Performance Marketing Manager

🕒 June 17

🏄 California – Remote

🏄 California – Remote

💵 $94k - $148k / year

⏰ Full Time

🟠 Senior

🔴 Lead

📈 Performance Marketing

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Addepar

WebsiteLinkedInAll Job Openings

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

• Drive SFO Demand Generation & Pipeline Growth: Build and execute comprehensive marketing strategies across performance channels (digital, paid media, email, web, etc.) to drive brand awareness, high-value lead generation, and pipeline acceleration within the Single Family Office segment. • Cross-Functional Collaboration: Partner closely with Product Marketing and Content teams to align on messaging and content strategy to ensure effective messaging in market. • Optimize Campaigns through Data: Leverage marketing automation, CRM, and analytics platforms to efficiently monitor campaign performance, deliver clear data points, and provide strategic recommendations for improvement. • Execute High-Touch Marketing Initiatives: Coordinate a high-impact portfolio of digital activations, content distribution, and boutique event/roundtable marketing activities tailored to ultra-high-net-worth (UHNW) networks. • Serve as SFO Segment Subject Matter Expert (SME): Develop and maintain a deep understanding of family office market trends, integration requirements, and persona challenges, serving as the team's SME on how these can be leveraged across growth campaigns.

🎯 Requirements

• Bachelor's degree in Marketing, Business, or a related field. MBA is a plus. • 8+ years of experience in B2B marketing, preferably in the financial technology, wealth management, or software industry. • Proven experience leading and driving performance marketing, demand generation, or account-based marketing (ABM) programs. • Strong project management skills specifically managing multiple growth marketing initiatives simultaneously. • Excellent communication skills and the ability to build interpersonal connections with internal sales collaborators and external stakeholders. • Creative problem solver with a strategic perspective and a data-driven approach. • Proficiency in marketing automation tools, CRM systems, and analytics. • Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

🏖️ Benefits

• Health insurance • Retirement plans • Flexible work arrangements • Professional development • Bonuses