Staff Product Manager

Who you are

• 7+ years of Product Management experience, or equivalent industry / subject matter expertise in fintech, SaaS, enterprise software, data platforms, workflow products, document management, collaboration tools, or infrastructure-heavy product areas
• A track record of owning product strategy and execution end-to-end, from discovery through launch, adoption, and measurable outcomes. You are data-driven and impact-oriented
• A strong systems thinker comfortable with technically complex products involving APIs, permissioning, metadata, search, migrations, integrations, and data models
• A clear and persuasive communicator; you simplify complexity and build alignment across product, engineering, design, security, legal, and go-to-market
• Deeply customer- and workflow-oriented, with empathy for the full range of users who depend on files: advisors, end clients, operations teams, API consumers, and external collaborators like tax advisors and auditors
• Ability to make sound build-vs-buy/partner decisions and articulate the tradeoffs to a diverse range of internal stakeholders
• Commercially thoughtful, with the ability to connect Files Platform investments to client adoption, retention, expansion, operational efficiency, partner strategy, and future monetization opportunities
• Interested in the future of intelligent document workflows, including how AI, metadata, search, classification, summarization, and workflow automation can make enterprise file systems more useful, secure, and actionable
• Thrives in complex, high-ownership environments where the work involves both near-term execution and long-term platform strategy across multiple teams and stakeholder groups

What the job involves

• We are seeking a Staff Product Manager to lead Addepar’s Files Platform
• Files touch nearly every workflow at Addepar: client reporting, alternatives document lineage, collaboration with external parties like tax advisors, and audit trails for sophisticated global firms
• As we serve more large RIAs, family offices, banks, and alternatives-heavy institutions, how we manage documents becomes a core differentiator for client trust and platform value
• We're replatforming our file management experience onto an enterprise content partner (Box), creating a foundation for stronger search, metadata, permissions, sharing, and workflow capabilities
• This role owns what comes next: taking that foundation and turning it into an intelligent document workflow layer that serves clients, internal teams, and downstream product surfaces
• On the platform side, you'll shape commercial and technical strategy around a major partner integration, deciding where Addepar should leverage vendor capabilities versus where we build differentiated product, workflow, and API surfaces
• On the intelligence side, you'll define how capabilities like document summarization, auto-classification, content-based search, and workflow automation can make file management meaningfully smarter for enterprise users while maintaining the auditability and permissioning controls they require
• You'll own product strategy and execution across migration completion, platform buildout, and roadmap definition
• This is a cross-functional role that requires aligning engineering, design, security, legal, and client-facing teams around a shared vision for how files work at Addepar
• Addepar takes a market-based approach to pay
• A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions
• Own product strategy end-to-end for the Files Platform, from migration completion through next-generation search, metadata, sharing, workflow, and API capabilities
• Drive product discovery across user groups (advisors, operations, end clients, API consumers, internal teams) and translate findings into a prioritized roadmap
• Align multiple product and engineering teams around a unified Files vision, building a true platform that delivers value across Addepar solutions including reporting, Portal, Alternatives, ADM, and more
• Own the roadmap for a substantial product area, balancing migration / parity work, urgent client needs, platform foundations, technical dependencies, compliance requirements, partner capabilities, and longer-term strategic opportunities
• Deliver a modern files experience with improvements to file search, filtering, sharing, metadata organization, and high-volume upload/download workflows
• Make build-vs-partner decisions, determining where Addepar should leverage our content platform partner versus where we need differentiated product, workflow, or data capabilities
• Abstract common document workflow needs from downstream teams (reporting, Portal, Alternatives, ADM) into reusable platform capabilities that accelerate product velocity across Addepar
• Build intelligent document capabilities like summarization, auto-classification, content-based search, and workflow automation with appropriate enterprise controls around permissioning and auditability
• Own migration and adoption outcomes, ensuring clients move to the new platform with minimal disruption and clear value unlocks
• Define success metrics (adoption, search effectiveness, API usage, migration progress, support volume, client satisfaction) and communicate progress to leadership
• Influence senior stakeholders across Product, Engineering, Design, Security, Legal, Operations, and Client Success, making tradeoffs across user needs, technical constraints, compliance, and commercial value

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