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.

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.

PHISHING SCAM WARNING

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.

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