Senior PM: AI-Driven Dashboards & Reporting

Addepar, Inc.; New York, Northern (NY, KY); Hybrid; USD 178,000 - 223,000; Full time

Job summary

Addepar, Inc. is seeking a Senior Product Manager to lead the Reporting & Dashboards platform. You will own the workflows that analysts and wealth managers use to analyze performance and craft client reports at scale.

You will shape the strategic vision for internal dashboards and client-facing reports, partnering with cross-functional teams to deliver an intuitive, reliable experience enhanced by AI capabilities.

Qualifications

• 5+ years of experience in Product Management.
• Experience developing reporting tools or data visualization capabilities.
• Experience leveraging AI technologies to transform workflows.
• Strong collaboration with designers and engineers.
• Ability to articulate the why behind every feature.

Responsibilities

• Build a deep understanding of the Reporting & Dashboards platform and its value to users.
• Own and evolve the Dashboards experience with customizable views and real-time insights.
• Define a 12–18 month roadmap spanning reporting across Addepar.
• Translate goals into clear requirements, user stories, and acceptance criteria for engineering.
• Explore AI-driven capabilities to automate reporting and generate insights.
• Advocate for data-driven reporting roadmaps through research and analytics.
• Collaborate with engineering, design, and user research to ship high-quality features.
• Ensure reports are modern, readable, and well-visualized.

Skills

Product management

AI capabilities

Data visualization

Cross-functional collaboration

User storytelling

Job description

Addepar, Inc. is seeking a Senior Product Manager to lead the Reporting & Dashboards platform. You will own the workflows that analysts and wealth managers use to analyze performance and craft client reports at scale.

You will shape the strategic vision for internal dashboards and client-facing reports, partnering with cross-functional teams to deliver an intuitive, reliable experience enhanced by AI capabilities.