Addepar is seeking a customer-minded Marketing Manager to support several strategic client and network advocacy programs. Reporting to the Sr. Manager of Corporate Marketing, this role provides the opportunity for a creative, self-starter to work cross-functionally with Sales, Account Management, Product, Partnerships and clients to manage key deliverables of our community marketing programs. 

This is a multi-disciplinary role that requires an individual to be comfortable wearing hats ranging from strategic program creation and development, creative storytelling and drive deep engagement with the community to further unlock value with Addepar.

The ideal candidate will have a strong track record in developing unique ideas, original content, and editorial strategies that impact the greater Addepar community that align with the corporate brand look, feel and messaging. Experience collaborating cross-functionally and building consensus among internal and external stakeholders in an entrepreneurial, high-expectation environment is essential.

Role Responsibilities 

• Drive community strategy, development, growth and engagement.
• Conceive, develop and build engaging content including (but not limited to): client testimonials, client newsletters, presentations, webinars and surveys.
• Manage a spectrum of client marketing initiatives as needed, including client meetups, advisory boards, referral programs, etc. with a keen focus on driving retention, growth and referrals.
• Manage content projects with third-party vendors and internal stakeholders.
• Work closely with the greater marketing organization to ensure alignment on messaging and campaign needs.
• Strategic project oversight with various internal and external stakeholders managing to achieve program delivery excellence.
• Understand the social presence of the brand and continuously suggest ways to better position Addepar.
• Support the development of a robust measurement plan to ensure that the client marketing programs are evaluated correctly and demonstrates business impact.
• Continuous ideation and comfortability working with minimum structure while helping define process and structure for various key initiatives.

Qualifications

• 3-5 years of experience (ideally 3 years in a fast-paced B2B startup environment)
• Experience and comfort working closely with clients
• Strong track record of managing multiple projects and key programs at a time
• Adept at anticipating client needs, thinking on-the-fly, and providing tactical counsel when called upon
• Demonstrated track record of autonomy, maturity, ability to multitask, planning and organization
• Excellent written and verbal communication skills

Key Attributes

• Self-starter with strong project management skillset - ability to focus on tactical execution to get the job done against tight deadlines
• Consultative and collaborative mindset
• Fosters strong relationships with internal stakeholders and clients
• Comfort with ambiguity 
• Very trustworthy, high integrity
• Positive, optimistic attitude; willing to do what it takes to get the job done

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.

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.

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