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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
We are seeking an Integration Product Manager to lead the integrations that power daily operations for Registered Investment Advisors (RIAs). In this role, you will be responsible for the workflows and tools that connect Addepar with key ecosystem partners, primarily focused on Salesforce and Custodial integrations.
You will partner closely with engineering, design, and client experience teams to scale our custodial workflows and evolve our Salesforce integration toward intuitive, self-service onboarding and management. As part of Addepar’s data and AI platform, you will identify and integrate AI-driven capabilities that improve our user experience and workflows. You will engage comfortably with technical teams on API specifications and data discovery and you will focus on guiding feature delivery, crafting and executing on the roadmap, and ensuring measurable outcomes for our RIA clients.
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
- Build a deep understanding of our CRM and Custodial Document workflows, learning how RIAs rely on Addepar’s integration ecosystem for their daily operations.
- Partner with cross-functional engineering, design, and partnership teams to author a clear roadmap focused on Salesforce and key custodian partners.
- Translate high-level business goals into well-defined product requirements, user stories, and acceptance criteria that empower engineering teams to deliver features with confidence.
- Focus on scaling custodial document workflows and enabling self-service onboarding and ongoing integration management for Salesforce users.
- Identify and explore opportunities to integrate AI-driven capabilities into data mapping, setup, and document workflows to simplify the user experience and reduce manual effort.
- Engage comfortably with technical teams during discovery to review API specifications, data schemas, and webhooks to ensure integration viability.
- Monitor key platform health metrics, adoption rates, and client feedback to continuously refine integration performance and stability.
- Engage directly with internal client-facing teams and user feedback channels to identify user pain points and validate feature enhancements.
Who You Are
- Extensive experience in Product Management, navigating the product lifecycle to deliver scalable features, SaaS product, or technical integrations.
- You bring technical literacy and feel comfortable reviewing API specifications and engaging with engineers to support technical discovery.
- You enjoy turning complex backend data flows into intuitive, user-friendly client experiences that save users time and simplify their work.
- You are experienced in leveraging AI technologies to streamline traditional integration workflows.
- You are a creative problem solver who iterates, experiments, and learns from data. You are able to adapt your approach to find the best path forward for your team and the product.
- You collaborate effectively with designers and engineers. You are comfortable discussing technical challenges and design patterns. You thrive in a cross-functional environment where the partnership between Product, Engineering, and Design is key to your success.
- You excel at articulating the why behind every feature. You empower stakeholders and go-to-market partners with the narrative they need to effectively communicate value to our clients.
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 ta-operations@addepar.com.