Addepar

Sr. Product Marketing Manager

United States

$127,000 – $199,000Compensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Data & AnalyticsIndustries

Position Overview

  • Location Type: Hybrid (Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune)
  • Employment Type: Full-time
  • Salary: $127,000 - $199,000 (base salary) + bonus + equity + benefits

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

We are seeking a Senior Product Marketing Manager to join our expanding Product Marketing team. In this highly visible, strategic role that spans across the Addepar product portfolio, you will be responsible for helping drive acquisition, engagement, and retention in our fastest growing client segment covering enterprise and institutional clients including global banks, pensions, endowments, foundation, sovereigns and large private equity and venture capital funds globally. You’ll work cross-functionally with product, sales, and other go-to-market teams to drive product positioning, enhance segmentation, map the buyer and customer journey, and more.

We are looking for someone who is excited by the opportunity to work within a key, strategic growth area for the business and support a rapidly growing team of product and go-to-market professionals to accelerate growth. As the first product marketing hire supporting this client segment, you should thrive when you can combine cross-functional collaboration with outstanding content, and resourceful marketing approaches to make a material impact on our clients. You are driven, flexible and can solve any problem through resourcefulness, emotional intelligence, and integrity.

Requirements

  • (Details are missing from the provided text)

Responsibilities

  • Develop a comprehensive product marketing strategy for the enterprise and institutional client segments in alignment with company and platform goals.
  • Become the expert in your client segments by developing a deep and continuously refined understanding of their needs and challenges.
  • Collaborate with product, sales, and other go-to-market teams to drive product positioning and messaging.
  • Map the buyer and customer journey to identify opportunities for optimization.
  • (Details are missing from the provided text)

Application Instructions

  • (Details are missing from the provided text)

Company Information

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $127,000 - $199,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Skills

Product Marketing
Market Segmentation
Customer Journey Mapping
Product Positioning
Cross-functional Collaboration
Go-to-Market Strategy
Client Acquisition
Client Engagement
Client Retention

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.

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