Sr. Product Manager - Advisor Experience
Addepar · Remote · New York, United States · 11h ago
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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
We are seeking a Senior Product Manager to lead and shape Addepar’s Advisor experience for Registered Investment Advisors (RIAs). In this role, you will own the surface area, features, and capabilities designed specifically to empower wealth managers to acquire, retain, and advise their end-clients across web and mobile platforms.
You will analyze early user feedback and adoption metrics to establish and execute a clear long-term roadmap. Sitting at the intersection of integrated ecosystem tools, like CRMs, Addepar data and technology, and AI, you will leverage artificial intelligence to turn platform data into tailored, context-aware insights for individual clients. Partnering closely with engineering, product design, user research, and client-facing teams, you will build and refine the tools and workflows that simplify daily operations for advisors.
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
- Build a deep understanding of the Advisor persona within the RIA segment, learning how their daily workflows connect across the broader Addepar platform.
- Collaborate with cross-functional partners and stakeholders to author a long-term product direction across mobile and web surfaces.
- Partner closely with AI and engineering teams to refine AI-powered insights, ensuring they are tailored and contextually relevant for financial advisors.
- Translate high-level business goals into clear, detailed requirements, user stories, and acceptance criteria that empower engineering teams to deliver with confidence.
- Monitor key adoption and engagement metrics to evaluate feature performance, refine workflows, and continuously elevate the Advisor experience.
- Articulate the core purpose and value behind each product initiative, ensuring go-to-market teams are equipped to drive client success.
Who You Are
- You have 5 or more years of experience in Product Management. You have navigated the full lifecycle, from launching new applications and features from the ground up to scaling and optimizing established products.
- You have practical experience incorporating AI/ML capabilities into workflow applications to deliver personalized user outcomes and streamline routine tasks.
- You have prior experience in wealth management, fintech, or the RIA ecosystem, experience working with front-office wealth advisors is a plus.
- You thrive in the cross-functional partnership across Product, Design, Engineering, and Client Success to solve complex problems and deliver intuitive user experiences.
- You balance qualitative user insights with quantitative analytics to prioritize effectively, make sound decisions, and adapt your approach as new evidence emerges.
- You excel at articulating the why behind every feature. You empower stakeholders and go-to-market partners with the narrative they need to effectively communicate value to our clients.
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 this role within the United States.
Compensation for this role includes 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.
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.