
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.
October 3
🏄 California – Remote
🗽 New York – Remote
💵 $106k - $166k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎁 Product Marketing
🦅 H1B Visa Sponsor

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.
• Champion the customer from product development, to launch, through adoption and retention • Become the expert in your client segments by developing a deep and continuously refined understanding of the market, buyer personas, customer journey, and sales cycle • Build deep working relationships with the growing, dedicated sales and relationship management teams supporting their rapid growth and expansion • Define product positioning and craft compelling product messaging that clearly articulates the Addepar’s value proposition in the market and resonates with the target audience • Collaborate with Product and GTM teams to develop impactful GTM strategies, marketing materials, and internal resources to support various solutions and use cases • Stays close to the roadmap, managing the product and feature launch process in collaboration with Product, Marketing and GTM teams • Produce regular thought leadership and product educational content to build brand awareness and solidify Addepar’s leadership in the space • Research and monitor market, industry and competitive landscape identifying key trends and competitive positioning
• 4-8 years of product marketing experience. Experience with B2B SaaS, financial services or fintech preferred • Full stack product marketer with experience accelerating market adoption applying both inbound and outbound product marketing competencies • Gifted storyteller with excellent writing and communication skills who can succinctly translate sophisticated and technical features into customer benefits that resonate deeply with the intended audiences • Ability to see the big picture across a large organization and articulate how each product and feature release complements the broader Addepar platform narrative • Experience designing and rolling out go-to-market strategies from scratch while using multiple marketing channels and content types to drive awareness, engagement and adoption • Demonstrated ability to thoughtfully move between strategy development and tactical execution across multiple projects in a fast-paced, continuously evolving, and collaborative environment • Experience building enduring cross-functional partnerships and influencing teams to bring sophisticated, high visibility launches to market • Ability to work independently, prioritize work efficiently and anticipate roadblocks - knowing when to call out if vital
• Health insurance • 401(k) • Bonuses • Equity
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