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Addepar

AddeGrad Content Designer '22

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Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

We are currently seeking an Associate Product Manager to join the Product Management team, focused on improving our portfolio analysis offering.

The Financial Analytics group builds products that allow financial advisors to create detailed and flexible portfolio analysis, including performance and risk analysis, bill clients, and establish ownership hierarchies and entity relationships. The calculations and attribute framework owned by the calculations team in Financial Analytics power the reporting and analysis capabilities throughout the Addepar products, including the advisor facing analysis tool, end client reporting and portal, and on to rebalancing, scenario modeling, and third party partners.

The Associate Product Manager for the calculations team will work with the lead product manager and other teammates to help identify customer needs, maintain a product roadmap and vision, define and track success metrics, and facilitate cross-functional collaboration.

What You’ll Do

  • Support the Lead PM and the team by contributing to story writing, roadmap planning, agile scrum ceremonies, understanding user needs, and collaborative solutioning
  • Help maintain the Jira backlog, write documentation, respond to support requests, collect usage data, perform QA, and triage bugs
  • Help build a visionary product roadmap by translating inputs from the entire product landscape (user needs, business goals, competitive position, technology, usage data) into valuable outcomes for users and the business
  • Employ agile thinking and lean practices, such as hypothesis-driven and iterative development, collaborative problem definition, and early and frequent delivery of small increments of larger product goals
  • Track product enhancement ideas, prioritize increments of value delivery, manage the product backlog, define user stories, and specify acceptance criteria
  • Collect qualitative and quantitative data to drive product decisions and plans
  • Define metrics for tracking product usage as well as the success of both the team and the outcomes delivered to users
  • Perform basic project and scrum management
  • Partner with Sales and Marketing to ensure solutions are positioned in the market according to the workflows they are intended to support

Who You Are

  • Eager to work within the Wealth Management space 
  • Hold a Bachelor’s degree or equivalent experience in a field related to financial services
  • Interested in the workflows of financial advisors and how they serve their clients
  • Confident with a positive attitude, low ego, and high degrees of ingenuity, resourcefulness, and problem-solving skills
  • Customer-obsessed and empathetic of the user experience; able to present user data that supports, and drives enthusiasm for, the vision, strategies, and goals
  • Excited to “roll up your sleeves” and dive deeply into our users’ most complex problems, 
  • Self-directed and able to work within ambiguity
  • Highly motivated to learn, open to direction, willing to take and apply feedback, and eager to facilitate within and across teams and roles
  • Able to communicate (listen, write, speak), present, and influence effectively

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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

Unfortunately, at this time we cannot accept Colorado applicants.

Questions & answers for this position
  • What is the type of contract for this position?
    The contract for this position is a Full-time contract
  • Is telecommuting possible for this position?
    Yes, telecommuting is possible for this position
About Addepar
Addepar is a wealth management platform specializing in data aggregation, analytics and reporting. Provide clients with a complete, meaningful financial picture and offer better advice with consolidated and unified data. Learn more about Addepar's tail...
Website
Industry
Consulting, Credit
Founded
2009
Size
251-1K employees

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Senior UX Writer
TypeformUX writerFull-time$111,149-$156,213*
Consumer Research
SaaS
251-1K employees
Cloud Computing
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Diversity, Equity, and Inclusion