
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.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $106k - $166k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎁 Product Marketing
🦅 H1B Visa Sponsor
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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.
• Develop and execute product marketing strategy for the single-family office segment and clients and prospects across EMEA, LATAM and APAC • Build expertise in SFO target buyers, operating models, buyer personas, committees and customer journeys • Develop market expertise across EMEA, LATAM and APAC, including regional trends, needs, competitive dynamics and cultural nuances • Partner with regional Sales, Relationship Management and Demand Generation teams on coordinated go-to-market programs • Define segment and regional positioning and craft messaging connecting Addepar’s global value proposition to audience needs • Tailor broader product launches for regional audiences and product availability • Develop and execute SFO and region-specific campaigns supporting awareness, demand, engagement, adoption and expansion • Create scalable core materials and adapt them for regional use, including campaign content, sales enablement, client education, thought leadership and co-branded resources • Research and monitor markets, industry developments and competitive landscape; measure program effectiveness and incorporate feedback
• 3–6 years of product marketing or related go-to-market experience • Experience with B2B SaaS, financial services, fintech, wealth management or investment management preferred • Experience developing market and audience insights, value propositions, messaging, go-to-market strategies, enablement and content • Excellent storytelling, writing and communication skills • Ability to translate sophisticated and technical capabilities into clear customer value for different audiences • Experience partnering with Sales, Demand Generation, Relationship Management, Product or other GTM teams • Ability to move between strategy and hands-on execution across multiple projects • Strong relationship-building and influencing skills across regions, functions and time zones • Ability to work independently, prioritize efficiently, navigate ambiguity, anticipate roadblocks and escalate when needed • Must be legally authorized to work in the United States for any employer without current or future visa sponsorship • Must be authorized to begin work in the U.S. on the first day of employment
• Bonus • Equity • Benefits • Reasonable accommodation for individuals with disabilities during application, interview, and employment • Equal opportunity and inclusive workplace
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