Performance Marketing Manager at Addepar

London, England, United Kingdom

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Financial Services, Investment TechnologyIndustries

Requirements

Bachelor's degree in Marketing, Business, or a related field (MBA a plus)
Substantial experience in B2B marketing, preferably in the financial technology or software industry
Proven experience in managing and executing marketing campaigns across multiple channels (digital, content, events, social, media, etc.)
Strong project management skills with the ability to manage multiple initiatives simultaneously
Excellent communication and interpersonal skills, with the ability to build and maintain relationships with partners and internal stakeholders
Proficiency in marketing automation tools, CRM systems, and analytics platforms

Responsibilities

Develop and execute performance marketing strategies to drive awareness, adoption, engagement, and geo-expansion (including go-to-market strategies, campaigns, and promotional activities)
Lead the development and execution of multi-channel marketing campaigns (digital, content, events, etc.) to drive brand awareness, lead generation, and pipeline growth
Track, analyze, and report on performance marketing programs, providing insights and recommendations for optimization
Collaborate with the in-house Studio Team to create compelling design and copy for campaigns, events, and activities that resonate with target audiences regionally
Enhance third-party conference participation and Addepar-hosted events: plan and implement participation, liaise with organizers, define regional programs, execute, track ROI, and optimize Salesforce tracking for opportunities, contacts, and leads
Collaborate with internal teams (sales, customer success, client management) and external partners to create and deliver joint marketing initiatives, cultivating strong relationships
Stay up-to-date with industry trends, competitor activities, and market developments to inform strategies
Leverage marketing automation tools, CRM systems, and analytics platforms in partnership with marketing operations to enhance campaign effectiveness and efficiency

Skills

Performance Marketing

B2B Marketing

Event Management

Campaign Management

Lead Generation

Digital Marketing

Content Creation

Marketing Analytics

Go-to-Market Strategy

Geo-Expansion

Addepar

Investment management software for financial professionals

About Addepar

Addepar provides investment management software designed for financial professionals like 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 large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Mountain View, CaliforniaHeadquarters

2009Year Founded

$625.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

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

Risks

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.

Differentiation

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.

Upsides

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.

Land your dream remote job 3x faster with AI

Try Jobo Free