Vice President of Product, Addepar
$250-350k
+ bonus + equity. Salary applicable to CO, CA & NY only & may differ for other locations
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
$250-350k
+ bonus + equity. Salary applicable to CO, CA & NY only & may differ for other locations
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- Visionary and strategic, with a proven ability to define and communicate a clear product direction across multiple years and product lines
- Proven track record of end-to-end product ownership, from zero-to-one to scaled adoption, with strong attention to achieving product-market fit
- Grounded in customer-centric development, integrating user research and validation into product decisions
- Deeply fluent in financial systems, with experience in portfolio management, investor workflows, or trading systems. Experience in enterprise fintech, B2B2C platforms, or advisor tools is a plus
- Skilled at technical collaboration—comfortable working with engineering and data teams on platform and infrastructure investments
- Experienced in go-to-market alignment, partnering closely with commercial teams to launch and scale products successfully
- Adept at aligning product strategy to business outcomes—especially around growth, compliance, client retention, and revenue impact
- Experienced in building and scaling product organizations, particularly in high-growth or complex environments
- A strong people leader with a track record of mentoring talent, creating clarity, and building an empowered, collaborative culture
- 15+ years of experience in product management, with at least 7 years in a senior leadership role
- Experience in fintech, ideally in domains like investment platforms, advisor tools, or institutional software
- Demonstrated success operating at scale in a high-growth or enterprise environment
- Strong business acumen with the ability to connect product execution to business performance
What the job involves
- We are seeking a strategic and visionary VP of Product to lead our Product Management function
- This leader will be responsible for evolving and accelerating a multi-year product vision that drives business growth, deepens client value, and strengthens Addepar’s position in the fintech ecosystem
- Reporting to the Chief Technology Officer, you will be a critical member of the R&D leadership team and a key thought partner to executives across the company
- The role will oversee product teams across multiple domains, including investment data, reporting, workflows, advisor tools, platform infrastructure, and new product innovation
- You will ensure that the organization is structured for scale, processes are built for clarity and execution, and product strategy is deeply aligned with business outcomes
- Vision & Strategy: Continuously evolve a compelling multi-year product vision aligned with Addepar’s mission and growth strategy
- Drive Product Excellence: Establish scalable processes for product planning, roadmapping, and metrics-driven execution
- Own the Product Lifecycle: Manage products from concept to MVP to scaled solution, driving toward product-market fit with rigor and agility
- Center on the Client: Embed client research and validation into the product development lifecycle to ensure solutions deliver measurable value
- Partner Across Functions: Work closely with Engineering, Design, and Data teams to deliver platform-centric and highly integrated solutions. Align with Go-to-Market teams (Marketing, Sales, and Client Success) to launch and commercialize new offerings
- Build the Org: Assess and refine the product org structure, career paths, and leadership layer to support scale and cross-functional collaboration
- Develop Talent: Mentor and develop high-performing product managers and leaders, and foster a product culture of accountability, clarity, and ownership
- Ensure Market Fit: Stay ahead of industry trends in wealth, asset, and investment management; evolve product direction accordingly
- Platform Thinking: Lead with a platform mindset—balancing horizontal scalability with vertical client 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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