Product Manager - Visualizations

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

The Product Manager owns the strategy and execution for data display and visualizations across Addepar’s client engagement tools, specifically dashboards, PDF reports, and the client portal. The Product Manager will define detailed feature requirements and guide a cross-functional team to improve their efficiency and productivity. The Product Manager will collaborate with stakeholders to ensure consistent implementation of data display and visualization standards across the platform and prioritize new offerings and feature enhancements.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $122,000 - $190,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Demonstrate a thorough understanding of standard data visualizations employed by Family Offices, RIAs, and institutions for data representation in content used for financial reporting.
• Develop and maintain comprehensive knowledge of the product, including user needs, business value drivers, technical architecture, data flows, vendor relationships, and integration points within the broader Addepar ecosystem.
• Proactively identify and engage with key users, stakeholders, competitors, and relevant market trends to gather critical insights and inform product strategy.
• Clearly define, document, and communicate the product goals and roadmap, with a specific focus on deliverables and milestones for the next 6-12 months.
• Collaborate effectively with the cross-functional team to build consensus on prioritizing and defining actionable work increments, considering factors such as level of effort, interdependencies, and strategic alignment.

Who You Are 

• 4+ years of relevant work experience and education that demonstrate proficiency in product management
• Domain knowledge regarding finance / investments, particularly regarding the valuation of investments in different asset classes
• An eye for detail and demonstrated ability to follow through while juggling multiple streams of parallel work
• Practical knowledge of agile thinking and lean practices; creative (non-dogmatic) with project approaches, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals
• Ability to identify the appropriate tools and techniques to accomplish objectives

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 TAinfo@addepar.com.