Sr. Product Manager - Research and Insights
Who We Are
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.
The Role
Research & Insights (R&I) is a newly launched Addepar capability that will carry out research projects on investment decision-making and deliver new research products on topics related to investing (e.g., briefs, working papers, journal articles, models). The R&I mission is to inform wealth managers and institutional investors on new ways to improve their investment performance, by helping them augment their governance, management, operations, and processes. The goal is to utilize Addepar’s proprietary and private data (both quantitative and qualitative) to bring new and powerful insights to the world of investors.
We are currently seeking a Senior Product Manager to join our team, focused on the vision and strategy for our research platform and derived analytical products. The Research platform will aggregate over $3 Trillion in assets into an analytical data store that can be analyzed for new insights by Researchers at Addepar and other prominent research institutions (e.g. London School of Economics, Dept. of Finance). The Research platform will also facilitate the full lifecycle of research such as model development, collaboration, and production monitoring. Derived analytical products will cover a very broad range of topics from benchmarking to portfolio construction. A key early product will be delivering portfolio insights into the CIO Business Intelligence Dashboard.
The Senior Product Manager for R&I will work with Researchers, senior client and internal Addepar stakeholders to deeply understand their goals and needs. The role will also work with cross functional stakeholders, communicating vision and collaborating on solutions.
What You’ll Do
- Contribute to the roadmap for the R&I platform and analytical products
- Partner with researchers to write concept docs /user stories that describe new product categories along with market assessment and client value proposition
- Work with design team and gather feedback from clients on product designs
- Collaborate with other product managers across the organization to ensure products work seamlessly with other Addepar features
- Document requirements and work with the engineering team to build the applications
- Project manage roll outs including coordination with sales and marketing teams to maximize high adoption
- Continue to gather feedback and own iterate on product improvements
Who You Are
- 7+ years in product management in financial services
- Deep experience in building out analytical platforms and applications
- Experience as an analyst in a research or financial services role
- Practical knowledge of agile methodologies and lean practices
- Broad knowledge of finance and capital markets
- Exceptional writing and documentation skills with ability to synthesize as well as strong detail orientation
About Addepar
Addepar was founded in 2009 by Palantir co-founder Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $3 trillion of assets on the company's platform. Addepar was named a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City, Salt Lake City and Edinburgh, Scotland.
At Addepar, we are driven by our core values:
- Take Action - We believe in empowering each other to make decisions that elevate our colleagues and our communities.
- Build Together - We celebrate success by recognizing the value of collaborating with each other, our clients and partners.
- Best Ideas Win - We welcome new ideas that inspire change.
- Demand Transparency - We encourage open discussion and information-sharing to strengthen communication across organizations.
- Solve Problems that Matter - We put our community of clients and partners first by creating technology that meets their needs today
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.