Senior Product Manager (Advisor Experience)

Addepar, Inc.; New York (NY); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Equity

Global hybrid work

Flexible time off

Medical, dental & vision

Learning & development allowance

Dynamic team

Job summary

Addepar, Inc. is seeking a Senior Product Manager to shape the Advisor experience for Registered Investment Advisors (RIAs).

You will own the surface area, features, and capabilities to empower wealth managers to acquire, retain, and advise end-clients across web and mobile platforms. You will translate high-level business goals into detailed user stories, collaborate with cross-functional teams, and monitor adoption metrics to continually elevate the Advisor experience.

Qualifications

• 5+ years of experience in Product Management.
• Hands-on experience applying AI/ML to workflow apps for personalized user outcomes.
• Ability to translate business goals into detailed user stories and acceptance criteria.

Responsibilities

• Own the Advisor surface area, features, and capabilities for RIAs across web and mobile.
• Analyze early user feedback and adoption metrics to define and execute a long-term roadmap.
• Collaborate with Engineering, Design, User Research, and Client Success to refine tools and workflows for advisors.

Skills

Product management

AI/ML in workflows

Cross-functional collaboration

Requirements writing

RIA/wealth management knowledge

Job description

• 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
• 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

Benefits

• Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
• Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
• Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
• Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
• Learning & Development Allowance: Your continued growth and development are important to us
• Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

You balance qualitative user insights with quantitative analytics to prioritize effectively, make sound decisions, and adapt your approach as new evidence emergesYou thrive in the cross-functional partnership across Product, Design, Engineering, and Client Success to solve complex problems and deliver intuitive user experiencesYou 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 productsYou have practical experience incorporating AI/ML capabilities into workflow applications to deliver personalized user outcomes and streamline routine tasksYou 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 clientsYou have prior experience in wealth management, fintech, or the RIA ecosystem, experience working with front-office wealth advisors is a plus