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Addepar

Cloud-based wealth management data platform

Field Marketing Manager

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

About the Job

Requirements

  • At least 6 years of experience in field marketing, event marketing, or a closely related B2B marketing discipline, including at least 2 years managing a team.
  • Proven experience owning a broad events portfolio, including large-scale flagship conferences, executive programs, and regional activations.
  • Demonstrated ability to influence and align senior stakeholders across complex, cross-functional organizations.
  • Proven track record of building and managing event budgets and reporting performance against pipeline and return-on-investment metrics.

Responsibilities

  • Lead, coach, and develop a team of three field marketers by setting clear goals, maintaining high standards, and creating conditions for strong team performance.
  • Establish and reinforce roles, responsibilities, and success metrics for team members, ensuring accountability against event targets, deadlines, and quality standards.
  • Manage Addepar’s global events portfolio, advising on event and program investments, allocation of team and budget resources, and alignment of the calendar with go-to-market priorities and business outcomes.
  • Align the events calendar to territory priorities, pipeline goals, product launches, and campaigns.
  • Own end-to-end execution of the annual user conference, AddeConf, including agenda setting, content creation, event design, logistical oversight, and pre- and post-event activation.
  • Evaluate the events portfolio, discontinue underperforming programs, expand successful programs, and identify new opportunities as the business grows globally.
  • Serve as the organization-wide point of contact for events.
  • Drive internal stakeholder alignment before, during, and after each program, ensuring Sales understands its role, Product Marketing messaging is reflected, and account management teams are briefed on their accounts.
  • Own the events analytics function by building and maintaining a performance dashboard tracking leads generated, pipeline influenced, meetings held, cost per lead, Net Promoter Score, and return on investment.
  • Use post-event insights to promote data-informed decisions and continually improve team strategy and execution.
  • Manage the full Field Marketing events budget, including allocation across programs, spend tracking, and return-on-investment accountability.
  • Ensure operational excellence across procurement, vendor contracts, invoicing, compliance submissions, and lead capture processes.
  • Travel to key events domestically and occasionally internationally to support the team and maintain visibility with clients, partners, and internal stakeholders.

Desired Qualifications

  • Background in fintech, wealth management, financial services, or enterprise software as a service.
  • Knowledge of Salesforce Sales Cloud, Marketo, and ON24.

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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