Staff Product Manager

Role Description

We are seeking a Staff Product Manager to lead Addepar’s Files Platform . Files touch nearly every workflow at Addepar:

• Client reporting
• Alternatives document lineage
• Collaboration with external parties like tax advisors
• Audit trails for sophisticated global firms

As we serve more large RIAs, family offices, banks, and alternatives-heavy institutions, how we manage documents becomes a core differentiator for client trust and platform value.

We're replatforming our file management experience onto an enterprise content partner (Box), creating a foundation for stronger search, metadata, permissions, sharing, and workflow capabilities. This role owns what comes next:

• Taking that foundation and turning it into an intelligent document workflow layer that serves clients, internal teams, and downstream product surfaces.
• Shaping commercial and technical strategy around a major partner integration.
• Defining how capabilities like document summarization, auto-classification, content-based search, and workflow automation can enhance file management for enterprise users.
• Owning product strategy and execution across migration completion, platform buildout, and roadmap definition.

This is a cross-functional role that requires aligning engineering, design, security, legal, and client-facing teams around a shared vision for how files work at Addepar.

Qualifications

• 7+ years of Product Management experience or equivalent industry expertise in fintech, SaaS, enterprise software, data platforms, workflow products, document management, collaboration tools, or infrastructure-heavy product areas.
• A track record of owning product strategy and execution end-to-end, from discovery through launch, adoption, and measurable outcomes.
• A strong systems thinker comfortable with technically complex products involving APIs, permissioning, metadata, search, migrations, integrations, and data models.
• A clear and persuasive communicator who simplifies complexity and builds alignment across teams.
• Deeply customer- and workflow-oriented, with empathy for users who depend on files.
• Ability to make sound build-vs-buy/partner decisions and articulate tradeoffs to internal stakeholders.
• Commercially thoughtful, connecting Files Platform investments to client adoption, retention, and future monetization opportunities.
• Interested in the future of intelligent document workflows, including AI, metadata, search, classification, summarization, and workflow automation.
• Thrives in complex, high-ownership environments with both near-term execution and long-term platform strategy.

Requirements

• Own product strategy end-to-end for the Files Platform, from migration completion through next-generation search, metadata, sharing, workflow, and API capabilities.
• Drive product discovery across user groups and translate findings into a prioritized roadmap.
• Align multiple product and engineering teams around a unified Files vision.
• Own the roadmap for a substantial product area, balancing various needs and opportunities.
• Deliver a modern files experience with improvements to file search, filtering, sharing, and workflows.
• Make build-vs-partner decisions regarding content platform capabilities.
• Abstract common document workflow needs into reusable platform capabilities.
• Build intelligent document capabilities with appropriate enterprise controls.
• Own migration and adoption outcomes, ensuring minimal disruption for clients.
• Define success metrics and communicate progress to leadership.
• Influence senior stakeholders across various teams, making tradeoffs as needed.

Benefits

• Competitive salary range: $142,000 - $223,000 (base salary) + bonus + equity + benefits.
• Salary determined based on role, skills, experience, qualifications, work location, and market conditions.
• Recruiter will provide specific salary range for preferred location during hiring process.