Alternatives Data Management (ADM) Solutions Consultant

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].

About Alpha Alternatives Alpha Alternatives, a part of Alpha Group, is a fast-growing global consulting firm focused on digital and operational transformation in the alternative investment industry—including private equity, real estate, private debt, credit, and infrastructure. We are recognized for our deep domain expertise, innovative thinking, and commitment to delivering exceptional value. Our consultants work alongside clients to solve complex operational and technology challenges in financial services. At Alpha, we believe in empowering client teams to be change agents and driving sustainable transformation through collaboration, insight, and execution excellence. About the Team Our Enterprise Performance Management (EPM) practice enables clients to achieve operational and financial excellence through advanced planning, forecasting, and profitability solutions. Our business model combines the talents of industry leaders and service-delivery experts to help clients achieve operational efficiencies and excellence through structure, process, and technology. We provide project-based services in several key areas, including business consulting, technology solutions, and end-to-end operational improvement. As a partner, our Workiva practice is the highlight of our EPM solutions offerings, and we are looking for experienced Wdata consultants to join our fast-growing team. Role Overview As a Senior Consultant, you will be a lead member of the team delivering reporting automation components of client engagements that identify, design, and implement technology and creative business solutions, financial reporting automation, and process improvement projects. Leading implementation and optimization of Workiva solutions, managing end-to-end project delivery, and ensuring data integrity for reporting outcomes. Responsibilities * Lead implementation and optimization of Workiva solutions, project delivery, and ensure data automation for reporting outcomes. * Lead with identification and formulation of business requirements, functional design, and process design. prototyping, testing, training, and defining support procedures. * Identify gaps or technical debt, and redesign pipelines, tables, and chains for performance, scalability, and maintainability. * Design Scalable Data Architecture * Translate accounting and reporting requirements * Participate through full life cycle implementations. * Lead client workshops for solution design and client education. * Provide mentorship to junior-level staff. Qualifications Required: * A minimum of 3+ years of relevant consulting or relevant functional finance industry experience * Workiva Certified * A minimum of 1 full life cycle Workiva or similar EPM cloud technology implementation * Hands-on functional experience and/or demonstrated proficiency in improvement projects—driving efficient, compliant reporting solutions through technology-enabled implementations, best practice advisory, and strong client collaboration. * Strong Excel literacy * Passion for assessing current processes and systems, identifying opportunities for improvement, and implementing tools and automation to streamline routine tasks. * Results-oriented, motivated, self-starter with an eagerness to learn new skillsets. * Strong desire to excel and gain exposure to multiple industries while further developing your career. * Strong communication skills with the ability to identify improvement opportunities in a client's operating model to execute more effectively.  Preferred / Desired: * Workiva Delivery Certification highly preferred with 1+ years’ experience in management consulting * Experience with Workiva implementations and optimizations within the solution. * Significant hands-on experience implementing Wdata (data tables, data prep, chains, connectors, views, transformations). * Proven experience connecting Wdata into one or more Workiva use cases (e.g., SEC & Management reporting, ESG, Fund reporting). * Data Integration & Architecture Skills -Strong understanding of data modeling, ETL concepts, and relational structures. * Experience integrating ERPs/GLs, subledgers, CRMs, and data warehouses into a central data layer. * Comfort working with SQL, data mappings, and transformation logic. * Ability to think through complex problems and effectively communicate issues and potential solutions to the client and colleagues. * Subject matter expertise in Private Equity, Real Estate, and Financial Services. * Understanding of the other tools, processes, and applications used by Private Equity, Real Estate, and Financial Services firms and their clients Compensation and Benefits * Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning * Flexible working: Work-life balance with flexible schedule * Community events: We offer a range of social events and meetups * 25 days’ holiday in addition to public holidays * Supplemented medical, dental and vision coverage * 401(k) with employer match * Wellness initiatives to promote healthy working, including an allowance for remote working technology * Access to discounted travel, tickets, events, and more through our benefit partner There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $100,000 – $130,000 USD for US based hires and $120,000 – $150,000 CAD for Toronto based hires, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.