Staff Product Manager, Files Platform

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Staff Product Manager will lead the Files Platform, focusing on enhancing document management and workflow capabilities to serve clients and internal teams effectively.

Responsibilities:

• 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 (advisors, operations, end clients, API consumers, internal teams) and translate findings into a prioritized roadmap
• Align multiple product and engineering teams around a unified Files vision, building a true platform that delivers value across Addepar solutions including reporting, Portal, Alternatives, ADM, and more
• Own the roadmap for a substantial product area, balancing migration / parity work, urgent client needs, platform foundations, technical dependencies, compliance requirements, partner capabilities, and longer-term strategic opportunities
• Deliver a modern files experience with improvements to file search, filtering, sharing, metadata organization, and high-volume upload/download workflows
• Make build-vs-partner decisions, determining where Addepar should leverage our content platform partner versus where we need differentiated product, workflow, or data capabilities
• Abstract common document workflow needs from downstream teams (reporting, Portal, Alternatives, ADM) into reusable platform capabilities that accelerate product velocity across Addepar
• Build intelligent document capabilities like summarization, auto-classification, content-based search, and workflow automation with appropriate enterprise controls around permissioning and auditability
• Own migration and adoption outcomes, ensuring clients move to the new platform with minimal disruption and clear value unlocks
• Define success metrics (adoption, search effectiveness, API usage, migration progress, support volume, client satisfaction) and communicate progress to leadership
• Influence senior stakeholders across Product, Engineering, Design, Security, Legal, Operations, and Client Success, making tradeoffs across user needs, technical constraints, compliance, and commercial value

Requirements:

• 7+ years of Product Management experience, or equivalent industry / subject matter 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. You are data-driven and impact-oriented
• A strong systems thinker comfortable with technically complex products involving APIs, permissioning, metadata, search, migrations, integrations, and data models
• A clear and persuasive communicator; you simplify complexity and build alignment across product, engineering, design, security, legal, and go-to-market
• Deeply customer- and workflow-oriented, with empathy for the full range of users who depend on files: advisors, end clients, operations teams, API consumers, and external collaborators like tax advisors and auditors
• Ability to make sound build-vs-buy/partner decisions and articulate the tradeoffs to a diverse range of internal stakeholders
• Commercially thoughtful, with the ability to connect Files Platform investments to client adoption, retention, expansion, operational efficiency, partner strategy, and future monetization opportunities
• Interested in the future of intelligent document workflows, including how AI, metadata, search, classification, summarization, and workflow automation can make enterprise file systems more useful, secure, and actionable
• Thrives in complex, high-ownership environments where the work involves both near-term execution and long-term platform strategy across multiple teams and stakeholder groups