Staff Technical Program Manager, Addepar
More information about location
Investment portfolio management platform
Be an early applicant
Investment portfolio management platform
1001+ employees
Be an early applicant
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
- Extensive technical program management or similar relevant experience
- Prior experience of successfully implementing and managing SaaS product development programs; experience in product management or engineering roles preferred
- Solid technical foundation with ability to understand and digest new technical concepts and technologies quickly
- Experience in practicing Agile, with the ability to adjust effectively based on current needs and team dynamics
- Strong experience with program management tools; proficiency in Jira required
- Strong influencing and negotiating skills at all levels
- Comfortable adjusting between the need to be tactical vs. strategic
- Expert in navigating through, and working with ambiguity by bringing structure to large/complex problems
- Organized and detail oriented; comfortable managing multiple initiatives and priorities in parallel
What the job involves
- We are currently seeking a highly skilled Staff Technical Program Manager (TPM) to join the R&D Operations (R&D Ops) team at Addepar. R&D Ops serves as an internal shared services team for coordinating, supporting, and optimizing how teams work within the R&D organization. The team’s mandate includes the following:
- Operationalize standards for the efficient execution of Initiative management
- Streamline the process for how work gets into the R&D Planning pipeline to lay the path for OKR fulfillment
- Provide guidance and governance on best practices for teams through standards and processes
- Surface R&D data in analysis and reporting
- Administer configuration of systems operations utilized by the R&D organization
- This Staff TPM will play a critical role in leading large-scale, high-impact, cross-functional R&D initiatives within our Product and Engineering teams. You will lead all aspects of programs and coordinate the work to be executed by the project team to ensure milestones are delivered and will surface and drive resolution to issues and blockers by clarifying assumptions.
- You will lead with a risk-based approach to initiative management by enabling R&D teams to manage their own risks. You will provide analytical insight and foresight to help shape long-term strategy, and drive planning and prioritization for R&D teams. You will work closely with senior leadership and key stakeholders to provide transparency, manage escalations, and drive business outcomes
- Drive a portfolio of high-priority R&D Initiatives, including the creation and management of detailed plans and artifacts
- Lead strategic and tactical weekly cross-functional technical delivery forums across Product, Engineering, Risk and other key stakeholders, as well as monthly Steering Committee forums (SteerCos) with senior leadership
- Develop strong partnerships with cross-functional teams to drive progress, facilitate collaboration, and remove obstacles
- Identify program risks and establish escalation process for facilitating “Return to Green” plan for initiatives that are off-track
- Flex technical expertise and emotional intelligence to align discussions to business outcomes; influence strategy and trade-off decisions to optimize impact and time-to-market
- Coordinate, design, and implement improvements to the quarterly R&D-wide Planning process
- Establish program management standards and best practices, including systems and tools
- Create a collaborative environment that values transparency, learning, efficiency, and creativity
- Standardize JIRA use and operating metrics across teams to drive consistent telemetry, while building velocity measuring tools to track initiative and OKR progress
- Manage user permissions to R&D Ops-managed systems
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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