Staff Technical Program 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 highly skilled Staff Technical Program Manager (TPM) to join the R&D Operations (R&D Ops) team at Addepar. R&D Ops serves as an internal shared services team for coordinating, supporting, and optimizing how teams work within the R&D organization. The team’s mandate includes the following: • Operationalize standards for the efficient execution of Initiative management • Streamline the process for how work gets into the R&D Planning pipeline to lay the path for OKR fulfillment • Provide guidance and governance on best practices for teams through standards and processes • Surface R&D data in analysis and reporting • Administer configuration of systems operations utilized by the R&D organization This Staff TPM will play a critical role in leading large-scale, high-impact, cross-functional R&D initiatives within our Product and Engineering teams. You will lead all aspects of programs and coordinate the work to be executed by the project team to ensure milestones are delivered and will surface and drive resolution to issues and blockers by clarifying assumptions. You will lead with a risk-based approach to initiative management by enabling R&D teams to manage their own risks. You will provide analytical insight and foresight to help shape long-term strategy, and drive planning and prioritization for R&D teams. You will work closely with senior leadership and key stakeholders to provide transparency, manage escalations, and drive business outcomes. Reasons to join our team: • A team culture that values ownership, transparency, collaboration, and creativity • Opportunity to drive the highest impact initiatives in R&D • Define “how we program manage” at Addepar Do you enjoy the ability to work and build your career in an exciting, fast-growing environment? If so, you’ll fit in with our open and inclusive culture that is disrupting the wealth management and financial services industry. 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 • Drive a portfolio of high-priority R&D Initiatives, including the creation and management of detailed plans and artifacts • Lead strategic and tactical weekly cross-functional technical delivery forums across Product, Engineering, Risk and other key stakeholders, as well as monthly Steering Committee forums (SteerCos) with senior leadership • 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 initiatives that are off-track • Flex technical expertise and emotional intelligence to align discussions to business outcomes; influence strategy and trade-off decisions to optimize impact and time-to-market • Coordinate, design, and implement improvements to the quarterly R&D-wide Planning process • Establish program management standards and best practices, including systems and tools • Create a collaborative environment that values transparency, learning, efficiency, and creativity • Standardize JIRA use and operating metrics across teams to drive consistent telemetry, while building velocity measuring tools to track initiative and OKR progress • Manage user permissions to R&D Ops-managed systems Who You Are • Extensive technical program management or similar relevant experience • Prior experience of successfully implementing and managing SaaS product development programs; experience in product management or engineering roles preferred • Solid technical foundation with ability to understand and digest new technical concepts and technologies quickly • Experience in practicing Agile, with the ability to adjust effectively based on current needs and team dynamics • Strong experience with program management tools; proficiency in Jira required • Strong influencing and negotiating skills at all levels • Comfortable adjusting between the need to be tactical vs. strategic • Expert in navigating through, and working with ambiguity by bringing structure to large/complex problems • Organized and detail oriented; comfortable managing multiple initiatives and priorities in parallel 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].