Full-Time

Head of Performance Marketing

Posted on 8/29/2024

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Fintech
Financial Services

Senior, Expert

Remote in UK

Category
General Marketing
Growth Marketing
Growth & Marketing
Required Skills
Lead Generation
Social Media
SEO
Data Analysis
Requirements
  • 10+ years of shown experience in B2B financial services marketing, with a proven track record of success in driving growth within the financial technology or wealth management industry.
  • Experience in setting clear goals and objectives, and holding vendors or partners accountable for delivering results.
  • Strong understanding of the EMEA marketing landscape and cultural nuances.
  • Ability to translate marketing goals into measurable return on investment and give to the achievement of overall business objectives.
  • Deep expertise in digital marketing channels (SEO, SEM, content marketing, social media, ad platforms, etc.).
  • Excellent analytical skills and ability to translate data insights into actionable marketing strategies.
  • Proficiency in English, with additional European languages a plus.
Responsibilities
  • Develop and implement a data-driven marketing strategy for the EMEA region, aligned with global and regional business objectives.
  • Develop and implement localised marketing campaigns across all channels (digital, content, events, etc.) to drive brand awareness, lead generation, and pipeline growth.
  • Stay abreast of industry trends and competitor activity in the EMEA wealth management technology space.
  • Develop positive relationships with key partners and industry influencers.
  • Collaborate with regional sales, client management, services and partner teams to understand market needs, develop effective marketing programs, and achieve shared goals.
  • Track and measure the success of marketing campaigns and programs, and provide data-driven insights to optimise performance.
  • Excel in a fast-paced environment and possess a bias for action. Test new marketing initiatives, iterating quickly, and adapting based on data and results.

Addepar provides investment management software that helps financial professionals manage and analyze their clients' portfolios. The platform aggregates financial data, allowing users to align portfolios with specific targets, model asset allocations, and test hypothetical performance under various scenarios. It is particularly adept at handling illiquid assets, which are difficult to sell without losing value. Addepar's software also includes features for billing and fee management, ensuring transparency in costs associated with portfolio management. Unlike many competitors, Addepar focuses on delivering a comprehensive view of client portfolios, which empowers investment professionals to make informed decisions and optimize financial outcomes. The goal of Addepar is to enhance the capabilities of investment professionals, enabling them to better serve their clients in a dynamic financial environment.

Company Stage

Late Stage VC

Total Funding

$625.3M

Headquarters

New York City, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

9%

1 year growth

20%

2 year growth

31%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's new trading platform streamlines advisor workflows and provides deeper client insights.
  • Partnerships with firms like Corient enhance Addepar's market presence and client offerings.
  • Generative AI integration offers innovative solutions for data-driven investment management.

What critics are saying

  • Competition from established trading platforms like Charles Schwab may challenge Addepar's new platform.
  • AI integration exposes Addepar to potential risks in ethics and data privacy.
  • Resource strain from partnerships may impact service quality if demand exceeds capacity.

What makes Addepar unique

  • Addepar aggregates portfolio, market, and client data for over $4 trillion assets.
  • The platform integrates with 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

INACTIVE