Product Marketing Manager, Addepar
$92-173k
Salary applicable to individuals in Colorado, California and New York only
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
$92-173k
Salary applicable to individuals in Colorado, California and New York only
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 within a high growth tech startup, SaaS, or Finance organization
- Full stack product marketer with experience developing zero-to-one products and bringing them to market applying both inbound and outbound product marketing competencies
- 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
- Excitement to be a part of a distributed team and the flexibility to work with peers across different time zones
- A data-driven marketer with a growth mindset and a steadfast focus on the customer
- BA/BS degree
What the job involves
- Champion the customer from product development, to launch, through adoption and retention
- Become the expert on key customer segments by developing a deep and continuously refined understanding of the market, buyer personas, customer journey, and sales cycle
- Collaborate with product & GTM teams to develop product positioning and messaging that resonates with our segments and personas
- Understand the marketing opportunity - be a guide on industry trends and the competition; use this knowledge to craft the product roadmap and update driven resources that position our products and brand
- Champion client testimonials and customer success stories, identifying new opportunities to showcase client success and leverage these stories to further create client impact
- Become a trusted partner and strategic adviser to our product and sales teams, infusing customer and market insights that influence the product roadmap and go-to-market decisions
- Develop concrete insights that you’ll translate into compelling narratives and value propositions that influence across the customer journey
- Act as the primary leader with vision for the initiatives you support and create internal content to educate team members on product nuances, benefits, and how it fits into the broader strategic narrative of Addepar
- Draft creative briefs that drive the development of marketing collateral and sales enablement assets; ensuring a unified, single minded value proposition is delivered across all channels and customer touchpoints
- Measure effectiveness and continuously update our content asset inventory to stay aligned with product strategy, go-to-market priorities, and priority segmentation so our teams can sell with confidence and ease
- Build scalable playbooks to foster the adoption of Addepar across our priority customer segments, helping our clients showcase to their clients the power of Addepar
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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