Sr. Manager, Product Management - 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 Manager - Product Management will lead a team of Product Managers and will collaborate with the other Trading Product Leads to guide the vision for Trading, OMS, and IBOR products we are building. This includes working with our design team to improve the advisor/trader facing workflows to build engaging experiences for their clients at scale. You will be required to define product vision, set strategy, and lead a cross-functional team in a manner that improves their efficiency and productivity. 

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 $170,000 - $265,000 (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.

What You’ll Do

• Define, document, and communicate goals for your product and drive an innovative product roadmap that conveys your vision and goals to our clients.
• Work across Product, Design, Engineering and Quality teams to oversee execution of current and future goals and make decisions to maximize ROI and minimise opportunity cost.
• Build consensus with the team to prioritize and define increments of work based on level of effort, interdependencies, and other relevant criteria.
• 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 

• 5-7+ years of relevant work experience and education in product management, software development, user workflows, and efficiently leading teams.
• Expertise in finance, trading, and investments, specifically with trading for wealth management firms.
• Possess a deep understanding of Trading, Rebalancing, and OMS systems used in the 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.
• Expert in trade execution integrations, both in flat file specifications and FIX messaging protocols.
• Deep understanding of the trade lifecycle and working with various counterparties to execute trades and manage post-trade processing and messaging workflows
• Experience in data integrations between accounting and trading systems, particularly with custodians and internal and external IBOR systems.
• 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.