Manager, Marketing Operations

🕒 April 22

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Addepar

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

Finance • Fintech • SaaS

Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

📋 Description

• Engineer the Marketing Infrastructure: Lead the people, processes, and technical architecture of our marketing stack. You will act as the "Technical Product Owner" for our tools, ensuring high-integrity data flow between systems • Systems-Led Campaign Execution: Oversee the technical execution of marketing campaigns and ad-hoc business requests. You will translate marketing requirements into robust technical specifications, ensuring that every launch is tracking-ready, scalable, and integrated across the full stack • Architect Complex Automations: Move beyond basic workflows to drive the implementation of sophisticated, AI-enhanced automation strategies. You’ll align tech and people to increase productivity and support Addepar’s rapid scaling • Data & AI Strategy: Manage the marketing data in our database infrastructure (Databricks) to build custom tables, deep-dive dashboards, and predictive AI workflows. You will turn raw data into a strategic roadmap for the executive team • Full-Lifecycle Calibration: Own and continuously optimize the technical lead lifecycle - from enrichment and privacy governance to complex scoring models, automated routing, and conversion rate optimization • Cross-Functional Technical Liaison: Partner with Performance Marketing, Product, and Sales Ops to build a unified view of the customer. You’ll be the bridge that ensures our systems talk to each other as fluently as our people do • Compliance & Governance: Act as the guardian of our data, ensuring all tools and processes exceed Infosec policies and global communication standards • Roadmap & Sprint Leadership: Drive the MarkOps roadmap using agile methodologies. You’ll lead sprint planning and participate in annual goal-setting, ensuring technical debt is managed while innovation thrives

🎯 Requirements

• A minimum of 6 years of related experience with a Bachelor’s degree (or equivalent), or 4+ years of experience paired with a Master’s degree • 4+ years of deep Marketo expertise, with a focus on advanced Salesforce integrations and the architecture of complex, multi-stage lead lifecycle workflows • 2+ years of hands-on experience managing marketing data within Databricks (or similar database infrastructures). • 2+ years of experience leading hybrid or remote teams. • Proven success in scaling and optimizing lead management processes—including lifecycle stages, predictive scoring, automated routing, and CRO—all backed by rigorous performance metrics. • A deep understanding of the sales and marketing funnel, industry best practices, and the KPIs that drive B2B growth. • Extensive knowledge of Salesforce (SFDC) campaign hierarchies, complex attribution methodologies (First-Touch, Multi-Touch, U-Shaped), and executive-level dashboard builds. • Experience leading high-impact projects that bridge multiple teams and systems, ensuring technical alignment and seamless execution across the organization. • Exceptional interpersonal skills with the ability to "translate" complex technical infrastructure into strategic narratives that influence senior leadership and key stakeholders.

🏖️ Benefits

• Bonus • Equity • Benefits

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