Senior Product Manager, AI-Driven Dashboards & Reports

Addepar; New York (NY); Hybrid; USD 140,000 - 180,000; Full time

Benefits offered by this job

Equity

Global Hybrid Workforce

Flexible Time Off

Benefits Packages

Learning & Development Allowance

Dynamic Team

Job summary

Addepar seeks a Senior Product Manager to lead its Reporting & Dashboards platform, driving client-facing and internal analytics workflows. You will shape the product vision, roadmap, and user experience for dashboards and reports used by wealth managers and advisors.

You will partner with engineering, design, and research to deliver intuitive, scalable features, leveraging AI capabilities to automate reporting and narrative generation, while ensuring data visualization remains polished and

Qualifications

• 5+ years of experience in product management or a similar role.
• Experience shaping product strategy and roadmaps for analytics tools.
• Familiarity with AI-enabled reporting and narrative generation is a plus.
• Strong ability to translate business goals into clear user stories and acceptance criteria.

Responsibilities

• Own and evolve the Dashboards and Reporting experience with a 12–18 month roadmap.
• Collaborate with engineering, design, and user research to deliver high-quality features.
• Translate high-level goals into detailed requirements and acceptance criteria.
• Lead efforts to integrate AI-driven capabilities into reporting workflows.

Skills

Product management

AI in reporting

Data visualization

Storytelling

Cross-functional leadership

User research

Job description

Addepar seeks a Senior Product Manager to lead its Reporting & Dashboards platform, driving client-facing and internal analytics workflows. You will shape the product vision, roadmap, and user experience for dashboards and reports used by wealth managers and advisors.

You will partner with engineering, design, and research to deliver intuitive, scalable features, leveraging AI capabilities to automate reporting and narrative generation, while ensuring data visualization remains polished and