Technical Product Manager

About the position

As a Business Architect on our Trading team, you will be a key driver in aligning business strategy, product development, and technology execution. You will ensure our trading and rebalancing solutions meet market demands and industry best practices. Collaborating with product management, engineering, sales, and client management, you will define scalable architecture and business processes to foster innovation and efficiency.

Responsibilities

• Define the business architecture for Trading Rebalance, ensuring alignment with Addepar's overall product vision
• Establish a scalable framework for portfolio rebalancing, tax optimization, compliance rules, and trade execution
• Collaborate with leadership to prioritize strategic initiatives, market demands in trading solutions
• Analyze existing trading workflows, rebalancing algorithms, and order management systems, identifying gaps and areas for efficiency improvements
• Ensure trading solutions comply with SEC, FINRA and other global trading regulations as applicable
• Develop risk management frameworks for order execution, trade compliance, and tax-aware rebalancing
• Act as a subject matter expert influence and drive product roadmap decisions and align our engineering and design resources with those outcomes
• Partner with our design teams to implement innovative, industry-leading workflows that empower our clients with powerful solutions
• Work with third-party execution platforms, custodians, and brokerage integrations to enhance Addepar's trading capabilities

Requirements

• 10+ years in business architecture, product strategy, or trading technology within WealthTech, FinTech, or asset management
• Deep understanding of portfolio management, order management systems (OMS), and rebalancing algorithms
• Prior experience with multi-asset trading, fractional shares, tax-loss harvesting, and direct indexing
• Strong knowledge of FIX protocols, API-driven trading, and execution platforms
• Familiarity with Java, SQL cloud technologies
• Ability to communicate complex concepts to engineering, product, and business teams
• Strong problem-solving and strategic thinking abilities
• Experience in stakeholder management and cross-functional collaboration
• Experience with WealthTech platforms

Benefits

• Base salary range of $142,000 - $223,000
• Bonus
• Equity
• Benefits