Addepar logo
Addepar

Product Manager - Client Portal

Full-timeProduct Manager$122,000 - $190,000 Remote US
When applying, please mention you found this role on WeLoveProduct - it helps Addepar track where great candidates come from 🙌

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 45 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 and Pune.

The Role

The Senior Product Manager is responsible for the Addepar end client experience, including our web portal and iOSmobile app offerings, and the advisor facing workflows to build and administer engaging experiences for their clients at scale. The Senior Product Manager is required to define product vision, set strategy, and lead a cross functional team in a manner that enhances their efficiency and productivity. 

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

  • Possess a deep understanding of your product in terms of its users, business value, technical landscape, data, vendors, and how it relates to other areas of the larger Addepar system
  • Identify appropriate users, stakeholders, competitors, and market trends from which to elicit input and draw inspiration
  • Define, document, and communicate goals and purpose for your product, particularly for the future 6-18 months
  • Drive innovation and inspiration via Positioning Statements and OKRs that convey your vision and goals to your stakeholders and cross-functional team
  • Build consensus with the cross functional team to prioritize and define increments of work based on level of effort, interdependencies, and other relevant criteria
  • Identify changing company, business, market, and technical needs and adjusting strategy as needed

Who You Are 

  • 7+ years of relevant work experience and education that demonstrate proficiency in product management and user workflows
  • Domain knowledge / expertise regarding finance / investments, particularly regarding the valuation of investments in different asset classes
  • 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 [email protected].

Questions & answers for this position
  • What is the type of contract for this position?
    The contract for this position is a Full-time contract
  • What's the salary range for the Product Manager - Client Portal position?
    The suggested salary for this position is $122,000 - $190,000
  • Is telecommuting possible for this position?
    Yes, telecommuting is possible for this position
About Addepar
Addepar is a wealth management platform specializing in data aggregation, analytics and reporting. Provide clients with a complete, meaningful financial picture and offer better advice with consolidated and unified data. Learn more about Addepar's tail...
Website
Industry
Consulting, Credit
Founded
2009
Size
251-1K employees

Similar jobs
Analytics
Artificial Intelligence
1K-5K employees
Linear logo
Product Manager
LinearFull-time
$155,600 - $210,000* (est.)
Computer
Developer Platform
11-50 employees
Paid time off
Parental leave
Vimeo logo
Sr. Product Manager
VimeoFull-time
$160,000 - $205,000* (est.)
File Sharing
Software
1K-5K employees

Be the first to apply to your next dream role

Get new Product & Design jobs offers in your mailbox every week

Future Friendly logo
Product Manager
Future FriendlyFull-time
$160,000 - $205,000* (est.)
51-250 employees
Employee discount programs
Parental leave
Wave logo
Product Manager
WaveFull-time
CA$132,000 - CA$172,500* (est.)
251-1K employees
Leadtech logo
Product Manager (Full remote within Spain)
LeadtechFull-time
$160,000 - $205,000* (est.)
8 hours ago
B2B
E-Commerce
251-1K employees
Health insurance
Paid time off
Flexible work schedule
On-site amenities
Employee discount programs
Learning and development budget