Performance Marketing Manager, Addepar
Partnerships
$94-148k
+ Equity + Bonus
More information about location
Investment portfolio management platform
Be an early applicant
Investment portfolio management platform
1001+ employees
Be an early applicant
$94-148k
+ Equity + Bonus
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
- Bachelor's degree in Marketing, Business, or a related field. MBA is a plus
- 8+ years of experience in B2B marketing, preferably in the financial technology or software industry
- Proven experience leading and driving partnership marketing programs
- Strong project management skills specifically managing multiple initiatives simultaneously
- Excellent communication skills and the ability to build interpersonal connections with partners and internal collaborators
- Creative problem solver with a strategic perspective and a data-driven approach
- Proficiency in marketing automation tools, CRM systems, and analytics
- Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities
What the job involves
- We are seeking a proactive, dynamic, and strategic Performance Marketing Manager, Partnerships to join our marketing team
- This role is responsible for driving the growth and success of partnerships at Addepar through data-driven marketing strategies and cross-functional efforts
- As the owner of the partner marketing motion, you will build, scale, and manage our partner marketing ecosystem across all verticals and geographies from its early stages
- The ideal candidate has a strong background in B2B performance marketing, deep experience in the financial services or financial technology industry, and a proven track record of developing a robust portfolio of co-marketing activations with leading brands
- You are highly comfortable operating in ambiguity, taking the lead with minimal input from your manager, and excel at managing expectations to maintain a delicate balance between nurturing partner relationships and delivering results for the business
- Addepar takes a market-based approach to pay
- A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions
- Drive Partnership Growth & Ownership: Take full ownership of the partner marketing motion from early stages, building and executing initiatives that drive awareness, adoption, and engagement across all verticals and geographies
- Lead Multi-Channel Campaigns: Deliver comprehensive marketing strategies across channels (digital, content, events, etc.) to drive brand awareness, lead generation, and pipeline growth
- Develop Co-Marketing Portfolios: Design and execute a high-impact portfolio of co-marketing activations and joint marketing activities with leading brands
- Cross-Functional Collaboration: Partner closely with internal Performance Marketing Managers to identify and develop opportunities for co-marketing activations, while coordinating with business development and sales to align priorities across teams
- Manage Partner Relationships: Cultivate and maintain strong, executive-level relationships with key partners and stakeholders, managing expectations to balance nurturing relationships with hitting business goals
- Own the Onboarding Experience: Fully own the marketing portion of the partnership onboarding process, designing and implementing an efficient, scalable journey ensuring seamless integration and long-term success
- Serve as Partner Integration SME: Develop a deep understanding of and stay up to date on partner integration updates, serving as the team's Subject Matter Expert (SME) on integration capabilities and how they can be leveraged across campaigns
- Optimize Campaigns: Leverage marketing automation, CRM, and analytics platforms to efficiently monitor campaign performance, deliver clear data points, and provide strategic recommendations for improvement
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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