Strategic Events Program Manager, Addepar
$94-148k
+ Bonus + Equity
More information about location
Investment portfolio management platform
Open for applications
Investment portfolio management platform
1001+ employees
Open for applications
$94-148k
+ 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
- The ideal candidate thinks like a strategist, operates like a program manager, and communicates like a marketer
- You are comfortable working with ambiguity, driving alignment across teams, and making data-informed decisions about what makes a client event worth the investment
- 6+ years in Client Marketing, Events, or a closely related field — with direct ownership of large-scale, multi-stakeholder events from strategy through measurement
- Proven track record defining event strategy, building content agendas, and reporting ROI to senior leadership
- Experience in B2B tech or financial services preferred; familiarity with wealth management, fintech, or enterprise SaaS a plus
- Demonstrated ability to build and manage event budgets with accountability for outcomes
- Strong program manager: you can hold cross-functional teams accountable, manage competing priorities, and keep complex programs on track without losing the details
- Excellent written and verbal communicator; able to turn ambiguous goals into clear briefs, project plans, and stakeholder updates
What the job involves
- We are looking for a Strategic Events Program Manager to join our Field Marketing & Advocacy team. This is not a logistics role, it is a strategic program ownership role
- You will own the end-to-end strategy, design and execution of Addepar’s client-facing events: our annual user conference (AddeConf), our executive summits and our community meetup program
- You will help define the strategic intent of each event, set success metrics, build and manage the content agenda, align cross-functional stakeholders and own measurement from attendance to business impact
- You will 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
- Event strategy & program ownership:
- Help define the strategic objectives, target audience, and success metrics for your event, including our executive Summits and community meetups, ensuring every program has a clear business case and measurable ROI
- Own event-level KPIs and deliver results reporting to senior stakeholders after each program
- Content & agenda development:
- Lead agenda-setting for each event: define session structure, content themes and narrative arc to ensure sessions build on each other and tell one coherent story
- Partner with Product Marketing, R&D, and GTM to shape session content and align on key messages that will inform the agenda
- Own content development, including hard deadlines, content schedules, speaker prep programs and structured dry runs
- Manage speaker logistics pre-event and during the live event
- Develop a strategy for extending event content pre- and post-event: promotion, post-event distribution, PMM/enablement integration, etc
- Stakeholder management & cross-functional coordination:
- Lead a cross-functional working group across Marketing, GTM, R&D, and executive leadership — driving alignment on goals, timelines, and ownership
- Partner with the Client Advocacy team to identify and onboard client speakers, weaving authentic client voices throughout each program
- Execution & experience:
- Oversee end-to-end execution of your events: venue, A/V, run of show, vendor management, on-site logistics and attendee experience
- Design the attendee journey holistically — from pre-event communication to on-site flow and post-event follow-up
- Build and manage event budgets
- Travel to key events multiple times per year — primarily domestically, with occasional international travel for global events
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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