Product Manager, Addepar
Visualizations
$122-190k
+ Bonus + Equity. Salary based on CO, CA & NY applicants only and may vary for other locations
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
$122-190k
+ Bonus + Equity. Salary based on CO, CA & NY applicants only and may vary 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
- 4+ years of relevant work experience and education that demonstrate proficiency in product management
- Domain knowledge regarding finance / investments, particularly regarding the valuation of investments in different asset classes
- An eye for detail and demonstrated ability to follow through while juggling multiple streams of parallel work
- Practical knowledge of agile thinking and lean practices; creative (non-dogmatic) with project approaches, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals
- Ability to identify the appropriate tools and techniques to accomplish objectives
What the job involves
- The Product Manager owns the strategy and execution for data display and visualizations across Addepar’s client engagement tools, specifically dashboards, PDF reports, and the client portaL
- The Product Manager will define detailed feature requirements and guide a cross-functional team to improve their efficiency and productivity
- The Product Manager will collaborate with stakeholders to ensure consistent implementation of data display and visualization standards across the platform and prioritize new offerings and feature enhancements
- Demonstrate a thorough understanding of standard data visualizations employed by Family Offices, RIAs, and institutions for data representation in content used for financial reporting
- Develop and maintain comprehensive knowledge of the product, including user needs, business value drivers, technical architecture, data flows, vendor relationships, and integration points within the broader Addepar ecosystem
- Proactively identify and engage with key users, stakeholders, competitors, and relevant market trends to gather critical insights and inform product strategy
- Clearly define, document, and communicate the product goals and roadmap, with a specific focus on deliverables and milestones for the next 6-12 months
- Collaborate effectively with the cross-functional team to build consensus on prioritizing and defining actionable work increments, considering factors such as level of effort, interdependencies, and strategic alignment
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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