Who Is AdvisorEngine:

We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.

AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.

Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we’d love to hear from you.

About this Role:

The AdvisorEngine Product Manager (Reporting and Dashboarding) is the champion for the reporting and dashboarding initiatives across the AdvisorEngine product set, as well as helping lead broader portfolio management capabilities of the wealth management platform. They work closely with other teams to build and enhance products, while also developing new concepts based on industry research and the needs of clients. The Product Manager also serves as the SME for our product offerings.


  • Participate in defining product vision and strategy
  • Write product requirements for current and future products in the form of user stories
  • Help define feature roadmap based on business opportunities and market research.
  • Manage product management resource(s) responsible for reporting & dashboarding initiatives
  • Work closely with Product Designer to build great experiences for our clients, which include small, independent, fast-paced firms along with large global institutions.
  • Develop deep understanding of product space by working with cross functional team, participating in industry groups, and performing competitive analysis
  • Release new features, test, and iterate in a fast paced environment
  • Work with integration partners to create seamless cross product experiences leveraging data file, API, and SSO integration points
  • Work in an agile environment, manage and groom product backlogs, write user stories with acceptance criteria, write specifications, manage sprint planning, and participate in daily standup meetings
  • Manage multiple projects in various stages of execution
  • Manage multiple partner/vendor relationships
  • Collaborate with designers, engineers, and other members of the team to create user-centered solutions for AdvisorEngine products.
  • Serve as SME across various portfolio management functions including model management, rebalancing & trading, performance reporting, and fee billing.

Required Skills & Experience:

  • At least 8 years product management experience with a focus on the wealth management industry, including financial reporting and dashboarding products and features
  • Must have experience managing wealth management products for consumers and/or financial advisors
  • Experience working with business intelligence and analytics frameworks and products
  • Experience working with model management, rebalancing, and trading platforms
  • Experience working with advisor and client facing portfolio and performance reporting solutions
  • Experience working with fee billing platforms for financial advisors
  • Experience collaborating with and/or managing other product managers
  • Experience running Agile software development projects
  • Experience working with portfolio data files from custodians or other data providers
  • Experience integrating with external, 3rd party APIs
  • Experience developing cloud based products.
  • Experience working with clients to source requirements and test software concepts
  • Have excellent interpersonal, presentation, facilitation, verbal, and written communication skills.
  • Ability to multi-task and manage conflicting priorities is essential
  • Willing to take on a wide variety of tasks
  • Ability to learn quickly