Senior Product Marketing Manager, Addepar
AI and Agents
$127-199k
+ Bonus + Equity
Investment portfolio management platform
Be an early applicant
Investment portfolio management platform
1001+ employees
Be an early applicant
$127-199k
+ Bonus + Equity
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- 4-8 years of product marketing experience. Experience with an AI-native B2B SaaS, financial services or fintech preferred
- Full stack product marketer with experience launching and positioning native AI and agentic workflows, and developing strong value propositions and associated content
- Gifted storyteller with excellent writing and communication skills who can succinctly translate sophisticated and technical features into customer benefits that resonate deeply with the intended audiences
- Ability to see the big picture across a large organization and articulate how each product and feature release complements the broader Addepar platform narrative
- Experience designing and rolling out go-to-market strategies from scratch while using multiple marketing channels and content types to drive awareness, engagement and adoption
- Demonstrated ability to thoughtfully move between strategy development and tactical execution across multiple projects in a fast-paced, continuously evolving, and collaborative environment
- Experience building enduring cross-functional partnerships and influencing teams to bring sophisticated, high visibility launches to market
- Ability to work independently, prioritize work efficiently and anticipate roadblocks - knowing when to call out if vital
- Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment
What the job involves
- We are seeking a Senior Product Marketing Manager to join our expanding Product Marketing team.
- In this highly visible, strategic role that spans across the Addepar product portfolio, you will be responsible for strengthening our AI marketing strategy, driving product adoption and sustained usage, and leading the launch of new native AI and agentic capabilities across the Addepar platform globally.
- You’ll work cross-functionally with product, sales, and other go-to-market teams to drive product positioning, develop AI marketing strategy and storytelling, and serve as a subject matter expert on the AI industry for financial technology
- Develop and execute a comprehensive product marketing and GTM strategy for native AI solutions and workflows in alignment with company and platform goals
- Manage the product and feature launch process for new AI and agent capabilities in collaboration with Product, Marketing and GTM teams, ensuring successful market entry and immediate user adoption
- Serve as the AI subject matter expert, using market and competitive insights to refine positioning and equip internal teams with the talking points and awareness needed to stay up to date on the latest developments
- Build deep working relationships across Product and GTM teams to translate technical AI and agent frameworks into market-ready solutions that drive growth and adoption
- Define product positioning and craft compelling product messaging that clearly articulates Addepar’s value proposition in the market and resonates with the target audience
- Collaborate with Product and GTM teams to develop impactful GTM strategies, marketing materials, and internal resources to support various solutions, workflows and use cases
- Produce regular thought leadership, educational content and marketing materials to build brand awareness and solidify Addepar’s leadership in the space
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 around $9 trillion of assets serving over 1,400 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. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
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
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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