Ascent Digital Investments Solution Manager
Core
Lead the strategy and evolution of the core investment technology ecosystem and serve as product owner for the portfolio reporting platform (Addepar) to deliver sophisticated investment analytics and advisory solutions to ultra-high-net-worth client portfolios.
Role type
Digital Investment Solutions Manager (Product Owner)
Builds
Modern, integrated digital investment tools and portfolio reporting platforms for advisors and UHNW clients
Domain
Wealth Management / Investment Analytics / Financial Technology
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Investment product management, digital product ownership, Addepar platform expertise, portfolio construction, asset allocation, performance measurement, complex investment data structures, API integrations, agile delivery
Preferred skills
Data-intensive platform scaling, cross-functional leadership, matrixed organization navigation
Technologies
Addepar, APIs
Responsibilities
Own the product lifecycle for Addepar from strategy to adoption, define digital product strategy aligned to advisor workflows, drive enhancements in investment reporting and data structures, partner with Technology and Operations to optimize data quality and scalability, translate investment concepts into intuitive dashboards, lead cross-functional agile delivery
Seniority
Senior, hands-on IC