Staff Product Manager, Addepar
Files Platform
$142-223k
+ Equity + Bonus. Salary is applicable to Colorado, California, and New York rates only and may vary on further locations
More information about location
Investment portfolio management platform
Open for applications
Investment portfolio management platform
1001+ employees
Open for applications
$142-223k
+ Equity + Bonus. Salary is applicable to Colorado, California, and New York rates only and may vary on further locations
More information about location
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- 7+ years of Product Management experience, or equivalent industry / subject matter expertise in fintech, SaaS, enterprise software, data platforms, workflow products, document management, collaboration tools, or infrastructure-heavy product areas
- A track record of owning product strategy and execution end-to-end, from discovery through launch, adoption, and measurable outcomes. You are data-driven and impact-oriented
- A strong systems thinker comfortable with technically complex products involving APIs, permissioning, metadata, search, migrations, integrations, and data models
- A clear and persuasive communicator; you simplify complexity and build alignment across product, engineering, design, security, legal, and go-to-market
- Deeply customer- and workflow-oriented, with empathy for the full range of users who depend on files: advisors, end clients, operations teams, API consumers, and external collaborators like tax advisors and auditors
- Ability to make sound build-vs-buy/partner decisions and articulate the tradeoffs to a diverse range of internal stakeholders
- Commercially thoughtful, with the ability to connect Files Platform investments to client adoption, retention, expansion, operational efficiency, partner strategy, and future monetization opportunities
- Interested in the future of intelligent document workflows, including how AI, metadata, search, classification, summarization, and workflow automation can make enterprise file systems more useful, secure, and actionable
- Thrives in complex, high-ownership environments where the work involves both near-term execution and long-term platform strategy across multiple teams and stakeholder groups
What the job involves
- We are seeking a Staff Product Manager to lead Addepar’s Files Platform
- Files touch nearly every workflow at Addepar: client reporting, alternatives document lineage, collaboration with external parties like tax advisors, and audit trails for sophisticated global firms
- As we serve more large RIAs, family offices, banks, and alternatives-heavy institutions, how we manage documents becomes a core differentiator for client trust and platform value
- We're replatforming our file management experience onto an enterprise content partner (Box), creating a foundation for stronger search, metadata, permissions, sharing, and workflow capabilities
- This role owns what comes next: taking that foundation and turning it into an intelligent document workflow layer that serves clients, internal teams, and downstream product surfaces
- On the platform side, you'll shape commercial and technical strategy around a major partner integration, deciding where Addepar should leverage vendor capabilities versus where we build differentiated product, workflow, and API surfaces
- On the intelligence side, you'll define how capabilities like document summarization, auto-classification, content-based search, and workflow automation can make file management meaningfully smarter for enterprise users while maintaining the auditability and permissioning controls they require
- You'll own product strategy and execution across migration completion, platform buildout, and roadmap definition
- This is a cross-functional role that requires aligning engineering, design, security, legal, and client-facing teams around a shared vision for how files work at Addepar
- Addepar takes a market-based approach to pay
- A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions
- Own product strategy end-to-end for the Files Platform, from migration completion through next-generation search, metadata, sharing, workflow, and API capabilities
- Drive product discovery across user groups (advisors, operations, end clients, API consumers, internal teams) and translate findings into a prioritized roadmap
- Align multiple product and engineering teams around a unified Files vision, building a true platform that delivers value across Addepar solutions including reporting, Portal, Alternatives, ADM, and more
- Own the roadmap for a substantial product area, balancing migration / parity work, urgent client needs, platform foundations, technical dependencies, compliance requirements, partner capabilities, and longer-term strategic opportunities
- Deliver a modern files experience with improvements to file search, filtering, sharing, metadata organization, and high-volume upload/download workflows
- Make build-vs-partner decisions, determining where Addepar should leverage our content platform partner versus where we need differentiated product, workflow, or data capabilities
- Abstract common document workflow needs from downstream teams (reporting, Portal, Alternatives, ADM) into reusable platform capabilities that accelerate product velocity across Addepar
- Build intelligent document capabilities like summarization, auto-classification, content-based search, and workflow automation with appropriate enterprise controls around permissioning and auditability
- Own migration and adoption outcomes, ensuring clients move to the new platform with minimal disruption and clear value unlocks
- Define success metrics (adoption, search effectiveness, API usage, migration progress, support volume, client satisfaction) and communicate progress to leadership
- Influence senior stakeholders across Product, Engineering, Design, Security, Legal, Operations, and Client Success, making tradeoffs across user needs, technical constraints, compliance, and commercial value
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 around $9 trillion of assets serving over 1,400 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 is helping 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
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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