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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
The Role
Addepar is seeking a Partnerships Product Manager to join our Product Management organization and lead the strategic vision, technical execution, and ongoing governance of Addepar’s external technology partner ecosystem. In this role, you will ensure that every external technology partnership tightly aligns with Addepar’s overarching product and platform strategy enabling Addepar to become the operational hub where the most valuable work takes place. The role will report directly to Addepar’s Head of Product.
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
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 $178,000 - $223,000 (base salary) + 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
Strategic & Commercial Alignment
- Align every partnership initiative directly with Addepar’s core product strategy, ensuring integrations and overall partnerships strengthen platform stickiness rather than creating disparate feature forks.
- Deliver skilled relationship management in navigating external political organizations and influence external partners to prioritize development on the partner side to unblock additional integration capabilities or make exceptions to policies, such as restrictive rate limits or no-AI usage clauses.
- Drive commercial value creation by prioritizing partnerships that increase partner-attached ARR, expand distribution channels, improve retention, and optimize gross margins.
- Define and measure key value of the product partnerships in health and financial metrics, including partner adoption and co-selling impact.
Data Sovereignty, Security & Governance
- Ensure data governance, zero-trust security frameworks, and granular access controls across all integration points to prevent data leakage and protect proprietary client data.
- Ensure Addepar maximises ownership of the client and data experience by ensuring third-party tools and_data are available within the Addepar platform.
- Establish clear data-sharing protocols and audit mechanisms with external technology partners.
Partner Productization, Enablement & Operational Alignment
- Lead product discovery and solution design for strategic partnerships, working with clients, partners, design, engineering, and internal product teams to understand user workflows, identify the highest-value integration points, and iterate on the target experience—from early concepts and workflow diagrams through requirements and implementation.
- Lead cross-functional alignment across Legal, InfoSec, Compliance, and Commercial teams to establish streamlined, institutional-grade risk assessment and deal-structuring workflows.
- Establish standards, scalable and repeatable processes and patterns for how we partner from a commercial and engagement perspective.
- Work with key stakeholders to design, scale and support partner onboarding pathways, including collaborating to build out self-serve developer portals, robust sandbox environments, standardized API/SDK documentation, and client onboarding partner platform.
- Serve as the primary technical and strategic interface for external partner product and engineering leadership.
Work proactively and collaboratively with services partnership program peers residing outside the product organization.
Market Scanning & Product Advisory
- Proactively scan the financial services, wealthtech, and fintech landscapes to identify emerging technologies, disruptive providers, and potential strategic co-innovation opportunities.
- Act as an internal advisor to domain Product Managers across Addepar, conducting build-vs-buy analyses, integration feasibility assessments, and ecosystem dependency reviews for core features.
Role Requirements & Qualifications
- Experience: 5+ years in Product Management within B2B SaaS, specifically focused on financial technology, wealth management, banking software, or complex enterprise API platforms.
- Technical Acumen: Strong understanding of modern web architectures, RESTful APIs, webhooks, data schemas, security protocols (OAuth, SOC2), and developer ecosystem tooling.
- Data Strategy & Security Focus: Familiarity with financial data privacy regulations, data sovereignty requirements, and secure entitlement frameworks.
- Cross-Functional Execution: Proven track record of navigating complex internal alignment across Legal, Security, Finance, and GTM functions while negotiating win-win commercial/technical structures with external partners.
- Domain Knowledge: Deep understanding of the financial services ecosystem (e.g., core banking, ledger systems, custodians, market data vendors, KYC/AML platforms).
- Strategic Thinking: Ability to evaluate build vs. buy vs. partner choices using data-driven frameworks and map them to executive-level product and commercial goals.
Core Performance Metrics (KPIs)
- Commercial Impact: Partner-driven ARR growth, deal attachment rates, and ecosystem customer retention.
- Platform Security & Experience: Zero data exposure/leakage incidents and adherence to native platform UX design standards.
- Partner Velocity & Onboarding Efficiency: Decreased cycle time from partner execution to live, active platform integration.
- Ecosystem Usage: API call throughput, monthly active users (MAU) on partner connectors, and technical uptime/reliability.
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.
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