Sr. Product Manager - Reporting & Dashboards

Addepar•New York, NY

5d•$178,000 - $223,000

About The Position

Addepar is seeking a Senior Product Manager to lead their Reporting & Dashboards platform. This role is responsible for the success of the workflows and tools clients use to analyze performance internally via customizable dashboards and craft compelling reports for end-clients within Addepar. Dashboards and Reporting are key workflows for wealth managers to monitor portfolio performance, manage daily operations, and communicate insights. The Product Manager will shape the strategic vision and roadmap for how firms build, customize, and deliver both internal dashboards and client-facing reports at scale. This role involves partnering closely with cross-functional teams to ensure the platform is intuitive, reliable, and empowers clients to turn complex financial data into clear, compelling narratives. The Product Manager will guide the next evolution of analytics and reporting tools by reimagining traditional workflows and leveraging AI-powered capabilities to deliver a modern user experience.

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.
Experience developing or guiding reporting tools, data visualization capabilities, or content generation workflows.
Experienced in leveraging AI technologies to transform traditional workflows, move past legacy processes, and elevate user productivity.
Creative problem solver who iterates, experiments, and learns from data.
Able to adapt approach to find the best path forward for your team and the product.
Collaborates effectively with designers and engineers.
Comfortable discussing technical challenges and reporting design patterns.
Thrives in a cross-functional environment where the partnership between Product, Engineering, and Design is key to success.
Excels at articulating the why behind every feature.
Empowers stakeholders and go-to-market partners with the narrative they need to effectively communicate value to clients.
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

Nice To Haves

Prior wealth management or finance experience is not required—a strong foundation in reporting tool mechanics and user workflows is what matters most!

Responsibilities

Build a deep understanding of the Reporting & Dashboards platform in terms of its users, workflows, and business value, and how it connects to the broader Addepar platform.
Own and evolve the Dashboards experience, enabling firms and individual users to customize views, surface real-time portfolio insights, and connect seamlessly into broader Addepar workflows.
Collaborate with cross-functional partners and stakeholders to author a clear 12–18 month roadmap that supports a seamless reporting experience across Addepar.
Translate high-level business goals into clear, detailed requirements, user stories, and acceptance criteria that empower engineering teams to deliver with confidence.
Explore and integrate AI-driven capabilities into reporting including reimagining traditional report creation to help advisors synthesize insights, generate narrative commentary, provide summaries, and automate reporting tasks.
Utilize user research and analytics to advocate for our users, ensuring a data-driven approach to the reporting roadmap and backlog.
Partner closely with engineering, design, and user research partners to build and ship high-quality features that make template creation and report generation intuitive and reliable.
Advocate for reporting design patterns and clean data visualization that make full use of Addepar’s engine capabilities, ensuring reports look modern, polished, and easy to read.
Monitor key reporting platform performance metrics, such as generation speed, feature engagement and adoption, and client satisfaction.
Engage with user research, client feedback channels, and internal support teams to quickly identify user pain points, refine workflows, and continuously elevate the reporting experience.