Staff Product Manager New Edinburgh, UK in Basingstoke

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.

The Role

We are currently seeking a Staff Product Manager to join our organisation as the lead product contributor shaping our Workflow Platform. The Workflow Platform is a foundational infrastructure investment for Addepar, acting as the critical orchestration layer that nearly every major new product initiative relies upon. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Visa sponsorship is not available for this role.

What You’ll Do

• Power Client-Defined Automation: Provide the engine that makes scalable, client-defined automation possible without requiring a bespoke engineering project for each use case.
• Provide the Execution Layer for AI Agents: Build a reliable execution layer that allows our AI assistants to perform long-running, multi-step tasks deterministically without timing out or losing state.
• Prioritize Ruthlessly: Balance immediate stability improvements with long-term strategic architectural changes. Effectively set expectations with stakeholders and keep the team focused on foundational platform commitments.
• Enable Developers and Partners: Define and expand a shared library comprised of atomic, reusable workflow components (e.g., Retrieve Holdings, Validate Data) that eliminate the need to build custom orchestration from scratch.
• Simplify Complex Distributed Systems: Build a shared, composable platform that delivers differentiated value to each persona, while maintaining architectural cohesion and efficiency.
• Ensure Durable Execution: Leverage modern durable execution frameworks (like Temporal) to guarantee applications run to completion despite temporary failures.

Example Impact Areas

• AI Agent Execution: Build the robust infrastructure required for our next generation of AI capabilities, enabling complex, long-running portfolio queries and multi-step automated tasks to run flawlessly.
• Task & Approval Workflows: Launch essential workflow building blocks that address complex Enterprise client requirements, such as maker-checker processes and multi-party report approvals.
• Global Infrastructure & Scalability: Lead the expansion of the Workflow Platform across international regions, unlocking crucial compliance and onboarding workflows for our global client base.
• Client-Defined Orchestration: Release intuitive workflow building capabilities to clients, empowering them to define, customize, and monitor end-to-end process orchestrations directly within Addepar.

Who You Are

• Experience: Extensive product management experience, preferably dealing with developer-facing products, platform infrastructure, or enterprise SaaS.
• Platform Mindset: Understand the difference between building an isolated application and building the foundational platform that powers an ecosystem. Provide developers with the tools and services needed to build end-to-end processes.
• Technical Fluency: Comfortable navigating distributed systems, state machines, and durable execution platforms (experience with Temporal is a major plus). Easily read and review technical requirements with engineering leads.
• Internal Customer Mindset: Service-oriented approach to collaborating with cross-functional teams, aiming to stop other groups from reinventing workflow orchestration and creating duplication across the product suite.
• Structured Thinker: Synthesize complex dependencies across major company-wide initiatives into a clear, prioritized roadmap.
• Clear Communicator: Effectively communicate the status of complex technical initiatives to non-technical stakeholders and leadership.
• Domain Knowledge: Experience working with financial data (custodians, transactions, positions, security masters) or enterprise security/data reconciliation processes is highly valued.

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.

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.