Staff Technical Program Manager

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 and São Paulo. The Role We are currently seeking a highly skilled Staff Technical Program Manager (TPM) to join the RD Operations (RD Ops) team at Addepar. RD Ops serves as an internal shared services team for coordinating, supporting, and optimizing how teams work within the RD organization. The team’s mandate includes the following: Operationalize standards for the efficient execution of Initiative management Streamline the process for how work gets into the RD Planning pipeline to lay the path for OKR fulfillment Provide guidance and governance on best practices for teams through standards and processes Surface RD data in analysis and reporting Administer configuration of systems operations utilized by the RD organization This Staff TPM will play a critical role in leading large-scale, high-impact, cross-functional RD initiatives within our Product and Engineering teams. You will lead all aspects of programs and coordinate the work to be executed by the project team to ensure milestones are delivered and will surface and drive resolution to issues and blockers by clarifying assumptions. You will lead with a risk-based approach to initiative management by enabling RD teams to manage their own risks. You will provide analytical insight and foresight to help shape long-term strategy, and drive planning and prioritization for RD teams. You will work closely with senior leadership and key stakeholders to provide transparency, manage escalations, and drive business outcomes. Reasons to join our team: A team culture that values ownership, transparency, collaboration, and creativity Opportunity to drive the highest impact initiatives in RD Define “how we program manage” at Addepar Do you enjoy the ability to work and build your career in an exciting, fast-growing environment? If so, you’ll fit in with our open and inclusive culture that is disrupting the wealth management and financial services industry. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Drive a portfolio of high-priority RD Initiatives, including the creation and management of detailed plans and artifacts Lead strategic and tactical weekly cross-functional technical delivery forums across Product, Engineering, Risk and other key stakeholders, as well as monthly Steering Committee forums (SteerCos) with senior leadership Develop strong partnerships with cross-functional teams to drive progress, facilitate collaboration, and remove obstacles Identify program risks and establish escalation process for facilitating “Return to Green” plan for initiatives that are off-track Flex technical expertise and emotional intelligence to align discussions to business outcomes; influence strategy and trade-off decisions to optimize impact and time-to-market Coordinate, design, and implement improvements to the quarterly RD-wide Planning process Establish program management standards and best practices, including systems and tools Create a collaborative environment that values transparency, learning, efficiency, and creativity Standardize JIRA use and operating metrics across teams to drive consistent telemetry, while building v ... (truncated, view full listing at source)