Product Manager, Addepar
Visualizations
$122-190k
+ Bonus + Equity. Salary based on CO, CA & NY applicants only and may vary for other locations
Addepar is a software and data platform for even the most complex investment portfolios.
Open for applications
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Open for applications
$122-190k
+ Bonus + Equity. Salary based on CO, CA & NY applicants only and may vary for other locations
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
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 more than $4 trillion of assets with circa 800 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 and appointing new leadership members from the likes of Oracle and Amazon Web Services. Addepar is certainly gaining momentum as it expands operations and further innovates 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
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company HQ
Old Mountain View, Mountain View, CA
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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