Partnerships Manager

Overview

Lead the strategic vision, technical execution, and ongoing governance of Addepar's external technology partner ecosystem, aligning every partnership with the core product and platform strategy.

What you'll do

• Align every partnership initiative directly with Addepar's core product strategy, ensuring integrations strengthen platform stickiness rather than creating disparate feature forks.
• Manage relationships with external partner organizations and influence partners to prioritize development that unblocks additional integration capabilities or makes exceptions to policies, such as restrictive rate limits or no-AI usage clauses.
• Drive commercial value creation by prioritizing partnerships that increase partner-attached ARR, expand distribution channels, improve retention, and optimize gross margins.
• Define and measure key value of product partnerships in health and financial metrics, including partner adoption and co-selling impact.
• Ensure data governance, zero-trust security frameworks, and granular access controls across all integration points to prevent data leakage and protect proprietary client data.
• Ensure third-party tools and data are available within the Addepar platform so Addepar maximizes ownership of the client and data experience.
• Establish clear data-sharing protocols and audit mechanisms with external technology partners.
• Lead product discovery and solution design for strategic partnerships, working with clients, partners, design, engineering, and internal product teams from early concepts and workflow diagrams through requirements and implementation.
• Lead cross-functional alignment across Legal, InfoSec, Compliance, and Commercial teams to establish streamlined, institutional-grade risk assessment and deal-structuring workflows.
• Establish standards, scalable and repeatable processes, and patterns for how Addepar partners from a commercial and engagement perspective.
• Work with key stakeholders to design, scale, and support partner onboarding pathways, including self-serve developer portals, robust sandbox environments, standardized API/SDK documentation, and a client onboarding partner platform.
• Serve as the primary technical and strategic interface for external partner product and engineering leadership.
• Work proactively and collaboratively with services partnership program peers outside the product organization.
• Proactively scan the financial services, wealthtech, and fintech landscapes to identify emerging technologies, disruptive providers, and potential strategic co-innovation opportunities.
• Act as an internal advisor to domain Product Managers, conducting build-vs-buy analyses, integration feasibility assessments, and ecosystem dependency reviews for core features.

What you'll need

• 10+ years in Product Management within B2B SaaS, specifically focused on financial technology, wealth management, banking software, or complex enterprise API platforms.
• Strong understanding of modern web architectures, RESTful APIs, webhooks, data schemas, security protocols (OAuth, SOC2), and developer ecosystem tooling.
• Familiarity with financial data privacy regulations, data sovereignty requirements, and secure entitlement frameworks.
• Proven track record of navigating complex internal alignment across Legal, Security, Finance, and GTM functions while negotiating win-win commercial/technical structures with external partners.
• Deep understanding of the financial services ecosystem (e.g., core banking, ledger systems, custodians, market data vendors, KYC/AML platforms).
• Ability to evaluate build vs. buy vs. partner choices using data-driven frameworks and map them to executive-level product and commercial goals.

Details

• Location: Remote, USA.
• Reports directly to the Head of Product.
• Base salary range: $178,000 – $223,000 USD (base only; bonus, equity, and benefits are additional).