Senior Product Manager (Advisor Experience)

Join Addepar, a leading financial technology company, as a Senior Product Manager focused on enhancing the Advisor experience for Registered Investment Advisors (RIAs). In this role, you will own the features and capabilities designed to empower wealth managers, analyze user feedback, and establish a long-term roadmap. You will collaborate with cross-functional teams, leverage AI to provide tailored insights, and monitor key metrics to continuously improve the Advisor experience. Enjoy benefits such as equity, flexible time off, and a dynamic team environment.

• Lead and shape Addepar’s Advisor experience for Registered Investment Advisors (RIAs), owning the surface area, features, and capabilities designed to empower wealth managers.
• Analyze early user feedback and adoption metrics to establish and execute a clear long-term roadmap, leveraging artificial intelligence to turn platform data into tailored insights.
• Collaborate with cross-functional partners and stakeholders to author a long-term product direction across mobile and web surfaces, translating high-level business goals into clear, detailed requirements.

• You balance qualitative user insights with quantitative analytics to prioritize effectively, make sound decisions, and adapt your approach as new evidence emerges
• You thrive in the cross-functional partnership across Product, Design, Engineering, and Client Success to solve complex problems and deliver intuitive user experiences
• 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 practical experience incorporating AI/ML capabilities into workflow applications to deliver personalized user outcomes and streamline routine tasks
• 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
• You have prior experience in wealth management, fintech, or the RIA ecosystem, experience working with front-office wealth advisors is a plus