Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

We are looking for a dynamic and outcome-focused Senior Strategy and Marketing Programs Manager to join our team. This pivotal role is a unique blend of strategy, meticulous project management, and agile operational execution, all targeted towards influencing pivotal business results. We are particularly interested in individuals who are natural problem solvers with a pragmatic approach, ready to translate complex challenges into tangible outcomes.

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 $118,000 - $185,000 + 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.

What You’ll Do

  • Partner closely with the CMO and key partners to craft, refine, and advance key initiatives, ensuring they are in lockstep with the company's overarching objectives.
  • Lead and inspire cross-functional teams to bring strategic plans to fruition, guaranteeing timely and scope-compliant project completion.
  • Convert strategies into specific, actionable, and quantifiable plans, smoothly integrating these into operations.
  • Undertake analysis of market trends, industry shifts, and competitive landscapes to guide strategic decisions and uncover growth opportunities.
  • Develop and institute efficient operational processes and frameworks to elevate organizational productivity and performance.
  • Provide analysis and reports on project outcomes, offering insights and recommendations to the CMO and senior leadership team.
  • Cultivate a culture of innovation and continuous enhancement, promoting process and system improvements.
  • Build and maintain positive collaborations and vendors, ensuring alignment and efficient use of resources.

Who You Are

  • A natural relationship builder with demonstrated experience forging connections across all levels and with partners.
  • Exceptional ability to navigate and find opportunities within ambiguous situations, turning uncertainty into actionable strategy.
  • Proven expertise in developing and implementing strategies that enhance business growth and operational efficiency.
  • Advanced analytical and problem-solving skills, adept at distilling complex ideas into executable plans.
  • Superior communication, presentation and interpersonal skills, capable of actively engaging and influencing various team members.
  • In-depth knowledge of the financial services industry, with technological experience considered a substantial asset.
  • Ability to thrive in fast-paced, ever-evolving environments, juggling multiple priorities with finesse.

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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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 TAinfo@addepar.com.

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