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Addepar

VP - Product

Addepar, San Francisco, California, United States, 94199

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Overview Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Addepar’s platform aggregates portfolio, market and client data for over $8 trillion in assets and integrates with more than 100 software, data and services partners. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.

The Role We are seeking a strategic and visionary VP of Product to lead our Product Management function. This leader will be responsible for evolving and accelerating a multi-year product vision that drives business growth, deepens client value, and strengthens Addepar’s position in the fintech ecosystem. Reporting to the Chief Technology Officer, you will be a critical member of the R&D leadership team and a key thought partner to executives across the company.

The role will oversee product teams across multiple domains, including investment data, reporting, workflows, advisor tools, platform infrastructure, and new product innovation. You will ensure that the organization is structured for scale, processes are built for clarity and execution, and product strategy is deeply aligned with business outcomes.

What You’ll Do

Vision & Strategy: Continuously evolve a compelling multi-year product vision aligned with Addepar’s mission and growth strategy

Drive Product Excellence: Establish scalable processes for product planning, roadmapping, and metrics-driven execution

Own the Product Lifecycle: Manage products from concept to MVP to scaled solution, driving toward product-market fit with rigor and agility

Innovation: Foster a culture of continuous innovation by driving ideation from initial concept through MVP and onto scalable solutions

Center on the Client: Embed client research and validation into the product development lifecycle to ensure solutions deliver measurable value

Partner Across Functions: Work closely with Engineering, Design, and Data teams to deliver platform-centric and highly integrated solutions. Align with Go-to-Market teams (Marketing, Sales, and Client Success) to launch and commercialize new offerings

Build the Org: Assess and refine the product org structure, career paths, and leadership layer to support scale and cross-functional collaboration

Develop Talent: Mentor and develop high-performing product managers and leaders, and foster a product culture of accountability, clarity, and ownership

Ensure Market Fit: Stay ahead of industry trends in wealth, asset, and investment management; evolve product direction accordingly

Platform Thinking: Lead with a platform mindset—balancing horizontal scalability with vertical client value

Who You Are

Visionary and strategic, with a proven ability to define and communicate a clear product direction across multiple years and product lines

Proven track record of end-to-end product ownership, from zero-to-one to scaled adoption, with strong attention to achieving product-market fit

Grounded in customer-centric development, integrating user research and validation into product decisions

Deeply fluent in financial systems, with experience in portfolio management, investor workflows, or trading systems. Experience in enterprise fintech, B2B2C platforms, or advisor tools is a plus

Skilled at technical collaboration—comfortable working with engineering and data teams on platform and infrastructure investments

Experienced in go-to-market alignment, partnering closely with commercial teams to launch and scale products successfully

Adept at aligning product strategy to business outcomes—especially around growth, compliance, client retention, and revenue impact

Experienced in building and scaling product organizations, particularly in high-growth or complex environments

A strong people leader with a track record of mentoring talent, creating clarity, and building an empowered, collaborative culture

Requirements

15+ years of experience in product management, with at least 7 years in a senior leadership role

Experience in fintech, ideally in domains like investment platforms, advisor tools, or institutional software

Demonstrated success operating at scale in a high-growth or enterprise environment

Strong business acumen with the ability to connect product execution to business performance

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 aware of a phishing scam involving imposters posing as hiring managers. No job offers will be made without a formal interview process. If you have questions, contact TAinfo@addepar.com.

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