- We are seeking an Integration Product Manager to lead the integrations that power daily operations for Registered Investment Advisors (RIAs). In this role, you will be responsible for the workflows and tools that connect Addepar with key ecosystem partners, primarily focused on Salesforce and Custodial integrations
- You will partner closely with engineering, design, and client experience teams to scale our custodial workflows and evolve our Salesforce integration toward intuitive, self-service onboarding and management. As part of Addepar’s data and AI platform, you will identify and integrate AI-driven capabilities that improve our user experience and workflows
- You will engage comfortably with technical teams on API specifications and data discovery and you will focus on guiding feature delivery, crafting and executing on the roadmap, and ensuring measurable outcomes for our RIA clients
- Build a deep understanding of our CRM and Custodial Document workflows, learning how RIAs rely on Addepar’s integration ecosystem for their daily operations
- Partner with cross-functional engineering, design, and partnership teams to author a clear roadmap focused on Salesforce and key custodian partners
- Translate high-level business goals into well-defined product requirements, user stories, and acceptance criteria that empower engineering teams to deliver features with confidence
- Focus on scaling custodial document workflows and enabling self-service onboarding and ongoing integration management for Salesforce users
- Identify and explore opportunities to integrate AI-driven capabilities into data mapping, setup, and document workflows to simplify the user experience and reduce manual effort
- Engage comfortably with technical teams during discovery to review API specifications, data schemas, and webhooks to ensure integration viability
- Monitor key platform health metrics, adoption rates, and client feedback to continuously refine integration performance and stability
- Engage directly with internal client-facing teams and user feedback channels to identify user pain points and validate feature enhancements
Benefits
- Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance: Your continued growth and development are important to us
- Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
You collaborate effectively with designers and engineers. You are comfortable discussing technical challenges and design patterns. You thrive in a cross-functional environment where the partnership between Product, Engineering, and Design is key to your successYou enjoy turning complex backend data flows into intuitive, user-friendly client experiences that save users time and simplify their workExtensive experience in Product Management, navigating the product lifecycle to deliver scalable features, SaaS product, or technical integrationsYou are experienced in leveraging AI technologies to streamline traditional integration workflowsYou are a creative problem solver who iterates, experiments, and learns from data. You are able to adapt your approach to find the best path forward for your team and the productYou bring technical literacy and feel comfortable reviewing API specifications and engaging with engineers to support technical discoveryYou excel at articulating the why behind every feature. You empower stakeholders and go-to-market partners with the narrative they need to effectively communicate value to our clients
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Senior Product Manager (Integrations) employer: Addepar, Inc.
Addepar is an exceptional employer, offering a dynamic work environment in London where innovation thrives. With a strong commitment to employee growth and collaboration, team members are empowered to take ownership of their projects while contributing to cutting-edge AI solutions that transform the wealth technology landscape. The company fosters a culture of inclusivity and continuous learning, ensuring that every employee feels valued and supported in their professional journey.
