Sr. Performance Marketing Manager
Posted on 10/11/2023

501-1,000 employees

Wealth management platform for investors & advisors
Company Overview
Addepar's mission is to create a more transparent financial system. The company provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.
Data & Analytics

Company Stage

Series F

Total Funding





Mountain View, California

Growth & Insights

6 month growth


1 year growth


2 year growth

New York, NY, USA
Experience Level
Desired Skills
Data Analysis
Google AdWords
Google Analytics
Lead Generation
Growth & Marketing
  • 5+ years in marketing strategy, growth or performance marketing, and digital marketing
  • Knowledge in coordinated marketing, demand generation, and marketing operations
  • Resourceful and capable of building frameworks and processes from the ground up to support growth initiatives
  • Experienced in account-based marketing and funnel conversion, with a proven track record to achieve positive results
  • Possess a strong sense of ownership and operational difficulty, ensuring that initiatives are driven with precision and efficiency
  • Experimental, constantly seeking innovative solutions and eager to test and validate to improve campaign performance
  • Excellent critical thinking skills and the ability to influence and lead others efficiently
  • Highly analytical and comfortable investigating into data to improve performance and outcomes when needed
  • Known to work in scaling acquisition engines, such as LinkedIn and Google Ads
  • Deep knowledge of MarTech platforms and their implications, including CRM and analytics tools (e.g., Marketo, Salesforce, Google Analytics, LinkedIn, ZoomInfo, etc.)
  • Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC
  • Develop revenue marketing programs with a strong emphasis on lead generation and client lifecycle management, ensuring the delivery of targeted messages to the appropriate audience segments at the right time, all geared towards achieving company revenue goals
  • Collaborate with the Go-to-Market (GTM), and sales teams to ensure campaign objectives align with key sales objectives, supporting revenue generation and pipeline growth
  • Supply to pipeline and revenue generation targets by defining, tracking, and reporting on program return on investment, customer acquisition, marketing efficiency, campaign activity, and results
  • Owner of the end-to-end planning and execution of campaigns. This includes using various channels such as account-based marketing, email marketing, webinars, events, and digital advertising to improve impact
  • Leverage experimentation, accountability, and results within the marketing team, encouraging innovative ways to drive growth
  • Collaborate seamlessly with coordinated marketing and sales to deliver comprehensive and efficient results
  • Apply a data-driven approach to analyze quantitative data and qualitative insights, testing hypotheses and scaling successful strategies across the customer lifecycle