Senior Staff Product Manager – Alts, Data Management

October 23

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Addepar

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Finance • Fintech • SaaS

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

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

📋 Description

• Shape the product direction and execution for Alternative investment data and workflow solutions. Responsibilities include: • Define and evolve the vision for how Alternative investment data is modeled, processed, and surfaced across Addepar’s platform. • Develop AI-first data and workflow products to improve Alternatives ingestion, data quality, and operator efficiency across complex document pipelines. • Design and ship critical client workflows — from onboarding new funds to managing capital calls, valuations, and distributions. • Own product strategy for data models across Alternative asset classes, ensuring standardization, extensibility, and integration with Addepar’s broader data schema. • Partner with Engineering to deliver scalable data infrastructure and APIs, balancing speed of delivery with long-term maintainability. • Collaborate with Design and Operations to translate complex manual workflows into elegant, automated user experiences. • Establish product rituals and frameworks (roadmapping, prioritization, discovery, feedback loops) to bring rigor and repeatability to how the ADM team builds products. • Measure and communicate outcomes, using product analytics and client feedback to iterate and drive adoption.

🎯 Requirements

• At least 5+ years of experience in Product Management, ideally in Fintech, SaaS, or Data Platform environments. • A systems thinker who can distill complexity into clear product strategy and design modular, scalable solutions. • Strong understanding of financial data models and workflows in Alternative investments, capital markets, or asset management. • Hands-on experience with data pipelines, integrations, and operational tooling (ETL, APIs, structured/unstructured data, etc.). • Experience with applying AI/automation to human-in-loop systems, improving accuracy, and scaling operational excellence. • 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.

🏖️ Benefits

• bonus • equity • benefits