Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
501 - 1000 employees
Founded 2013
πΈ Finance
π³ Fintech
βοΈ SaaS
π° $130M Corporate Round on 2021-11
February 25
πΊπΈ United States β Remote
π΅ $122k - $190k / year
β° Full Time
π Senior
π΄ Lead
β Product Manager
π¦ H1B Visa Sponsor
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
501 - 1000 employees
Founded 2013
πΈ Finance
π³ Fintech
βοΈ SaaS
π° $130M Corporate Round on 2021-11
β’ Responsible for the Addepar end client experience, including web portal and iOS mobile app offerings β’ Define product vision, set strategy, and lead a cross functional team in a manner that enhances their efficiency and productivity
β’ 7+ years of relevant work experience and education that demonstrate proficiency in product management and user workflows β’ Domain knowledge / expertise regarding finance / investments, particularly regarding the valuation of investments in different asset classes β’ 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 β’ Ability to identify the appropriate tools and techniques to accomplish objectives
β’ Bonus β’ Equity β’ Benefits
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