Sr. Manager, Product Management - Trading

Company Information

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.

Our Values:

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together

Position Overview

• Location Type: [Not Specified]
• Job Type: [Not Specified]
• Salary: $170,000 - $265,000 (base salary) + bonus + equity + benefits. (This range is for Colorado, California, and New York and reflects base salary only.)

The Manager - Product Management will lead a team of Product Managers and collaborate with other Trading Product Leads to guide the vision for Trading, OMS, and IBOR products. This role involves working with the design team to improve advisor/trader facing workflows and build engaging client experiences at scale. The position requires defining product vision, setting strategy, and leading cross-functional teams to improve efficiency and productivity.

Requirements

• 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.
• Deep understanding of Trading, Rebalancing, and OMS systems used in the wealth management industry. Understanding of trading products in terms of users, business value, technical landscape, data, vendors, and their relation to the Addepar ecosystem.
• Expert in trade execution integrations, including 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.

Responsibilities

• 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 minimize opportunity cost.
• Build consensus with the team to prioritize and define increments of work based on level of effort, interdependencies, and other relevant criteria.
• Adjust 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.