Senior Product Manager, AI-Powered 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

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.