Product Manager - Marketplace Analytics
Who We Are
Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way.
Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds.
We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together.
Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.
*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The Role
We are currently seeking a Product Manager to join the Marketplace Analytics team within Insights!
The Insights team at Addepar is building order management and execution systems to provide access to a wide range of investment products, including cash management, hedge funds and private equity, and secondary transactions in private securities and LP interests. We also work on data-driven products and analytical tools to help our clients make better investment decisions and navigate the sophisticated world of finance. This is an exciting new business for Addepar with high growth potential that is still in the early stages of development, and there is a unique opportunity for a key individual to join a new, highly visible team at the ground level.
Read more about our launch of Marketplace in May of 2020 here:
- Introducing Marketplace
- Thiel-Backed Firm Helps Ultra-Wealthy Trade Hedge Fund Holdings
- Addepar Rolls Out Digital Alternatives Marketplace
The Marketplace team is a vertically integrated group that includes a cross-section of product, marketing, sales, data, design, operations, compliance and engineering - giving members a unique perspective that demonstrates how their work directly links to the broader business. In many ways, our group operates much like a startup within a growth company, providing its members with the stability and business relations of the larger Addepar organization, while allowing the group to operate in a tightly integrated and demanding context, as we continue to build out our new line of business and product offerings.
The Marketplace Analytics team’s mission is to leverage Addepar’s unique sources of data to more effectively match Marketplace clients with products/solutions that may interest them. As a Product Manager, you will build out a suite of products leveraging our analytics that help predict client interest in particular Marketplace offerings. The product suite will consist of client-facing modules in Marketplace to deliver tailored suggestions, as well as internally-facing applications to provide scale to our client coverage team. You will contribute to the roadmap for the products and then will take ownership of the various build stages, including writing concept papers and product requirement documents, soliciting and incorporating user feedback, and working with marketing/sales on product launches. Successful candidates will have experience building products that deliver financial analytics, proactively seek client feedback to drive product decisions, and have demonstrated success in contributing to business objectives (e.g. revenue).
What You’ll Do:
- Contribute to the roadmap for products that deliver analytics to both Marketplace clients and internal users
- Write concept papers to provide background on new product groups, as well as clearly define their client value proposition and business objectives
- Conduct user research sessions with clients and ensure their feedback is reflected in the final product designs
- Own the documentation of detailed product requirements and work with engineers as they implement the requirements
- Collaborate with marketing, product specialists, and sales to ensure proper product positioning and high user adoption rates
Who You Are:
- 4+ years of work experience in product management in a financial services or fintech context
- At least 2 years of experience building products that deliver actionable analytics (e.g. dashboards) to users/clients
- Understanding of financial markets and common portfolio management analytics
- Excellent written and verbal communication skills with an aptitude for detailed documentation
- Demonstrated history of using user feedback to guide product decisions and contributing to key product objectives
- Proven ability to meet product development goals on a specified timeline while adapting to changing conditions
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
Unfortunately, at this time we cannot accept Colorado applicants.