Staff Product Manager, Addepar
AI Platform
$142-223k
+ Bonus + Equity
More information about location
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.
1001+ employees
Be an early applicant
$142-223k
+ Bonus + Equity
More information about location
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 AI product development environments
- A hands-on builder who enjoys vibe coding, keeping up with the latest and greatest AI tools, likes to get their hands dirty and turn potential into action with AI
- A systems thinker who can distill complexity into clear product strategy and design client-centric solutions
- Agility to keep up with the latest and greatest in AI technology and industry trends
- Familiarity with core AI / LLM concepts like prompting, reinforcement learning, retrieval, agents / tool use, evaluations
- Experience in developing deep domain context in a new industry and working with cross-functional domain experts to drive impact
- Experience building AI products, with proven expertise in building both zero-to-one products and scaling commercial products
- 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 Staff Product Manager to join the AI Platform team. Our team is responsible both for our central AI Platform that powers AI capabilities across Addepar’s platform, as well as, owns some of our flagship AI products like Addison
- As a Staff Product Manager, you’ll take a leadership role in defining the product management function for a new organization
- You’ll also lead zero-to-one product efforts, building and scaling net new product offerings in a high growth, fast moving environment - leveraging the latest and greatest in agents, agentic workflows, and LLMs to build transformative new products that deliver value to clients
- This role will require working closely with engineering, design, product, marketing, go-to-market to drive new AI products to success
- This is a highly cross-functional and visible role suited for a hands-on builder who thrives at the intersection of AI, customer-centric product development, and financial technology
- Shape the product direction and execution for AI at Addepar, turning strategy into roadmaps and execution
- Execute on zero-to-one AI products, from design to development to launch and scale - working deeply with clients to drive success
- Own the product roadmap for some of our fastest growing and highly visible AI products, scaling them across our client base
- Work across engineering and product to understand different domain contexts and build a scalable AI platform to enable rapid solutions development across Addepar
- Partner closely with engineering, product, design to execute on new products in a highly-iterative and fast moving team culture
- Mentor and support other product managers and establish product rituals and product management discipline in a newly formed organization
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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