Full-Time

Sr. Corporate Marketing Manager

Confirmed live in the last 24 hours

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Fintech
Financial Services

Compensation Overview

$110k - $155kAnnually

+ Bonus + Equity

Senior

New York, NY, USA

Category
General Marketing
Growth & Marketing
Required Skills
Branding/Brand Strategy
Requirements
  • Bachelor’s degree or equivalent experience
  • 6+ years working in Corporate or Client Marketing, or a related field
  • Strong experience building and executing large-scale and marquee events from end to end
  • Superior relationship-building skills and a history of effective collaboration with internal teams and external partners, including technical teams
  • Confidence and proficiency in communicating with executives and other senior leaders
  • Ability to travel as needed
Responsibilities
  • Lead and manage the end-to-end execution of strategic events, including content development, program structure, and stakeholder coordination from initial concept through to live delivery, ensuring alignment with business objectives and audience engagement goals
  • Plan, coordinate and execute AddeConf, Addepar’s annual user conference, and Addepar Summits including event messaging & tone, sessions & content, overall event experience, vendor management, etc.
  • Spearhead and scale Addepar’s client meetup program
  • Ideate on future corporate marketing initiatives to continue to grow the Addepar brand and drive business outcomes
  • Collaborate with internal and external partners to ensure consistent messaging and smooth communication
  • Keep a finger on the pulse of industry trends and the competitive landscape to guide corporate marketing strategies
Desired Qualifications
  • Experience in tech and finance industry preferred

Addepar provides investment management software designed for financial professionals, including asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It 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 software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a user base in the hundreds of thousands, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Company Stage

Late Stage VC

Total Funding

$625.3M

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's new trading platform enhances advisor workflows and client insights.
  • Partnerships with firms like Corient expand Addepar's client base and market reach.
  • Generative AI integration offers innovative solutions for managing tech disruption risks.

What critics are saying

  • Addepar's trading platform faces competition from established trading solutions.
  • Generative AI integration may introduce risks of AI biases affecting investment decisions.
  • Reliance on partnerships could pose risks if expected growth is not achieved.

What makes Addepar unique

  • Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.
  • The platform integrates with over 100 partners, offering a comprehensive wealth management solution.
  • Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

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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