Product Manager - Visualizations

Summary

Join Addepar as a Product Manager and own the strategy and execution for data display and visualizations across our client engagement tools. You will define detailed feature requirements, guide cross-functional teams, collaborate with stakeholders to ensure consistent implementation of data display and visualization standards, and prioritize new offerings and feature enhancements. This role requires a thorough understanding of standard data visualizations used in financial reporting, and you will need to develop and maintain comprehensive product knowledge. You will proactively identify and engage with key users and stakeholders to gather insights and inform product strategy. Clearly define, document, and communicate product goals and roadmap, collaborating effectively with the cross-functional team to prioritize and define actionable work increments. Addepar offers a competitive salary range of $122,000 - $190,000 + bonus + equity + benefits.

Requirements

• 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

Responsibilities

• 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

Benefits

• Bonus
• Equity
• Benefits