Senior Product Manager – Data Product and Solutions
PacvueSalary not specified
- Full Time
- Senior (5 to 8 years)
$122,000 – $190,000Compensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Data & AnalyticsIndustries
Requirements
Candidates should possess 4+ years of relevant work experience and education demonstrating proficiency in product management, along with domain knowledge regarding finance and investments, particularly the valuation of investments in different asset classes. They should also have an eye for detail and the ability to follow through while juggling multiple streams of parallel work, and practical knowledge of agile thinking and lean practices, alongside the ability to identify appropriate tools and techniques to accomplish objectives.
Responsibilities
The Product Manager will own the strategy and execution for data display and visualizations across Addepar’s client engagement tools, including dashboards, PDF reports, and the client portal, defining detailed feature requirements and guiding a cross-functional team to improve efficiency and productivity. They will collaborate with stakeholders to ensure consistent implementation of data display and visualization standards, prioritize new offerings and feature enhancements, and proactively identify and engage with key users, stakeholders, competitors, and market trends to gather insights and inform product strategy. Furthermore, they will clearly define and communicate product goals and roadmap, and collaborate effectively with the team to build consensus on prioritizing work increments, considering strategic alignment and level of effort.
Skills
Data visualization
Dashboard development
PDF report generation
Client portal management
Feature requirement definition
Cross-functional team collaboration
Stakeholder communication
Addepar
Investment management software for financial professionals
About Addepar
Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.
Key Metrics
Mountain View, CaliforniaHeadquarters
2009Year Founded
$625.3MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees