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.
Marketing Operations Manager
🕒 June 18
🗽 New York – Remote
💵 $102k - $160k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚙️ Marketing Operations
🦅 H1B Visa Sponsor
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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
• Lead the people, processes, and technical architecture of our marketing stack • Oversee the technical execution of marketing campaigns and ad-hoc business requests • Drive the implementation of sophisticated, AI-enhanced automation strategies • Manage the marketing data in our database infrastructure (Databricks) • Own and continuously optimize the technical lead lifecycle • Partner with Performance Marketing, Product, and Sales Ops to build a unified view of the customer • Ensure all tools and processes exceed Infosec policies and global communication standards • Drive the MarkOps roadmap using agile methodologies
🎯 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 • 6+ 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 • 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 • Experience leading high-impact projects that bridge multiple teams and systems • Exceptional interpersonal skills
🏖️ Benefits
• Bonus • Equity • Benefits
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