Content Strategist, Addepar
$94-147k
+ Bonus and equity
2-3 days a week in office
Addepar is a software and data platform for even the most complex investment portfolios.
Be an early applicant
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Be an early applicant
$94-147k
+ Bonus and equity
2-3 days a week in office
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- Bachelor's degree in Marketing, Communications, Journalism, English or a related field
- Preferably 5+ years of experience in content strategy, digital marketing or a related role, preferably within the fintech or financial services industry. Agency experience is also a plus
- Able to work in the office 2-3 days per week in our NYC headquarters
- Demonstrated experience in developing and executing successful content strategies
- Experience with marketing automation and CRM tools (e.g., Monday, Salesforce, Marketo) is preferred
- Experience with CMS systems like Wordpress is preferred
- A portfolio showcasing relevant work, such as published articles, marketing campaigns or content strategy examples
What the job involves
- We are currently seeking a Content Strategist to join our Creative Studio and Web team as part of the larger Communications and Marketing organization at Addepar
- This role involves conducting content audits and gap analyses to assess existing content for effectiveness, identifying outdated content and opportunities for optimization
- You will leverage analytical thinking, creativity, and collaboration to align content with business objectives, user needs and brand guidelines
- Content Strategy and Vision: You will define content vision and goals for product launches, marketing campaigns and executive thought leadership programs by creating strategic frameworks to maintain consistent content structure, voice, and tone
- Content Audits and Optimization: You will conduct content audits and gap analyses to assess existing content for effectiveness while identifying outdated content and opportunities for optimization
- You will also be responsible for developing an operational process for content archiving to maintain an organized, relevant content library
- Editorial Calendar Management: You will create and manage editorial calendars that outline content themes, formats, schedules and distribution channels
- SEO and content optimization: You will be responsible for maintaining content guidelines that incorporate SEO best practices, collaborating with our web and performance marketing teams to ensure content effectively reaches its intended audience
- Additionally, you will optimize content for professional social platforms such as LinkedIn and X to maximize engagement and reach
- Content project management and workflow optimization: You will oversee the content production process to ensure timely delivery of high-quality content
- This involves working with writers, designers and web developers as part of the Creative Studio and Web team, while tracking workflows on Monday.com
- Leverage segment and persona research: You will analyze our audience’s needs, pain points, motivations and behaviors, and subsequently align these insights with appropriate content frameworks
- Collaborate with Cross-Functional Teams: You will serve as a bridge between the Product Marketing, Performance Marketing and Corporate Communications teams to ensure our content aligns with the broader goals of the department and company
- Measure and analyze content performance: You will track content performance metrics and analyze this data to understand what's working, identify areas for improvement and iterate on the content strategy to grow our digital channels
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
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
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company HQ
Old Mountain View, Mountain View, CA
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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