Sr. Product Manager - Reporting & Dashboards
Listed on 2026-09-05
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Business
Business Intelligence, Data Analyst, Business Systems & Technology Analysis -
IT/Tech
Business Intelligence, Data Analyst, Business Systems & Technology Analysis
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity.
Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
We are seeking a Senior Product Manager to lead our Reporting & Dashboards platform. In this role, you will be responsible for the success of the workflows and tools our clients use to analyze performance internally via customizable dashboards and craft compelling reports for end-clients within Addepar.
Dashboards and Reporting represent key workflows for wealth managers to monitor portfolio performance, manage daily operations, and communicate insights. You will shape the strategic vision and roadmap for how firms build, customize, and deliver both internal dashboards and client-facing reports tnering closely with cross-functional teams, you will help ensure our platform is intuitive, reliable, and empowers clients to turn complex financial data into clear, compelling narratives.
You will guide the next evolution of our analytics and reporting tools by reimagining traditional workflows and leveraging AI-powered capabilities to deliver a modern user experience.
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 $178,000 - $223,000 (base salary) + 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.
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.
What You’ll Do- 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…
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