Director of Performance Marketing, Addepar
$170-266k
+ Bonus + Equity
Addepar is a software and data platform for even the most complex investment portfolios.
Open for applications
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Open for applications
$170-266k
+ Bonus + Equity
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- 12+ years of experience in performance marketing, with a proven track record of driving revenue growth in a finance and B2B environment
- Extensive experience with digital marketing channels, including paid search, social media, email marketing, content marketing, and display advertising
- Strong experience in leading event and conference strategies as key components of the overall marketing and brand-building effort
- Strong analytical skills with the ability to leverage data to inform strategic decisions
- Experience leading high-performing teams, with a demonstrated ability to build a culture that balances innovation with results-driven execution
What the job involves
- Addepar is seeking a Director of Performance Marketing to lead our demand generation and digital marketing initiatives globally
- Reporting directly to the CMO, you will collaborate closely with our cross-functional teams to develop and execute high-impact strategies that drive pipeline growth, revenue, and brand equity
- Developing and executing comprehensive performance marketing strategies: Create and implement multi-channel, multi-touch campaigns tailored to key segments, geographies, and personas, ensuring targeted approaches across each stage of the client journey—from awareness through to conversion
- Expanding Addepar brand recognition across new and existing client segments, geographies, and personas: Leverage insights to expand marketing efforts across underserved client segments, new geographical markets, and differentiated personas, ensuring comprehensive coverage and relevance in all efforts
- Driving demand generation: Utilize a data-driven approach to identify and target high-quality leads and along with upsell opportunities, nurture them through the funnel, and drive sustainable conversions while increasing lifetime value
- Creating, implementing, and overseeing events and conference strategy: Lead the strategy, planning, and execution of all key events and conferences, ensuring alignment with brand objectives and optimizing these platforms as critical channels for client engagement, lead generation, and brand building
- Optimize Digital Marketing and Web Channels: Strategically manage and allocate budgets across digital marketing and web channels, including paid search, social media, web/display advertising, email, content marketing, SEO, and on-site experiences. Drive cohesive strategies that enhance brand visibility, optimize user engagement, and support growth objectives
- Measuring and analyzing performance: Implement robust KPI tracking and analytics to measure campaign effectiveness, identify opportunities for optimization, and adjust strategies to ensure continued success
- Fostering a strong culture alongside achieving results: Balance driving performance with cultivating a high-performing, inclusive, and growth-oriented team culture. Lead by example, empowering team members to innovate and collaborate effectively, while ensuring accountability for measurable outcomes
- Leading and mentoring a high-performing team: Build, develop, and inspire a team of talented marketing professionals, creating an environment that encourages both professional growth and excellence in execution
- Nurturing and maintaining cross-functional relationships: Combine your understanding of the needs of the business with the requests and asks of our cross-functional partners in GTM, Enablement, and Product
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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