Addepar

Product Analyst

• Responsible for the Data Import Tool, the primary way clients and partners push data into Addepar via an import Excel add-in
• Support development and rollout of notifications workflow, file management center, and workflow control pane
• Assist lead product manager with researching, defining and scoping new functionality, including producing examples for developers
• Run last-resort support for import tool issues from go-to-market and support teams; update product content to prevent repeated issues
• Perform correctness testing on new import tool enhancements, including validation of import options and intersecting functionality

Product Analyst, Data Imports

Product Adoption Specialist

• Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.
• The Trading Product Adoption Specialist will identify and lead specific initiatives to increase product adoption and focus on retention.
• Work with Trading clients by training them on best practices, developing technical solutions, sharing new features on the product roadmap, and partnering across the organization to understand product gaps.
• Assist Client Management team in deepening client relationships, enable targeted adoption campaigns, and collaborate with Product & Engineering teams to provide critical client feedback.
• Work directly with clients to drive Trading engagements and results (client usage, transactions, and revenues).
• Partner with RIAs, Wealth Management firms, Banks, Trust Companies, and Family Offices to understand their business, with emphasis on portfolio management.
• Engage cross-functionally to communicate product needs and client feedback to appropriate teams.

Trading Product Adoption Specialist

Vice President

• 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.

VP - Product

Chief of Staff

• Act as a Strategic Partner to the CTO
• Drive Forward Critical Initiatives
• Connect Technical Strategy to Execution
• Craft Executive-Ready Communication
• Structure Ambiguity into Action
• Translate abstract ideas into structured workstreams, with clear owners and timelines
• Identify gaps, risks, or fragmentation—and work to bring clarity and cohesion

Product Analyst, Data Imports

Trading Product Adoption Specialist

VP - Product

Chief of Staff - R&D