Product Manager - Client Portal

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 - $228,000 (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.

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