Sr. Product Manager - Reporting & Dashboards

You have 5 or more years of experience in Product Management. You have navigated the full lifecycle, from launching new applications and features from the ground up to scaling and optimizing established products.

You have experience developing or guiding reporting tools, data visualization capabilities, or content generation workflows. (Prior wealth management or finance experience is not required—a strong foundation in reporting tool mechanics and user workflows is what matters most!)

You are experienced in leveraging AI technologies to transform traditional workflows, move past legacy processes, and elevate user productivity.

You are a creative problem solver who iterates, experiments, and learns from data. You are able to adapt your approach to find the best path forward for your team and the product.

You collaborate effectively with designers and engineers. You are comfortable discussing technical challenges and reporting design patterns. You thrive in a cross-functional environment where the partnership between Product, Engineering, and Design is key to your success.

You excel at articulating the why behind every feature. You empower stakeholders and go-to-market partners with the narrative they need to effectively communicate value to our clients.

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.

Build Together - Collaborate to unlock the best solutions. Deliver lasting value.

Champion Our Clients - Exceed client expectations. Our clients’ success is our success.

Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.

Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com .