Technical Product Manager

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.

Role Overview

As a Business Architect on our Trading team, you will be a key driver in aligning business strategy, product development, and technology execution. You will ensure our trading and rebalancing solutions meet market demands and industry best practices. Collaborating with product management, engineering, sales, and client management, you will define scalable architecture and business processes to foster innovation and efficiency.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $142,000 - $223,000 (Base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Key Responsibilities

Strategy & Business Architecture Development

• Define the business architecture for Trading Rebalance, ensuring alignment with Addepar’s overall product vision
• Establish a scalable framework for portfolio rebalancing, tax optimization, compliance rules, and trade execution
• Collaborate with leadership to prioritize strategic initiatives, market demands in trading solutions

Business Process Optimization

• Analyze existing trading workflows, rebalancing algorithms, and order management systems, identifying gaps and areas for efficiency improvements

Risk, Compliance, and Regulatory Alignment

• Ensure trading solutions comply with SEC, FINRA and other global trading regulations as applicable. 
• Develop risk management frameworks for order execution, trade compliance, and tax-aware rebalancing

Product Development Support

• Act as a subject matter expert influence and drive product roadmap decisions and align our engineering and design resources with those outcomes
• Partner with our design teams to implement innovative, industry-leading workflows that empower our clients with powerful solutions
• Work with third-party execution platforms, custodians, and brokerage integrations to enhance Addepar’s trading capabilities

Required Qualifications

Experience:

• 10+ years in business architecture, product strategy, or trading technology within WealthTech, FinTech, or asset management
• Deep understanding of portfolio management, order management systems (OMS), and rebalancing algorithms
• Prior experience with multi-asset trading, fractional shares, tax-loss harvesting, and direct indexing

Technical & Analytical Skills:

• Strong knowledge of FIX protocols, API-driven trading, and execution platforms
• Familiarity with Java, SQL cloud technologies

• Ability to communicate complex concepts to engineering, product, and business teams
• Strong problem-solving and strategic thinking abilities
• Experience in stakeholder management and cross-functional collaboration
• Experience with WealthTech platforms

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.