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Salary: USD 142,000 - 223,000 / annual
Addepar is a global data and AI platform serving 1,500+ firms managing nearly $10 trillion in assets across 60 countries. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment and client workflows, integrating with 650+ software, data, and consulting partners.
You will lead and shape Addepar's Advisor experience for Registered Investment Advisors (RIAs), owning the surface area, features, and capabilities designed 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 (CRMs, Addepar data and technology, and AI), you will leverage artificial intelligence to turn platform data into tailored, context-aware insights for individual clients.
Key responsibilities include:
- Build deep understanding of the Advisor persona within the RIA segment and their daily workflows across the Addepar platform
- Collaborate with cross-functional partners and stakeholders to author 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
- 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
You will work closely with engineering, product design, user research, and client-facing teams to build and refine the tools and workflows that simplify daily operations for advisors.
REQUIREMENTS:
- 5+ years of experience in Product Management, with full lifecycle experience from launching new applications and features from the ground up to scaling and optimizing established products
- Practical experience incorporating AI/ML capabilities into workflow applications to deliver personalized user outcomes and streamline routine tasks
- Prior experience in wealth management, fintech, or the RIA ecosystem (experience working with front-office wealth advisors is a plus)
- Ability to thrive in cross-functional partnership across Product, Design, Engineering, and Client Success to solve complex problems and deliver intuitive user experiences
- Balance qualitative user insights with quantitative analytics to prioritize effectively, make sound decisions, and adapt approach as new evidence emerges
- Excel at articulating the why behind every feature and empowering stakeholders and go-to-market partners with compelling narratives
- Must be legally authorized to work in the United States without requiring current or future visa sponsorship
