Performance Marketing Manager - SFOs

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 proactive, dynamic, and strategic Performance Marketing Manager, Single Family Offices to join our marketing team. This role is responsible for expanding our continuing to drive growth and pipeline success of the Single Family Office (SFO) segment at Addepar through data-driven performance marketing strategies and highly targeted acquisition campaigns.

As the owner of the SFO performance marketing motion, you will build, scale, and manage multi-channel demand generation and account-based marketing (ABM) efforts specifically tailored to this highly sophisticated audience.

The ideal candidate has a strong background in B2B performance marketing, deep experience in the wealth management, family office, or financial technology industries, and a proven track record of developing a robust pipeline of high-value opportunities.

You are highly comfortable operating in ambiguity, taking the lead with minimal input from your manager, and excel at managing expectations to maintain a delicate balance between supporting sales priorities and delivering measurable results for the business.

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 $94,000 - $148,000 (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

• Drive SFO Demand Generation & Pipeline Growth: Build and execute comprehensive marketing strategies across performance channels (digital, paid media, email, web, etc.) to drive brand awareness, high-value lead generation, and pipeline acceleration within the Single Family Office segment.
• Cross-Functional Collaboration: Partner closely with Product Marketing and Content teams to align on messaging and content strategy to ensure effective messaging in market.
• Optimize Campaigns through Data: Leverage marketing automation, CRM, and analytics platforms to efficiently monitor campaign performance, deliver clear data points, and provide strategic recommendations for improvement.
• Execute High-Touch Marketing Initiatives: Coordinate a high-impact portfolio of digital activations, content distribution, and boutique event/roundtable marketing activities tailored to ultra-high-net-worth (UHNW) networks.
• Serve as SFO Segment Subject Matter Expert (SME): Develop and maintain a deep understanding of family office market trends, integration requirements, and persona challenges, serving as the team''s SME on how these can be leveraged across growth campaigns.

Who You Are

• Bachelor''s degree in Marketing, Business, or a related field. MBA is a plus.
• 8+ years of experience in B2B marketing, preferably in the financial technology, wealth management, or software industry.
• Proven experience leading and driving performance marketing, demand generation, or account-based marketing (ABM) programs.
• Strong project management skills specifically managing multiple growth marketing initiatives simultaneously.
• Excellent communication skills and the ability to build interpersonal connections with internal sales collaborators and external stakeholders.
• Creative problem solver with a strategic perspective and a data-driven approach.
• Proficiency in marketing automation tools, CRM systems, and analytics.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

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.

Skills

Artificial Intelligence (AI), Brand Marketing (Branding), Business Administration, Business-to-Business (B2B) Marketing, Campaigns, Channel Management, Communication Skills, Consulting, Content Delivery/Distribution, Cross-Functional, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer/Client Research, Demand Generation, Digital Media, Event Marketing, Finance, High Net Worth, High Tech Industry, Inside Sales, Interpersonal Skills, Interviewing Skills, Lead Generation, Leadership, Market Trend Analysis, Marketing, Marketing Automation Software, Marketing Strategy, Onboarding, Performance Analysis, Performance Management, Phishing, Problem Solving Skills, Product Marketing, Project/Program Management, Purchasing/Procurement, Sales Pipeline, Sales Support, Social Media, Systems Analysis, Technical Leadership, Wealth Management

About the Company

Addepar, Inc.