalable solutions
- Strong understanding of financial data models and workflows in Alternative investments, capital markets, or asset management
- Hands-on experience with data pipelines, integrations, and operational tooling (ETL, APIs, structured/unstructured data, etc.)
- Experience with applying AI/automation to human-in-loop systems, improving accuracy, and scaling operational excellence
- A disciplined product operator—familiar with agile/lean delivery, PRD writing, and driving execution through cross-functional teams
- Data-driven and outcome-oriented; you naturally define KPIs, validate assumptions, and prioritize based on impact
- Exceptional communicator who builds alignment across Product, Engineering, and Go-to-Market teams
- Thrives in ambiguous, fast-growing environments and brings structure, process, and clarity where needed
What the job involves
- We are seeking a Senior Product Manager to join our Alternatives & Data Management (ADM) team
- As a Senior Product Manager, you’ll play a central role in defining and scaling Addepar’s Alternatives Data Platform—building AI-powered data products and workflow solutions that unlock transparency, efficiency, and insight in private market investments
- You’ll collaborate closely with Product, Engineering, Design, Operations, and client-facing teams to bring structure and product discipline to a rapidly evolving domain
- You’ll combine deep product thinking, data fluency, and empathy for users to design systems that scale—balancing the needs of clients, internal operators, and Addepar’s broader data ecosystem
- This is a highly cross-functional and visible role suited for a builder who thrives at the intersection of data infrastructure, workflow automation, and financial technology
- Shape the product direction and execution for Alternative investment data and workflow solutions. Responsibilities include:
- Define and evolve the vision for how Alternative investment data is modeled, processed, and surfaced across Addepar’s platform
- Develop AI-first data and workflow products to improve Alternatives ingestion, data quality, and operator efficiency across complex document pipelines
- Design and ship critical client workflows — from onboarding new funds to managing capital calls, valuations, and distributions
- Own product strategy for data models across Alternative asset classes, ensuring standardization, extensibility, and integration with Addepar’s broader data schema
- Partner with Engineering to deliver scalable data infrastructure and APIs, balancing speed of delivery with long-term maintainability
- Collaborate with Design and Operations to translate complex manual workflows into elegant, automated user experiences
- Establish product rituals and frameworks (roadmapping, prioritization, discovery, feedback loops) to bring rigor and repeatability to how the ADM team builds products
- Measure and communicate outcomes, using product analytics and client feedback to iterate and drive adoption
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 analyse and visualise the data they need.
Addepar currently tracks around $6 trillion of assets serving over 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. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 will further accelerate its momentum as it continues to innovate 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
Midtown East, New York, NY
Leadership
Joe Lonsdale
(Founder & Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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