[Remote] Product Operations Lead at Addepar

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Experience leading large-scale, high-impact, cross-functional R&D product launches
Experience with program management and launch status reporting
Experience aligning with cross-functional teams to streamline execution
Experience providing guidance and governance on best practices for teams through standards and processes
Ability to work and build a career in a fast-growing environment

Responsibilities

Drive a portfolio of high-priority R&D product launches, including the creation and management of detailed plans and artifacts
Lead strategic and tactical weekly cross-functional forums across Product, Engineering, Design, Go-to Market, Risk, Legal, Finance, and other key stakeholders
Develop strong partnerships with cross-functional teams to drive progress, facilitate collaboration, and remove obstacles
Identify program risks and establish escalation process for facilitating “Return to Green” plan for launches that are off-track
Flex technical expertise and emotional intelligence to align discussions
Champion the newly established product lifecycle framework
Operationalize standards for the efficient execution of product launch management
Provide analytical insight and foresight to help shape long-term strategy, and drive planning and prioritization for R&D teams
Work closely with senior leadership and key stakeholders to provide transparency, manage escalations, and drive business outcomes

Skills

Addepar

Investment management software for financial professionals

About Addepar

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Mountain View, CaliforniaHeadquarters

2009Year Founded

$625.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

Risks

Addepar's trading platform faces competition from established trading solutions.

Generative AI integration may introduce risks of AI biases affecting investment decisions.

Reliance on partnerships could pose risks if expected growth is not achieved.

Differentiation

Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.

The platform integrates with over 100 partners, offering a comprehensive wealth management solution.

Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

Upsides

Addepar's new trading platform enhances advisor workflows and client insights.

Partnerships with firms like Corient expand Addepar's client base and market reach.

Generative AI integration offers innovative solutions for managing tech disruption risks.

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