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Salary: USD 178,000 - 223,000 / annual
Addepar is a global data and AI platform serving investment professionals, with over 1,400 firms managing nearly $9 trillion in assets across 60 countries. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment workflows, integrating with 650+ software and data partners.
As Senior Product Manager for Reporting & Dashboards, you will own the strategic vision and roadmap for how wealth management firms build, customize, and deliver internal dashboards and client-facing reports at scale. This is a core workflow for portfolio performance monitoring, daily operations management, and client communication.
Key responsibilities include:
- Building deep understanding of the Reporting & Dashboards platform, its users, workflows, and business value within the broader Addepar ecosystem
- Owning the dashboards experience to enable firms and users to customize views, surface real-time portfolio insights, and integrate seamlessly into Addepar workflows
- Authoring a clear 12–18 month roadmap in collaboration with cross-functional partners and stakeholders
- Translating business goals into detailed requirements, user stories, and acceptance criteria for engineering teams
- Exploring and integrating AI-driven capabilities into reporting, including narrative generation, insight synthesis, and task automation
- Leveraging user research and analytics to drive data-informed roadmap and backlog decisions
- Partnering with engineering, design, and user research to ship high-quality features that make template creation and report generation intuitive and reliable
- Advocating for modern reporting design patterns and clean data visualization
- Monitoring key platform metrics: generation speed, feature engagement, adoption, and client satisfaction
- Engaging with user research, client feedback channels, and support teams to identify pain points and continuously improve the reporting experience
You bring 5+ years of product management experience, ideally in financial services, analytics, or enterprise SaaS. You excel at cross-functional collaboration, translating complex requirements into clear product direction, and leveraging data to drive decisions. Experience with AI/ML integration, data visualization, or reporting platforms is a plus.
