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Who We Are
Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 850 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 tech and data platform 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 $4 trillion in assets. 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 30 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, Chicago, London, England, Edinburgh, Scotland and Pune, India.
*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The Role
Addepar seeks a dedicated and dynamic Integrations Product Manager to join our Platform Experience Group. Integral to Addepar's ethos as an open platform, this role will empower our clients to create their own preferred stack, while ensuring a first-class user experience. With a strong background in Salesforce, the chosen candidate will support the strategy and execution of integrating our wealth management platform with various external systems. The role is instrumental in delivering a customizable, efficient, and scalable platform that empowers our clients to make informed investment decisions.
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. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $109,000 - $204,000 + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What You’ll Do
- Drive the integration of Addepar's platform with external systems, beginning with Salesforce.
- Collaborate with cross-functional teams to collect requirements and help define the product roadmap.
- Drive innovation with our partners and integrations
- Work closely with engineering teams to ensure timely and resource-efficient product delivery.
- Conduct user acceptance testing for each integration to ensure product functionality and efficiency.
- Collaborate with team members and clients on product status, key issues, and launch plans.
- Regularly collect feedback to improve and expand our integration offerings.
Who You Are
- Bachelor's Degree in Computer Science, Business, or an equivalent.
- Demonstrated ability as a Product Manager, ideally in a software or technology company.
- Experience with Salesforce, including a comprehensive understanding of its functionality and integration capabilities.
- Salesforce Certified Administrator or Salesforce Certified Platform Developer certifications are preferred.
- Experience with other CRM, ERP, or financial software is a plus.
- Strong communication, collaboration and problem solving skills
- Knowledge of the wealth management or financial services industries is beneficial.
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.
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.
Questions & answers for this position
- What is the type of contract for this position?The contract for this position is a Full-time contract
- What's the salary range for the Integrations Product Manager - Salesforce Specialist position?The suggested salary for this position is $109,000-$204,000
- Is telecommuting possible for this position?Yes, telecommuting is possible for this position
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