Senior Product Manager, Addepar
AI Platform
$122-190k
Plus bonus and equity
Investment portfolio management platform
Open for applications
Investment portfolio management platform
1001+ employees
Open for applications
$122-190k
Plus bonus and equity
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment
- At least 4+ 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 Senior Product Manager to join the AI Platform team. Our team is owns some of our flagship AI products like Addison and new products using agentic workflows for backoffice and frontoffice acceleration
- As a Senior Product Manager, you’ll 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 future of 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 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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