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Addepar

Cloud-based wealth management data platform

Senior Product Manager - Trading

Product ManagementConfirmed live in the last 24 hours
Full-timePune, Maharashtra, IndiaNo salary listedIn-person

About the Job

Requirements

  • Minimum 5+ years of relevant work experience and education in product management, software development, user workflows, and efficiently leading teams.
  • Fundamental knowledge of finance, trading, and investments, specifically trading for wealth management firms.
  • Ability to communicate finance domain knowledge and problems effectively in person and in writing to internal development and sales teams, clients, and third-party data partners.
  • Ability to partner with engineering to define functional and technical implementations for business problems, including understanding high-level data development concepts, data modelling, and writing and reviewing technical requirements documents.
  • Practical knowledge of agile thinking and lean practices, project management, and the ability to guide teams through project iterations.

Responsibilities

  • Collaborate with other Trading Product Managers and Trading Product Leads to guide the vision for Trading, OMS, and IBOR products.
  • Collaborate with the design team to improve advisor- and trader-facing workflows and build scalable experiences.
  • Execute product vision, implement strategy, and collaborate with a cross-functional team to improve efficiency and productivity.
  • Understand Trading, Rebalancing, and OMS systems used in the US and European wealth management industry, including their users, business value, technical landscape, data, vendors, and relationships to other areas of the Addepar ecosystem.
  • Document and communicate product goals and drive an innovative product roadmap that conveys the team vision and goals to clients.
  • Build consensus with the team to prioritize and define increments of work based on effort, interdependencies, and other relevant criteria.
  • Adjust strategy in response to changing company, business, market, and technical needs.
  • Identify appropriate users, partners, competitors, and market trends to elicit input and draw inspiration.

Desired Qualifications

  • A superpower for identifying appropriate tools, people, and techniques to accomplish objectives.

About the Company

Addepar

Cloud-based wealth management data platform

Addepar offers a cloud-based wealth management platform that consolidates data for data aggregation, analytics, and reporting. It ingests data from custodians, fund administrators, and broker-dealers to present a single, real-time view with tools for performance, risk, scenario modeling, and automated billing, plus a broad API and hundreds of integrations. It specializes in complex, multi-asset and illiquid portfolios (like private equity and real estate) for high-net-worth clients, with pricing based on assets under management. Its goal is to deliver transparent, data-driven insights and an integrated, scalable system that streamlines portfolio oversight and operations for wealth managers.

Company size
1,001-5,000
Company stage
Series G
Total funding
$872.8M
Headquarters
New York City, New York
Founded
2009

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