Senior Corporate Marketing Manager, Addepar
$110-155k
+ Bonus + Equity
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
$110-155k
+ Bonus + Equity
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- Bachelor’s degree or equivalent experience
- 6+ years working in Corporate or Client Marketing, or a related field
- Experience in tech and finance industry preferred
- Strong experience building and executing large-scale and marquee events from end to end
- Superior relationship-building skills and a history of effective collaboration with internal teams and external partners, including technical teams
- Confidence and proficiency in communicating with executives and other senior leaders
What the job involves
- We are currently seeking a Sr. Corporate Marketing Manager to join our Corporate Marketing team!
- This role will strive to execute highly cross-functional marquee programming including our annual user conference and annual segment-specific Executive Summits
- You will work closely with teams across the organization including Account Management, GTM, R&D, Marketing and our executive leadership team to strategize and coordinate impactful initiatives that support business outcomes, champion Addepar’s values, and build awareness of our brand in the market
- Lead and manage the end-to-end execution of strategic events, including content development, program structure, and stakeholder coordination from initial concept through to live delivery, ensuring alignment with business objectives and audience engagement goals
- Plan, coordinate and execute AddeConf, Addepar’s annual user conference, and Addepar Summits including event messaging & tone, sessions & content, overall event experience, vendor management, etc
- Spearhead and scale Addepar’s client meetup program
- Ideate on future corporate marketing initiatives to continue to grow the Addepar brand and drive business outcomes
- Collaborate with internal and external partners to ensure consistent messaging and smooth communication
- Keep a finger on the pulse of industry trends and the competitive landscape to guide corporate marketing strategies
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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