Marketing Operations Manager, Addepar
$102-160k
+ Bonus + Equity
Investment portfolio management platform
Posted today
Investment portfolio management platform
1001+ employees
Posted today
$102-160k
+ 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
- Proven Experience: A minimum of 6 years of related experience with a Bachelor’s degree (or equivalent), or 4+ years of experience paired with a Master’s degree
- Marketo Architect: 6+ years of deep Marketo expertise, with a focus on advanced Salesforce integrations and the architecture of complex, multi-stage lead lifecycle workflows
- Data Systems & AI: 2+ years of hands-on experience managing marketing data within Databricks (or similar database infrastructures). You are proficient in building relational tables, designing performance dashboards, and deploying AI-driven workflows to automate insights
- Empathetic People Leader: 2+ years of experience leading hybrid or remote teams. You have a track record of hiring, developing, and retaining "A-players," fostering a culture of technical excellence and continuous growth
- Lifecycle Expert: Proven success in scaling and optimizing lead management processes—including lifecycle stages, predictive scoring, automated routing, and CRO—all backed by rigorous performance metrics
- Strategic GTM Alignment: A deep understanding of the sales and marketing funnel, industry best practices, and the KPIs that drive B2B growth
- Salesforce Power User: Extensive knowledge of Salesforce (SFDC) campaign hierarchies, complex attribution methodologies (First-Touch, Multi-Touch, U-Shaped), and executive-level dashboard builds
- Cross-Functional Catalyst: Experience leading high-impact projects that bridge multiple teams and systems, ensuring technical alignment and seamless execution across the organization
- High-Impact Communicator: Exceptional interpersonal skills with the ability to "translate" complex technical infrastructure into strategic narratives that influence senior leadership and key stakeholders
What the job involves
- Engineer the Marketing Infrastructure: Lead the people, processes, and technical architecture of our marketing stack. You will act as the "Technical Product Owner" for our tools, ensuring high-integrity data flow between systems
- Systems-Led Campaign Execution: Oversee the technical execution of marketing campaigns and ad-hoc business requests. You will translate marketing requirements into robust technical specifications, ensuring that every launch is tracking-ready, scalable, and integrated across the full stack
- Architect Complex Automations: Move beyond basic workflows to drive the implementation of sophisticated, AI-enhanced automation strategies. You’ll align tech and people to increase productivity and support Addepar’s rapid scaling
- Data & AI Strategy: Manage the marketing data in our database infrastructure (Databricks) to build custom tables, deep-dive dashboards, and predictive AI workflows. You will turn raw data into a strategic roadmap for the executive team
- Full-Lifecycle Calibration: Own and continuously optimize the technical lead lifecycle - from enrichment and privacy governance to complex scoring models, automated routing, and conversion rate optimization
- Cross-Functional Technical Liaison: Partner with Performance Marketing, Product, and Sales Ops to build a unified view of the customer. You’ll be the bridge that ensures our systems talk to each other as fluently as our people do
- Compliance & Governance: Act as the guardian of our data, ensuring all tools and processes exceed Infosec policies and global communication standards
- Roadmap & Sprint Leadership: Drive the MarkOps roadmap using agile methodologies. You’ll lead sprint planning and participate in annual goal-setting, ensuring technical debt is managed while innovation thrives
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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