Head of Performance Marketing, Addepar
$170-266k
+ Bonus + Equity
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
$170-266k
+ Bonus + Equity
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
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 Head 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 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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