Sr. Product Marketing Manager, New Business Line
WealthfrontSalary not specified
- Full Time
- Senior (5 to 8 years)
$170,000 – $265,000Compensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, FintechIndustries
Requirements
Candidates should possess 5-7 years of relevant work experience and education in product management, software development, user workflows, and efficiently leading teams, with expertise in finance, trading, and investments, specifically with trading for wealth management firms. They should have a deep understanding of Trading, Rebalancing, and OMS systems used in the wealth management industry, including trade execution integrations via flat file specifications and FIX messaging protocols, and practical knowledge of agile thinking and lean practices.
Responsibilities
The Sr. Manager, Product Management will define, document, and communicate goals for their product and drive an innovative product roadmap, working 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. They will adjust strategy in response to changing company, business, market, and technical needs, identify appropriate users, partners, competitors, and market trends, and build consensus with the team to prioritize and define increments of work based on level of effort, interdependencies, and other relevant criteria.
Skills
Product Management
Trading
OMS
IBOR
Workflow Design
Cross-functional Leadership
Strategy Development
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