Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

The Role

We are seeking a Senior Product Marketing Manager to join our growing Product Marketing team. In this highly visible, strategic role that spans across the Addepar product portfolio, you will be responsible for helping drive acquisition, engagement, and retention in our fastest growing client segment covering enterprise and institutional clients, including global banks, pensions, endowments, foundations, sovereign wealth funds, and large private equity and venture capital firms globally. You’ll work cross-functionally with product, sales, and other go-to-market teams to drive product positioning, enhance segmentation, map complex buyer and customer journeys, and translate segment insight into messaging, enablement, and go-to-market programs.

We are looking for someone who is excited by the opportunity to work within a key, strategic growth area for the business and support a rapidly growing team of product and go-to-market professionals to accelerate growth. As a key product marketing owner supporting this client segment, you should thrive when you can combine cross-functional collaboration with outstanding content, and resourceful marketing approaches to make a material impact on our clients. You are driven, flexible and can solve any problem through resourcefulness, emotional intelligence, and integrity.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $159,000-
$199,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

Develop and execute a comprehensive product marketing strategy for the enterprise and institutional client segments in alignment with company and platform goals
Become the expert in your client segments by developing a deep and continuously refined understanding of the market, buyer personas, buying committees, customer journey, and sales cycle.
Build deep working relationships with the dedicated Sales and Relationship Management teams supporting this segment’s growth and expansion.
Define product positioning and craft compelling messaging that clearly articulates Addepar’s value proposition and resonates with enterprise and institutional audiences.
Collaborate with Product and GTM teams to develop impactful GTM strategies, marketing materials, and internal resources that support segment-specific solutions and use cases.
Manage the product and feature launch process for the enterprise and institutional client segments in collaboration with Product, Marketing and GTM teams
Produce thought leadership and product educational content that builds awareness and reinforces Addepar’s leadership with enterprise and institutional audiences.
Research and monitor the market, industry, and competitive landscape to identify key trends and inform competitive positioning.
Scope, build, and launch scalable segment resources, including client education and co-branded marketing materials.

Who You Are

4–8 years of product marketing experience. Experience with B2B SaaS, financial services, fintech, wealth management, or investment management preferred.
Full-stack product marketer with experience researching client segments and developing strong value propositions, messaging, enablement, and associated content.
Gifted storyteller with excellent writing and communication skills who can translate sophisticated and technical capabilities into customer benefits that resonate with target 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 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 efficiently, anticipate roadblocks, and escalate when needed.

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.

Sr. Product Marketing Manager - Enterprise and Institutions