Addepar

VP - Product

United States

$250,000 – $350,000Compensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial Services, BiotechnologyIndustries

Requirements

Candidates must be visionary and strategic with a proven ability to define and communicate a multi-year product direction across multiple product lines. A strong track record of end-to-end product ownership, from zero-to-one to scaled adoption, is required, along with strong attention to detail.

Responsibilities

The VP of Product will lead the Product Management function, evolving and accelerating a multi-year product vision to drive business growth and client value. Responsibilities include overseeing product teams across various domains, ensuring scalable organizational structures and clear execution processes, and aligning product strategy with business outcomes. The role involves managing products from concept to scaled solution, fostering innovation, embedding client research into development, partnering with cross-functional teams, building and developing the product organization, and staying ahead of industry trends to ensure market fit.

Skills

Product Management
Product Vision
Business Growth
Client Value
Fintech
Product Strategy
Investment Data
Reporting
Workflows
Advisor Tools
Platform Infrastructure
New Product Innovation
Team Leadership
Strategic Planning

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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