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Staff Product Manager (Files Platform)

Addepar

full-remoteleadproduct-managementengineering-management Full remote Today via WTTJ

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Tags

Product ManagementProduct DiscoveryRoadmapAPI DesignMetadataSearchWorkflow AutomationIntelligent DocumentsPermissioningBuild vs Buy

About the role

Role overview

Addepar is hiring a Staff Product Manager (Files Platform) to lead the product strategy and execution for its Files Platform. You will oversee a replatforming effort for file management, define a path for intelligent document capabilities, and drive migration and adoption outcomes across multiple teams.

Responsibilities

  • Own product strategy and execution for the Files Platform, including:
    • Migration completion
    • Next-generation search
    • Metadata, sharing, workflows
    • API capabilities
  • Lead product discovery with multiple user groups (advisors, operations, end clients, API consumers, and internal teams) and translate findings into a prioritized roadmap.
  • Align product and engineering teams around a unified vision to build a true files platform delivering value across Addepar solutions (e.g., reports, portal, alternatives, ADM, and more).
  • Drive successful cross-functional execution to ensure measurable adoption and outcomes.

Requirements

  • Strong judgment on build vs. buy/partner decisions and ability to explain tradeoffs to stakeholders.
  • Commercially minded: connect Files Platform investments to client adoption, retention, expansion, operational efficiency, partner strategy, and monetization.
  • Interest in intelligent document workflows, including AI, metadata, search, classification, summarization, and workflow automation.
  • Deep customer and workflow empathy across user types (advisors, end clients, operations, API consumers, and external collaborators like tax advisors/auditors).
  • Persuasive communication that simplifies complexity and builds alignment across product, engineering, design, security, legal, and go-to-market.
  • Systems thinking for technically complex platforms involving APIs, permissioning, metadata, search, migrations, integrations, and data models.
  • 7+ years of product management experience (or equivalent in fintech/SaaS/enterprise software/data platforms/workflow/document management/infrastructure-heavy products).
  • Proven ability to own product strategy and execution end-to-end (discovery → launch → adoption → measurable outcomes), with a data-driven and impact-oriented approach.

Nice-to-haves

  • Experience in enterprise document management / collaboration workflows or data-platform style products with heavy integration and permissioning needs.

About Addepar

Addepar is a fintech platform that helps advisors and enterprises manage investments and deliver insights. The company builds data-intensive software products and services, including tools that support document and workflow capabilities for clients and operations.

Scraped 8/5/2026