Sr. Product Manager - Trading

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

The Trading Product Manager will collaborate with the other Trading Product Managers and Trading Product Leads to help guide the vision for Trading, OMS, and IBOR products. We are building this product suite anew and collaborating with our design team to improve the advisor/trader facing workflows and build engaging experiences that scale. You will execute product vision, implement strategy, and collaborate with a cross-functional team in a manner that improves their efficiency and productivity. 

What You’ll Do

• Possess a solid understanding of Trading, Rebalancing, and OMS systems used in the US and European wealth management industry. You understand trading products in terms of their users, business value, technical landscape, data, vendors, and can relate these to other areas of the Addepar ecosystem.
• Document and communicate goals for the product and drive an innovative product roadmap that conveys the team vision and goals to our clients.
• Build consensus with the team to prioritize and define increments of work based on level of effort, interdependencies, and other relevant criteria
• Assist in adjusting strategy in response to changing company, business, market, and technical needs.
• Identify appropriate users, partners, competitors, and market trends from which to elicit input and draw inspiration

Who You Are

• Minimum 8+ years of relevant work experience and education in product management, software development, user workflows, and efficiently leading teams.
• Fundamental knowledge in finance, trading, and investments, specifically with trading for wealth management firms.
• Ability to communicate finance domain knowledge, problems and knowledge well both in person and in writing for internal development and sales teams as well for clients and 3rd party data partners.
• Ability to partner with engineering to define the functional and technical implementation to tackle a business problem. This includes understanding of high level data development concepts, data modelling and the ability to write and review technical requirements documents.
• Practical knowledge of agile thinking and lean practices; project management, and a strong ability to guide teams through project iterations.
• A superpower for identifying the appropriate tools, people and techniques to accomplish objectives

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.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.