Addepar
Sr. Product Manager - Advisor Experience
$142K–$223K
New York, NY +1 · Remote · Manager · Full-time · Posted Oct 6, 2026
- Location
- New York, NY
Remote - United States - Experience
- 5 or more years in Product Management.
- Visa sponsorship
- Must be legally authorized to work in the United States for any employer without current or future visa sponsorship and authorized to begin work in the U.S. on the first day of employment.
About the job
Owns the product direction and development of Addepar’s web and mobile tools that help RIA wealth advisors acquire, retain, and advise clients, including context-aware AI insights.
What you'll do
- Define the long-term product direction for Advisor experiences across web and mobile, using user feedback and adoption metrics.
- Partner with AI, engineering, design, research, and client-facing teams to refine advisor workflows and AI-powered insights.
- Translate business goals into product requirements and evaluate feature performance through adoption and engagement metrics.
What they ask for
- 5 or more years of Product Management experience, including launching and scaling products.
- Practical experience incorporating AI/ML into workflow applications to personalize outcomes and streamline routine tasks.
- Prior experience in wealth management, fintech, or the RIA ecosystem.
- Experience partnering cross-functionally and using qualitative insights and quantitative analytics to prioritize product work.
Nice to have
- Experience working with front-office wealth advisors.
Pay
$142,000—$223,000 USD (base salary)
Tools
AI/ML
AI focus
Use AI to turn platform data into tailored, context-aware insights for financial advisors and improve workflow applications.
Model-written summary · the original posting is authoritative