Staff Product Manager, Files Platform

About this role

Who We Are 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.

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role 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, and 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.

On the platform side, you'll shape commercial and technical strategy around a major partner integration, deciding where Addepar should leverage vendor capabilities versus where we build differentiated product, workflow, and API surfaces. On the intelligence side, you'll define how capabilities like document summarization, auto-classification, content-based search, and workflow automation can make file management meaningfully smarter for enterprise users while maintaining the auditability and permissioning controls they require.

You'll own 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. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S.