Sr. Product Manager - Reporting & Dashboards

Addepar
New York
Workplace: RemoteFull timeUSD 178,000 - 223,000 annuallyFunction: Product ManagementExperience: 5+ yearsSkills: ["Creative problem-solving","Collaboration","Data-driven decision-making","Iteration and experimentation","Stakeholder communication"]

Lead the Reporting & Dashboards platform by shaping the 12–18 month roadmap for how wealth managers create customizable internal dashboards and client-facing reports at scale. Own the experience end-to-end, translate business goals into requirements and acceptance criteria, and partner with engineering, design, and user research to deliver intuitive, reliable reporting. Drive modernization with AI-powered reporting capabilities, user research, and performance metrics like generation speed and adoption.

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FursaFursa
Addepar
Addepar
5 days ago

Sr. Product Manager - Reporting & Dashboards

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Lead the Reporting & Dashboards platform by shaping the 12–18 month roadmap for how wealth managers create customizable internal dashboards and client-facing reports at scale. Own the experience end-to-end, translate business goals into requirements and acceptance criteria, and partner with engineering, design, and user research to deliver intuitive, reliable reporting. Drive modernization with AI-powered reporting capabilities, user research, and performance metrics like generation speed and adoption.
Location: New York
Workplace: Remote
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Build a deep understanding of Reporting & Dashboards users, workflows, and value within the broader platform.
  • •Own and evolve the Dashboards experience, enabling customization, real-time portfolio insights, and seamless workflow integration.
  • •Author a clear 12–18 month roadmap with cross-functional partners to support reporting across Addepar.
  • •Translate business goals into detailed requirements, user stories, and acceptance criteria for engineering delivery.
  • •Explore and integrate AI-driven capabilities to reimagine reporting, including narrative commentary, summaries, and automated reporting tasks.

Pay and Benefits

Salary: USD 178,000 - 223,000 annually

Key Requirements

  • •5+ years of Product Management experience across the full product lifecycle, from launching to scaling and optimizing.
  • •Experience developing or guiding reporting tools, data visualization, or content generation workflows.
  • •Strong ability to leverage AI technologies to modernize traditional workflows and improve user productivity.
  • •Comfort collaborating with designers and engineers, discussing technical challenges and reporting design patterns.
  • •Ability to articulate the ‘why’ behind features and empower stakeholders and go-to-market partners with the value narrative.
Experience:5+ yearsWealth managementFinanceReportingData visualization
Skills:Creative problem-solvingCollaborationData-driven decision-makingIteration and experimentationStakeholder communication
Languages:English
Tech Stack:AI technologies

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn