Sr. Product Manager - Advisor Experience

Addepar•New York, NY

4d•$142,000 - $223,000

About The Position

Addepar is seeking a Senior Product Manager to lead and shape the Advisor experience for Registered Investment Advisors (RIAs). This role involves owning the features and capabilities designed to empower wealth managers in acquiring, retaining, and advising their end-clients across web and mobile platforms. The position requires analyzing user feedback and adoption metrics to establish and execute a long-term roadmap. The Product Manager will work at the intersection of integrated ecosystem tools (like CRMs), Addepar data and technology, and AI, leveraging artificial intelligence to transform platform data into tailored, context-aware insights for individual clients. This role involves close partnership with engineering, product design, user research, and client-facing teams to build and refine tools and workflows that simplify daily operations for advisors.

Requirements

5 or more years of experience in Product Management.
Experience navigating the full lifecycle, from launching new applications and features from the ground up to scaling and optimizing established products.
Practical experience incorporating AI/ML capabilities into workflow applications to deliver personalized user outcomes and streamline routine tasks.
Experience in wealth management, fintech, or the RIA ecosystem.
Experience working with front-office wealth advisors is a plus.
Thrive in cross-functional partnership across Product, Design, Engineering, and Client Success to solve complex problems and deliver intuitive user experiences.
Balance qualitative user insights with quantitative analytics to prioritize effectively, make sound decisions, and adapt your approach as new evidence emerges.
Excel at articulating the why behind every feature.
Empower stakeholders and go-to-market partners with the narrative they need to effectively communicate value to our clients.
Must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship.
Must be authorized to begin work in the U.S. on their first day of employment.

Responsibilities

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.