
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
November 3
🇺🇸 United States – Remote
💵 $118k - $185k / year
⏰ Full Time
🟠 Senior
⚡️ Product Operations
🦅 H1B Visa Sponsor

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
• Champion the newly established product lifecycle framework • Operationalize standards for the efficient execution of product launch management • Drive strategic program management and launch status reporting • Align with cross-functional teams to streamline execution • Provide guidance and governance on best practices for teams through standards and processes • Drive a portfolio of high-priority R&D product launches, including the creation and management of detailed plans and artifacts • Lead strategic and tactical weekly cross-functional forums across Product, Engineering, Design, Go-to Market, Risk, Legal, Finance, and other key stakeholders • Develop strong partnerships with cross-functional teams to drive progress, facilitate collaboration, and remove obstacles • Identify program risks and establish escalation process for facilitating “Return to Green” plan for launches that are off-track • Flex technical expertise and emotional intelligence to align discussions to business outcomes; influence strategy and trade-off decisions to optimize impact and time-to-market • Champion a metrics-driven approach to review Alpha & Best test data to inform subsequent phases of launch • Facilitate development of product health metrics and a Business As Usual (BAU) Operating Model as products transition from launch state to BAU/sustaining state • Coordinate, design, and implement improvements to the company-wide Product Lifecycle process • Map existing R&D business processes, i.e. “as-is” processes, and identify gaps that should be addressed in “to-be” process diagrams • Establish program management standards and best practices, including systems and tools • Create a collaborative environment that values transparency, learning, efficiency, and creativity
• 8+ years product operations, program management, or similar relevant experience • 5+ years of successfully implementing and managing SaaS product development programs • Solid technical foundation with ability to understand and digest new technical concepts and technologies quickly • Experience in practicing Agile, with the ability to adjust effectively based on current needs and team dynamics • Strong business process mapping experience; ability to quickly diagram “as-is” and “to-be” processes • Strong experience with program management tools • Strong influencing and negotiating skills at all levels • Comfortable adjusting between the need to be tactical vs. strategic • Expert in navigating through, and working with ambiguity by bringing structure to large/complex problems • Organized and detail oriented; comfortable managing multiple launches and priorities in parallel • Proactive problem-solver, with a consistent approach of identifying gaps in process and driving scalable fixes
• bonus • equity • benefits
Apply NowNovember 3
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