Full-Time

Sr. Product Marketing Manager

Confirmed live in the last 24 hours

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Compensation Overview

$127k - $199k/yr

+ Bonus + Equity

Senior

Remote in USA

Category
Product Management
Product
Required Skills
Market Research
Requirements
  • 4-8 years of product marketing experience. Experience with B2B SaaS, financial services or fintech preferred.
  • Full stack product marketer with experience researching client segments and developing strong value propositions and associated content.
  • 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.
Responsibilities
  • Develop 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, customer journey, and sales cycle.
  • Build deep working relationships with the growing, dedicated sales and relationship management teams supporting their rapid growth and expansion.
  • Define product positioning and craft compelling product messaging that clearly articulates the Addepar’s value proposition in the market and resonates with the target audience.
  • Collaborate with Product and GTM teams to develop impactful GTM strategies, marketing materials, and internal resources to support various 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 regular thought leadership and product educational content to build brand awareness and solidify Addepar’s leadership in the space.
  • Research and monitor market, industry and competitive landscape identifying key trends and competitive positioning.
  • Scope, build and launch resource hub inclusive of client education and co-branded marketing materials items.
Desired Qualifications
  • Experience with B2B SaaS, financial services or fintech preferred.

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. Its platform aggregates and analyzes financial data, enabling users to make informed investment decisions. The software allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's subscription-based model includes features for billing and fee management, ensuring transparency in costs associated with portfolio management. With a strong presence in the global financial market and a user base in the hundreds of thousands, Addepar aims to empower investment professionals to optimize their clients' financial goals and navigate the complexities of the financial landscape.

Company Size

1,001-5,000

Company Stage

Series G

Total Funding

$902.8M

Headquarters

New York City, New York

Founded

2009

Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar raised $230 million in Series G funding, boosting its valuation to $3.25 billion.
  • The launch of Addepar Trading enhances advisor workflows and client insights.
  • Partnership with Corient expands Addepar's reach in high-net-worth client management.

What critics are saying

  • Emerging fintech startups could erode Addepar's market share.
  • Rapid technological advancements may strain Addepar's resources and profitability.
  • Regulatory changes could necessitate costly compliance updates to Addepar's platform.

What makes Addepar unique

  • Addepar aggregates data for over $7 trillion in assets globally.
  • The platform integrates with over 100 software, data, and services partners.
  • Addepar's focus on illiquid assets aligns with the growing trend of alternative investments.

Help us improve and share your feedback! Did you find this helpful?

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

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
SuperbCrew
May 14th, 2025
Addepar Raises $230 Million In Series G And Reaches $3.25 Billion Valuation While Expanding Its Global Investment Platform

Addepar secures $230 million in Series G funding, bringing its valuation to $3.25 billion and adding new backing from global investors including Vitruvian Partners and EDBI.

Taiwan Net
May 13th, 2025
Addepar Raises $230M at $3.25B Valuation

Addepar has raised $230 million in a Series G investment round, valuing the company at $3.25 billion.

Haps Korea
May 13th, 2025
Addepar Raises $230M at $3.25B Valuation

Addepar has raised $230 million in a Series G investment round, reaching a valuation of $3.25 billion. The company, with a presence in cities like New York, San Francisco, London, and others, manages assets worth $7 trillion. Key figures involved include Eric Poirier, Luuk Remmen, Jaime Hildreth, and Joe Lonsdale.

Finsmes
May 13th, 2025
Addepar Raises $230M in Series G

Addepar, a NYC-based technology and data platform provider, raised $230 million in Series G funding at a $3.25 billion valuation. The round was led by Vitruvian Partners and WestCap, with participation from 8VC, Valor Equity Partners, and EDBI. The funds will be used to provide liquidity to employees and investors through a tender offer. Addepar's platform aggregates data for over $7 trillion in assets and integrates with over 100 partners.

PR Newswire
Mar 5th, 2025
Sumit Announces Strategic Integrations With Bill And Addepar Into Its Family Office Accounting Software

NEW YORK, March 5, 2025 /PRNewswire/ -- SumIt, a powerful, multi-entity general ledger and accounting platform built by family offices for family offices, today announces integrations with Bill for streamlined payments and Addepar for enhanced investment tracking. These additions provide family offices and high-net-worth individuals with a more holistic, user-friendly solution for increasingly complex financial operations.In 2024, Deloitte estimated there were approximately 8,030 family offices worldwide—a 31% increase since 2019—with projections reaching 10,720 by 2030. This swift expansion underscores the rising need for robust, intuitive accounting software tailored to family offices. SumIt addresses this demand by enabling users to manage multiple entities, record journal entries, and generate consolidated reports with just a few clicks. The platform's intuitive interface provides a clear visualization of trusts, LLCs, and other structures enhanced by AI-driven transaction categorization.Many family office accounting platforms promised to unify family office accounting and workflows, but, in practice, they were too complicated for many. On the other end of the spectrum, overly simplistic solutions lacked crucial features needed by family offices