• Translate feature requests, business strategy, and market opportunities into product priorities • Participate in the definition of product strategy and roadmap to deliver value iteratively • Write highly customer-focused specifications and user stories • Create, maintain and prioritize the backlog for AI product items • Assist development teams throughout sprints and manage testing activities with QA engineers • Create and maintain user documentation (offline and online, with a focus on online contextual help) • Collaborate with cross-functional teams to ensure alignment and successful product delivery • Share knowledge with your team • Accountable for the entire lifecycle of the product, from specifications to Production

Role Description For the Product Training Consultant role, we are looking for an operational expert and dedicated teacher who will own the end-to-end education experience from marketing to delivery, driving delight for the learners throughout. Additionally, as a member of a small team, you’ll be trusted to contribute to the overall vision of Addepar Academy and flex your skills to meet the needs of our rapidly iterating organization. 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 current range for this role is: - $68,000 - $106,000 (base salary) + bonus + equity + benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do - Deliver outstanding instructor-led courses and webinars for Addepar clients, prospects, partners, and employees, both virtually and in-person. - Build and collaborate on new training content to equip a variety of different types of Addepar users and employees for success. - Scale the delivery of customer education programs to drive product adoption and usage across the Addepar user community. - Collaborate with the Sales, Marketing, Product, and Services teams to drive attendance at our courses and interaction with our content. - Rapidly incorporate both product updates and client feedback into our course content and course experience. - Manage the logistics required to deliver a top-notch training experience. Qualifications - 1 year of experience using the Addepar platform, OR 2+ years in a software education services role, support, professional services, sales, marketing, or relationship management at a financial services or SAAS Technology company. - Exceptional presentation and facilitation skills. - Strong demonstrated knowledge of the Wealth Management industry. - Ability to tailor messaging about a product’s value proposition to varied audiences. - Capable of working across multiple organizations and fostering cross functional relationships. - Outstanding logistical planning and organizational skills. - Experience managing projects from start to finish. - Excitement to continually learn and grow your knowledge. - Travel required. 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. Company Description Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.

• Define and execute the product roadmap for Enterprise AI spanning GTM and Corporate Functions • Lead cross-functional product development across multiple business domains • Build AI-powered solutions across Sales, Support, and Operations functions • Build AI-powered solutions across Finance, Legal, and HR functions • Leverage the Enterprise AI platform to build agentic solutions • Integrate with enterprise systems to deliver seamless AI experiences • Collaborate with business leaders to understand their strategic priorities and operational challenges • Drive adoption and enablement by working directly with end users and gathering feedback • Measure and communicate impact through clear metrics on productivity gains and efficiency improvements

Role Description As the Senior Director, Product – Commerce Intelligence Platform, you are responsible for defining and leading a strategic product domain that transforms Rithum’s unique commerce network into a scalable, monetizable intelligence platform. You operate at the intersection of product, data, and business strategy—owning the vision, productization approach, and commercialization of data-driven products that deliver measurable client outcomes and drive meaningful revenue growth. - Define and lead the long-term vision and strategy for the Commerce Intelligence Platform, aligned to company growth and revenue objectives. - Establish a differentiated product strategy that transforms data assets into high-value, client-facing offerings. - Translate market opportunities, client needs, and data capabilities into a clear, actionable product roadmap. - Build, launch, and scale monetizable data-driven products across pricing, demand, and channel intelligence. - Define packaging, pricing, and commercialization strategies in partnership with Commercial and Finance teams. - Establish repeatable models for turning data capabilities into scalable, revenue-generating products. - Validate product-market fit and customer willingness to pay through iterative product launches, experimentation, and client feedback. - Define and evolve the productization layer between data infrastructure and client-facing experiences. - Partner closely with Data Engineering to ensure scalable, reliable, and high-quality data assets. - Drive platform strategy to enable extensibility, reuse, and long-term product growth. - Lead through influence across Product, Engineering, Data, Sales, Marketing, and Client teams. - Shape and support go-to-market strategies, including positioning, packaging, and sales enablement. - Act as a key advisor to executive leadership on product strategy, investment priorities, and market opportunities. - Develop deep understanding of client needs across brands, retailers, and commerce channels to inform product direction. - Ensure products deliver measurable business outcomes and clear ROI for clients. - Drive adoption and usage of intelligence products through strong alignment with client and commercial teams. - Embed AI into product strategy to enhance insights, automation, and differentiation. - Leverage machine learning and predictive analytics to create competitive advantage. - Drive innovation in how intelligence is generated, delivered, and consumed by clients. Qualifications - 12+ years of experience in Product Management, Strategy, or related roles in SaaS, data platforms, or technology companies. - Proven track record of building and scaling data-driven or platform-based products, including launching new products or product lines. - Demonstrated success delivering revenue-generating products and establishing product-market fit. - Experience defining product strategy, including pricing, packaging, and go-to-market alignment. - Strong cross-functional leadership skills with the ability to influence executive stakeholders and drive alignment across organizations. - Deep understanding of how to translate data assets into client-facing value and measurable business outcomes. Requirements - Bachelor's degree in business, Engineering, Computer Science, or a related field; MBA a plus. - Experience in commerce, retail, marketplaces, or adjacent ecosystems. - Background in top-tier consulting or strategy roles. - Strong financial acumen, including experience building business cases and revenue models for new product investments. - Experience leveraging AI/ML in product development and product strategy. - Track record of building, leading, and mentoring high-performing product teams. - Executive presence with strong communication, storytelling, and influencing skills. - Experience using AI tools (ChatGPT, Copilot, Claude, etc.) to accelerate and elevate your outcomes. Benefits - Medical, dental and vision benefits: Affordable health care plans and company HSA contributions, starting on Day 1. - A 6% 401(k) match. - Competitive time off package with 20 days of Paid Time Off, 9 Company-Paid holidays, 2 paid floating holidays, 7 paid sick days, 2 Wellness days, and 1 Paid Volunteer Day; at 3 years of service PTO increases to 22 days, and at 5 years it increases to 25 days. - 12 weeks primary caregiver leave & 4 weeks secondary caregiver leave. - Accident, critical illness, and hospital indemnity insurance. - Pet insurance. - Legal assistance and identity theft insurance plans. - Life insurance 2x salary. - Access to the Calm app and the Employee Assistance Program. - $65/month Remote work stipend for internet. - Culture and team-building activities. - Tuition assistance. - Career development opportunities. - Charitable contribution match up to $250 per year.