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Addepar

Cloud-based wealth management data platform

Ecosystem Marketing Manager

Marketing Generalist & ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • A bachelor's degree in Marketing, Business, or a related field is required.
  • At least 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 managing multiple initiatives simultaneously.
  • Proficiency in marketing automation tools, customer relationship management systems, and analytics.
  • Ability to adapt to changing priorities in a fast-paced, dynamic environment.

Responsibilities

  • Take full ownership of the partner marketing motion, building and executing initiatives that drive awareness, adoption, and engagement across all verticals and geographies.
  • Deliver comprehensive marketing strategies across digital, content, events, and other channels to drive brand awareness, lead generation, and pipeline growth.
  • Design and execute a portfolio of co-marketing activations and joint marketing activities with leading brands.
  • Partner with internal performance marketing managers to identify and develop co-marketing opportunities, coordinating with business development and sales to align priorities across teams.
  • Cultivate and maintain executive-level relationships with key partners and stakeholders, managing expectations to balance partner relationships with business goals.
  • Own the marketing portion of the partnership onboarding process by designing and implementing an efficient, scalable journey for seamless integration and long-term success.
  • Develop and maintain a deep understanding of partner integration updates, serving as the team's subject matter expert on integration capabilities and their use in campaigns.
  • Use marketing automation, customer relationship management, and analytics platforms to monitor campaign performance, deliver data points, and provide strategic recommendations for improvement.

Desired Qualifications

  • An MBA is a plus.
  • Experience in the financial technology or software industry is preferred.

About the Company

Addepar

Cloud-based wealth management data platform

Addepar offers a cloud-based wealth management platform that consolidates data for data aggregation, analytics, and reporting. It ingests data from custodians, fund administrators, and broker-dealers to present a single, real-time view with tools for performance, risk, scenario modeling, and automated billing, plus a broad API and hundreds of integrations. It specializes in complex, multi-asset and illiquid portfolios (like private equity and real estate) for high-net-worth clients, with pricing based on assets under management. Its goal is to deliver transparent, data-driven insights and an integrated, scalable system that streamlines portfolio oversight and operations for wealth managers.

Company size
1,001-5,000
Company stage
Series G
Total funding
$872.8M
Headquarters
New York City, New York
Founded
2009

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