Staff Product Manager, Global Expansion

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. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $142,000 - $223,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. 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. on their first day of employment. WHAT YOU’LL DO * 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 WHO YOU ARE * 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. 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.  In addition to our core values, 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. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com [tainfo@addepar.com].

SoSafe has the ambition to become the leading human risk management provider in Europe. Our award-winning awareness platform triggers behavioural change by providing effective and engaging training and simulations on cybersecurity and data protection. Cybercrime is costing the world >$10 trillion annually and growing by 15% p.a. - we invite you to be part of the solution!" Location Requirement: This role is open to candidates currently based in and legally authorized to work in the UK, Portugal, or Ireland. We are unable to consider applicants outside these locations. Your Mission Your mission is to make SoSafe deployable, trustworthy, and extensible within the enterprise security ecosystem. Security-conscious organisations don't just evaluate our content when they buy — they evaluate our architecture, and they form their first impression through our demos. This role owns the capabilities that determine whether SoSafe passes a procurement security review, whether IT teams can provision thousands of users without friction, whether our platform embeds seamlessly into the tools enterprises already rely on, and whether Sales and Solutions Engineering can run compelling, reliable demonstrations that reflect what production actually looks like.. You will own SoSafe's enterprise control plane: user provisioning and management, identity authentication, access governance, platform extensibility, and the demo infrastructure behind our go-to-market motion. These directly drive deal velocity, customer retention, and platform growth. This is a high-impact, commercial role at the intersection of product strategy, enterprise sales, and technical architecture — you'll set the direction for capabilities that determine whether enterprise organisations choose, stay with, and expand their use of SoSafe. What You'll Do * Define and communicate the product vision and strategy for SoSafe's platform capabilities to enable exceptional onboarding and long-term customer success: user and identity management, authentication, access control, platform extensibility, and demo infrastructure. * Own the roadmap for enterprise-critical features including SCIM-based user provisioning, SSO/SAML, role-based access control (RBAC), and our external API and integration surface — balancing immediate enterprise requirements with long-term platform scalability. * Own SoSafe's demo infrastructure — the environments, tooling, and configuration management that Sales and Solutions Engineering rely on to run credible enterprise demonstrations. Ensure demo environments are stable, production-representative, easy to provision and reset, and kept current with product releases so that what prospects see reflects what they'll get. * Partner closely with Sales, Solutions Engineering, and Customer Success to understand procurement blockers, security review patterns, and enterprise deployment challenges — and translate these into a roadmap that accelerates deal velocity and reduces time-to-value to deliver commercial impact. * Collaborate with Engineering, Design, Security and Technical Program Management to deliver reliable, compliant platform capabilities that IT and security teams trust to deploy at scale. * Define SoSafe's platform extensibility strategy — the API surface, integration patterns, partner ecosystem, and developer experience that enable customers and technology partners to embed SoSafe into their wider security stack. * Work with Product Marketing and GTM teams to articulate SoSafe's enterprise-readiness story, support pre-sales security reviews, and contribute to RFP responses. * Establish performance metrics for platform capabilities and quantify their impact on enterprise conversion, deployment speed, and expansion. * Ship incrementally, learning from early adopters, and maintaining a high bar for security and reliability throughout. Your Profile * 7+ years of experience in Product Management, ideally in a B2B SaaS business. * Proven track record of owning platform, infrastructure, or enterprise-readiness products with direct commercial impact — such as identity and access management, platform extensibility, integration ecosystems, demo or sandbox infrastructure, or enterprise administration and compliance capabilities. * Conceptual fluency in enterprise authentication and provisioning standards — SSO (SAML/OIDC), SCIM, OAuth, RBAC. You don't build them, but you lead credible technical conversations with engineering teams and security-conscious enterprise buyers. * Proven ability to prioritise outcomes, balancing long-term platform investment against short-term enterprise deal demands. * Strong cross-functional leadership, with experience aligning Engineering, Security, Sales, Legal, and executive stakeholders around a coherent platform strategy. There are a few things that are beneficial, but not essential, for this role: * Experience at a company selling to enterprise security teams or IT buyers, where you've navigated procurement security reviews, compliance requirements, or InfoSec audits. * Hands-on exposure to platform extensibility in practice — API design standards, developer experience, versioning, rate limiting, webhook patterns, or partner ecosystem development. * Hands-on exposure to demo or sandbox environment management — understanding what it takes to keep demo environments stable, data-fresh, and representative of production across rapid release cycles. * Familiarity with the identity provider landscape (Okta, Azure AD, Google Workspace, Microsoft Entra) and how enterprise IT teams integrate SaaS tools into their identity infrastructure. What we offer* * Work/Life balance: Flexible hours, 33 vacation days * Wellbeing and financial support: Access to Open Up, corporate discounts * Connection & community: Virtual events, collaborative team activities, and opportunities for local meet-ups * And the list goes on: Tech equipment, referral bonuses, dog-friendly HQ *Perks and benefits listed above are for full-time employees and may vary slightly by office location. These are just a sample — you'll learn more during the interview process. About Us At SoSafe, we’re on a mission to make the digital world safer by addressing the human factor in cybersecurity. As one of the fastest-growing security awareness scale-ups worldwide, we leverage behavioural science and data-driven learning to empower people against cyber threats. Our Human Risk Management approach helps organisations turn their employees into their strongest line of defence. Backed by leading VCs like Highland Europe and Global Founders Capital, we’re rapidly expanding across the globe. We’re looking for team players who want to drive meaningful change in cybersecurity, take ownership of their work, and grow with us. If you thrive in a vibrant, purpose-driven environment that values innovation, diversity, and collaboration, then this is the place for you!