Staff Product Manager at Addepar1

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role We are currently seeking a Senior Product Manager to join our organisation as the lead product contributor shaping our Workflow Platform. The Workflow Platform is a foundational infrastructure investment for Addepar, acting as the critical orchestration layer that nearly every major new product initiative relies upon. In this highly visible domain, you will be responsible for defining the vision, roadmap, and execution for the substrate that powers client-defined automation, next-generation AI agents, and internal developer tools. Your work will directly enable our users to automate how they get work done on Addepar by composing platform capabilities and maintaining execution state to form client-centric solutions. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do • Power Client-Defined Automation: You will provide the engine that makes scalable, client-defined automation possible without requiring a bespoke engineering project for each use case. • Provide the Execution Layer for AI Agents: You will build a reliable execution layer that allows our AI assistants to perform long-running, multi-step tasks deterministically without timing out or losing state. • Prioritize Ruthlessly: Balance immediate stability improvements with long-term strategic architectural changes. You will need to effectively set expectations with stakeholders and keep the team focused on foundational platform commitments. • Enable Developers and Partners: You will define and expand a shared library comprised of atomic, reusable workflow components (e.g., Retrieve Holdings, Validate Data) that eliminate the need to build custom orchestration from scratch. • Simplify Complex Distributed Systems: You will build a shared, composable platform that delivers differentiated value to each persona, while maintaining architectural cohesion and efficiency. • Ensure Durable Execution: You will leverage modern durable execution frameworks (like Temporal) to guarantee applications run to completion despite temporary failures. Example Impact Areas • AI Agent Execution: Build the robust infrastructure required for our next generation of AI capabilities, enabling complex, long-running portfolio queries and multi-step automated tasks to run flawlessly. • Task & Approval Workflows: Launch essential workflow building blocks that address complex Enterprise client requirements, such as maker-checker processes and multi-party report approvals. • Global Infrastructure & Scalability: Lead the expansion of the Workflow Platform across international regions, unlocking crucial compliance and onboarding workflows for our global client base. • Client-Defined Orchestration: Release intuitive workflow building capabilities to clients, empowering them to define, customize, and monitor end-to-end process orchestrations directly within Addepar. Who You Are • Experience: Extensive product management experience, preferably dealing with developer-facing products, platform infrastructure, or enterprise SaaS. • Platform Mindset: You understand the difference between building an isolated application and building the foundational platform that powers an ecosystem. You excel at providing developers with the tools and services needed to build end-to-end processes. • Technical Fluency: You are comfortable navigating distributed systems, state machines, and durable execution platforms (experience with Temporal is a major plus). You can easily read and review technical requirements with engineering leads. • Internal Customer Mindset: You bring a service-oriented approach to collaborating with cross-functional teams, aiming to stop other groups from reinventing workflow orchestration and creating duplication across the product suite. • Structured Thinker: You can take a complex web of dependencies across major company-wide initiatives—including data integrations, enterprise features, AI advancements, and client onboarding—and synthesise them into a clear, prioritised roadmap. • Clear Communicator: You can effectively communicate the status of complex technical initiatives to non-technical stakeholders and leadership. • Domain Knowledge: Experience working with financial data (custodians, transactions, positions, security masters) or enterprise security/data reconciliation processes is highly valued. 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 [Upgrade to PRO to see contact].