Performance Marketing Manager, Addepar
Partnerships
$90-140k
+ Bonus + Equity
Addepar is a software and data platform for even the most complex investment portfolios.
Open for applications
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Open for applications
$90-140k
+ Bonus + Equity
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- The ideal candidate will have a strong background in B2B performance marketing, experience in the financial technology industry, and a proven track record of managing and delivering high-impact marketing initiatives
- Bachelor's degree in Marketing, Business, or a related field. MBA is a plus
- 8+ years of experience in B2B marketing, preferably in the financial technology or software industry
- Proven experience leading and driving partnership marketing programs
- Strong project management skills specifically managing multiple initiatives simultaneously
- Excellent communication skills and the ability to build interpersonal connections with partners and internal collaborators
- Creative problem solver with a strategic perspective and a data-driven approach
- Proficiency in marketing automation tools, CRM systems, and analytics
- Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities
What the job involves
- We are seeking a dynamic and strategic Performance Marketing Manager to join our marketing team! This role will be responsible for driving the growth and success of partnerships at Addepar through data-driven marketing strategies and cross-functional efforts.
- Drive Growth: Build and implement performance marketing initiatives that drive awareness, adoption, and engagement of Addepar's partnerships, including go-to-market strategies, campaigns, and promotional activities
- Lead Multi-Channel Campaigns: Deliver marketing strategies across channels (digital, content, events, etc.) to drive brand awareness, lead generation, and pipeline
- Collaborate: Work closely with internal teams and external partners to build and deliver joint marketing initiatives
- Manage Relationships: Cultivate and maintain strong relationships with key partners and integration team members to ensure alignment and optimize mutual benefits
- Optimize Campaigns: Leverage marketing automation, CRM and analytics platforms to efficiently monitor campaign performance and provide recommendations for improvement
- Identify Areas of Opportunity: Recognize new partnership opportunities and collaborate with the business development team to assess and prioritize potential integrations
- Design Partnership Onboarding Experience: Design and implement an efficient process, including co-marketing initiatives ensuring seamless integration and success
- Industry Engagement: Represent Addepar at industry events, conferences, and webinars
- Commitment to Learning: Stay apprised of industry trends, competitor activities, and market developments to advise marketing initiatives
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks more than $4 trillion of assets with circa 800 clients including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022 and appointing new leadership members from the likes of Oracle and Amazon Web Services. Addepar is certainly gaining momentum as it expands operations and further innovates its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 7 rounds)
Nov 2021
$130m
LATE VC
Jun 2021
$150m
SERIES F
Total funding: $642.8m
Company benefits
- Equity - Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce - Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off - Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages - Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance - Your continued growth and development are important to us
- Dynamic Team - Strong investment in the best talent at the intersection of technology and finance
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset
Company HQ
Old Mountain View, Mountain View, CA
Articles
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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