Addepar
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
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.
Staff Product Manager, Files Platform
🔥 0 minutes ago
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Addepar
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
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.
📋 Description
• Own product strategy for the Files Platform • Drive product discovery and translate findings into a roadmap • Align teams around a unified Files vision • Deliver improvements to file search, filtering, and metadata organization • Build intelligent document capabilities like summarization and workflow automation • Define success metrics and communicate progress to leadership
🎯 Requirements
• 7+ years of Product Management experience • Strong systems thinker • Ability to make sound build-vs-buy/partner decisions • Clear and persuasive communicator • Experience with APIs, permissioning, metadata, and workflows • Deeply customer- and workflow-oriented • Interest in intelligent document workflows
🏖️ Benefits
• Bonus • Equity • Benefits
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