Ascent Digital Investments Solution Manager
About The Position
Ascent Private Capital Management is a leading ultra-high-net-worth (UHNW) wealth business delivering sophisticated investment analytics, reporting, and advisory solutions to complex client portfolios. We are seeking a Digital Investment Solutions Manager to lead the strategy and evolution of our core investment technology ecosystem. This role is ideal for a product leader with deep investment expertise, strong digital platform experience, and a passion for turning complex data into actionable insights. This role serves as the product owner for our portfolio reporting platform (Addepar) and help shape a modern, integrated platform experience across advisor- and client-facing digital investment tools.
Requirements
- 7+ years in investment product management, digital product ownership, or investment platform leadership
- Deep experience with Addepar (or similar investment analytics/reporting platforms)
- Strong knowledge of: Portfolio construction and asset allocation, Performance measurement and reporting, Complex investment data structures (multi-entity portfolios, trusts, partnerships)
- Proven ability to own and scale digital platforms in data-intensive environments
- Experience working across integrations, APIs, and multi-platform ecosystems
- Strong analytical mindset with the ability to translate data into clear, actionable insights
- Collaborative leader who thrives in a matrixed organization
Responsibilities
- Own the product lifecycle for Addepar and related platforms on behalf of Ascent —from strategy and roadmap through delivery and adoption
- Define and execute a digital product strategy aligned to advisor workflows and UHNW client needs
- Drive enhancements in investment reporting, portfolio analytics, and data structures
- Partner across Technology, Operations, and Digital teams to optimize data quality, integrations, and platform scalability
- Translate complex investment concepts into intuitive dashboards, tools, and user experiences
- Lead cross-functional delivery in an agile environment, ensuring high-impact product outcomes
- Support advisors in leveraging platforms to enhance client engagement and portfolio storytelling
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
