Product Marketing Manager, Addepar

$92-173k

Salary applicable to individuals in Colorado, California and New York only

Mid and Senior level
New York
Addepar

Addepar is a software and data platform for even the most complex investment portfolios.

Open for applications

Addepar

Addepar is a software and data platform for even the most complex investment portfolios.

501-1000 employees

FintechB2BInvestingSaaS

Open for applications

$92-173k

Salary applicable to individuals in Colorado, California and New York only

Mid and Senior level
New York

501-1000 employees

FintechB2BInvestingSaaS

Company mission

Be the tech and data platform that connects the global investment ecosystem.

Role

Who you are

  • 4-8 years of product marketing experience. Experience with a high growth tech startup, SaaS, or Finance preferred
  • Full stack product marketer with experience developing zero-to-one products and bringing them to market applying both inbound and outbound product marketing competencies
  • Gifted storyteller with excellent writing and communication skills who can succinctly translate sophisticated and technical features into customer benefits that resonate deeply with the intended 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 from scratch while 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 work efficiently and anticipate roadblocks - knowing when to call out if vital
  • Excitement to be a part of a distributed team and the flexibility to work with peers across different time zones
  • A data-driven marketer with a growth mindset and a steadfast focus on the customer
  • BA/BS degree

What the job involves

  • Champion the customer from product development, to launch, through adoption and retention
  • Become the expert on key customer segments by developing a deep and continuously refined understanding of the market, buyer personas, customer journey, and sales cycle
  • Collaborate with product & GTM teams to develop product positioning and messaging that resonates with our segments and personas
  • Understand the marketing opportunity - be a guide on industry trends and the competition; use this knowledge to craft the product roadmap and update driven resources that position our products and brand
  • Champion client testimonials and customer success stories, identifying new opportunities to showcase client success and leverage these stories to further create client impact
  • Become a trusted partner and strategic adviser to our product and sales teams, infusing customer and market insights that influence the product roadmap and go-to-market decisions
  • Develop concrete insights that you’ll translate into compelling narratives and value propositions that influence across the customer journey
  • Act as the primary leader with vision for the initiatives you support and create internal content to educate team members on product nuances, benefits, and how it fits into the broader strategic narrative of Addepar
  • Draft creative briefs that drive the development of marketing collateral and sales enablement assets; ensuring a unified, single minded value proposition is delivered across all channels and customer touchpoints
  • Measure effectiveness and continuously update our content asset inventory to stay aligned with product strategy, go-to-market priorities, and priority segmentation so our teams can sell with confidence and ease
  • Build scalable playbooks to foster the adoption of Addepar across our priority customer segments, helping our clients showcase to their clients the power of Addepar

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 more than $4 trillion of assets with circa 800 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 and appointing new leadership members from the likes of Oracle and Amazon Web Services. Addepar is certainly gaining momentum as it expands operations and further innovates its suite of solutions.

Steph headshot

Steph

Company Specialist

Insights

Top investors

Few candidates hear
back within 2 weeks

15% employee growth in 12 months

Company

Funding (last 2 of 7 rounds)

Nov 2021

$130m

LATE VC

Jun 2021

$150m

SERIES F

Total funding: $642.8m

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
  • Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
  • Pension with Employer Contributions
  • Wellness and VDU Wallets
  • Bi-Annual Hackathons

Company 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

Company HQ

Old Mountain View, Mountain View, CA

Leadership

Joe Lonsdale

(Chairman)

Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.

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