
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.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $178k - $223k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
✅ Product Manager
🦅 H1B Visa Sponsor
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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.
• Lead the strategic vision, technical execution, and ongoing governance of Addepar’s external technology partner ecosystem • Align partnership initiatives with Addepar’s product and platform strategy • Manage external relationships and influence partners to prioritize development and resolve integration or policy barriers • Drive partner-attached ARR, distribution, retention, and gross-margin improvements • Define and measure partnership value through adoption and co-selling metrics • Ensure data governance, zero-trust security, granular access controls, data-sharing protocols, and audit mechanisms across integrations • Lead product discovery and solution design with clients, partners, design, engineering, and product teams • Coordinate Legal, InfoSec, Compliance, and Commercial teams on risk assessment and deal-structuring workflows • Establish scalable partnership processes and engagement standards • Design and support partner onboarding, developer portals, sandbox environments, API/SDK documentation, and client onboarding platforms • Serve as the primary technical and strategic interface for external partner product and engineering leadership • Scan financial services, wealthtech, and fintech markets for emerging technologies and co-innovation opportunities • Advise Product Managers on build-vs-buy analyses, integration feasibility, and ecosystem dependencies • Track KPIs including partner-driven ARR, retention, security incidents, onboarding cycle time, API throughput, connector MAU, and uptime
• 5+ years in Product Management within B2B SaaS, specifically focused on financial technology, wealth management, banking software, or complex enterprise API platforms • Strong understanding of modern web architectures, RESTful APIs, webhooks, data schemas, security protocols (OAuth, SOC2), and developer ecosystem tooling • Familiarity with financial data privacy regulations, data sovereignty requirements, and secure entitlement frameworks • Proven track record navigating complex internal alignment across Legal, Security, Finance, and GTM functions while negotiating commercial/technical structures with external partners • Deep understanding of the financial services ecosystem, including core banking, ledger systems, custodians, market data vendors, and KYC/AML platforms • Ability to evaluate build-vs-buy-vs-partner choices using data-driven frameworks and map them to executive-level product and commercial goals • Legally authorized to work in the United States for any employer without requiring current or future visa sponsorship • Authorized to begin work in the U.S. on the first day of employment
• Bonus • Equity • Benefits • Equal opportunity employer • Reasonable accommodation for individuals with disabilities • Addepar will not ask you to purchase equipment or supplies as part of onboarding
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