Senior Product Marketing Manager, Addepar
Enterprise and Institutions
$159-199k
+ Bonus + Equity
More information about location
Investment portfolio management platform
Posted today
Investment portfolio management platform
1001+ employees
Posted today
$159-199k
+ 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
- 4–8 years of product marketing experience. Experience with B2B SaaS, financial services, fintech, wealth management, or investment management preferred
- Full-stack product marketer with experience researching client segments and developing strong value propositions, messaging, enablement, and associated content
- Gifted storyteller with excellent writing and communication skills who can translate sophisticated and technical capabilities into customer benefits that resonate with target audiences
- Ability to see the big picture across a large organization and articulate how each product and feature release complements the broader Addepar platform narrative
- Experience designing and rolling out go-to-market strategies using multiple marketing channels and content types to drive awareness, engagement, and adoption
- Demonstrated ability to thoughtfully move between strategy development and tactical execution across multiple projects in a fast-paced, continuously evolving, and collaborative environment
- Experience building enduring cross-functional partnerships and influencing teams to bring sophisticated, high-visibility launches to market
- Ability to work independently, prioritize efficiently, anticipate roadblocks, and escalate when needed
What the job involves
- We are seeking a Senior Product Marketing Manager to join our growing Product Marketing team.
- In this highly visible, strategic role that spans across the Addepar product portfolio, you will be responsible for helping drive acquisition, engagement, and retention in our fastest growing client segment covering enterprise and institutional clients, including global banks, pensions, endowments, foundations, sovereign wealth funds, and large private equity and venture capital firms globally.
- You’ll work cross-functionally with product, sales, and other go-to-market teams to drive product positioning, enhance segmentation, map complex buyer and customer journeys, and translate segment insight into messaging, enablement, and go-to-market programs
- Develop and execute a comprehensive product marketing strategy for the enterprise and institutional client segments in alignment with company and platform goals
- Become the expert in your client segments by developing a deep and continuously refined understanding of the market, buyer personas, buying committees, customer journey, and sales cycle
- Build deep working relationships with the dedicated Sales and Relationship Management teams supporting this segment’s growth and expansion
- Define product positioning and craft compelling messaging that clearly articulates Addepar’s value proposition and resonates with enterprise and institutional audiences
- Collaborate with Product and GTM teams to develop impactful GTM strategies, marketing materials, and internal resources that support segment-specific solutions and use cases
- Manage the product and feature launch process for the enterprise and institutional client segments in collaboration with Product, Marketing and GTM teams
- Produce thought leadership and product educational content that builds awareness and reinforces Addepar’s leadership with enterprise and institutional audiences
- Research and monitor the market, industry, and competitive landscape to identify key trends and inform competitive positioning
- Scope, build, and launch scalable segment resources, including client education and co-branded marketing materials
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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