Head of Brand and Content, Addepar
$168-262k
+ Bonus + Equity
More information about location
Investment portfolio management platform
Open for applications
Investment portfolio management platform
1001+ employees
Open for applications
$168-262k
+ Bonus + Equity
More information about location
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- 8+ years of experience in content strategy, brand and/or integrated marketing within a B2B SaaS environment, with 3+ years of experience leading these functions; financial services experience or experience marketing into the financial services vertical a plus
- Proven ability to develop, implement and execute content strategy that advances brand, thought leadership, and more across different channel
- Experience leading the creation, promotion, and distribution of high-impact content driving engagement, brand awareness and expanding reach
- Experience leading brand and visual identity and managing a team of in-house writers, copyeditors and designers with a demonstrated ability to build a culture that balances innovation with results-driven execution
- Strong ability to collaborate cross-functionally and manage multiple stakeholders and priorities
- Experience building and scaling teams and implementing AI tools a plus
What the job involves
- The Head of Brand and Content Marketing will be responsible for defining and driving Addepar’s global brand strategy and content engine
- In this role, you will lead a team of creatives and storytellers to build a world-class brand that resonates with investment professionals globally and scale a modern, multi-format content engine to drive awareness and demand
- You will oversee brand identity, creative direction, brand campaigns and content strategy, ensuring a consistent and compelling voice across all touchpoints
- You will be an integral member of the marketing leadership team that leads the content calendar connecting campaigns to always-on brand presence, product priorities and larger company initiatives
- In this role, you’ll partner closely with Performance Marketing, Product Marketing, Customer Marketing, PR & Comms, GTM, R&D and more
- This role will report directly to the Chief Marketing Officer
- Owning brand, content and creative strategy and execution in alignment with company priorities, roadmap and target audience
- Leading, implementing and scaling a content engine to drive awareness, perception and reach across client segments and markets
- Owning the content calendar and global quarterly integrated campaign motion to ensure every initiative has a content plan that maximizes impact
- Leading brand awareness and sponsorship campaigns to increase brand recognition and shape brand perception in existing and new markets
- Establish templates, playbooks, and frameworks that allow the team to work at scale while driving consistency and cohesion across all touchpoints
- Building, leading and mentoring a team of talented marketing professionals creating an environment that encourages both professional growth and excellence in execution
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.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 61 more jobs at Addepar