Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

We are seeking a dynamic and strategic Performance Marketing Manager to join our marketing team! This role will be responsible for driving the growth and success of partnerships at Addepar through data-driven marketing strategies and cross-functional efforts. The ideal candidate will have a strong background in B2B performance marketing, experience in the financial technology industry, and a proven track record of managing and delivering high-impact marketing initiatives.

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. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $90,000 - $140,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do Drive Growth: Build and implement performance marketing initiatives that drive awareness, adoption, and engagement of Addepar's partnerships, including go-to-market strategies, campaigns, and promotional activities. Lead Multi-Channel Campaigns: Deliver marketing strategies across channels (digital, content, events, etc.) to drive brand awareness, lead generation, and pipeline. Collaborate: Work closely with internal teams and external partners to build and deliver joint marketing initiatives. Manage Relationships: Cultivate and maintain strong relationships with key partners and integration team members to ensure alignment and optimize mutual benefits. Optimize Campaigns: Leverage marketing automation, CRM and analytics platforms to efficiently monitor campaign performance and provide recommendations for improvement. Identify Areas of Opportunity: Recognize new partnership opportunities and collaborate with the business development team to assess and prioritize potential integrations. Design Partnership Onboarding Experience: Design and implement an efficient process, including co-marketing initiatives ensuring seamless integration and success. Industry Engagement: Represent Addepar at industry events, conferences, and webinars. Commitment to Learning: Stay apprised of industry trends, competitor activities, and market developments to advise marketing initiatives. 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.

Our 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. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.