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Job Overview
Location
Remote
Job Type
Full-time
Category
Software Engineering
Date Posted
October 5, 2025
Full Job Description
đź“‹ Description
- • Own the go-to-market strategy for Addepar’s flagship wealth-management platform, translating complex financial-technology capabilities into crisp, advisor-centric value propositions that resonate across North America, EMEA, and APAC.
- • Craft and continuously refine core messaging, positioning, and competitive differentiation for new product modules (performance analytics, client reporting, data aggregation, and portfolio-modeling APIs), ensuring every asset—from website copy to sales decks—speaks the language of RIAs, broker-dealers, family offices, and private banks.
- • Partner with Product Management, Sales, and Client Success to launch 6–8 major releases per year, orchestrating cross-functional readiness sprints, beta programs, and post-launch retrospectives that accelerate adoption and reduce time-to-revenue.
- • Build and maintain a living competitive-intelligence library that tracks 40+ fintech and incumbent vendors, surfacing win/loss insights, pricing trends, and whitespace opportunities that directly influence roadmap prioritization and executive decisions.
- • Develop persona-based enablement kits (battle cards, ROI calculators, demo scripts, and objection-handling guides) that empower 200+ global sellers and client-facing consultants to articulate Addepar’s unique value in under two minutes.
- • Design and execute integrated campaigns across email, paid social, webinars, and industry events (e.g., Schwab IMPACT, T3, FundForum) that generate qualified pipeline and position Addepar as the thought leader in data-driven wealth technology.
- • Translate $8 trillion in aggregated asset data into compelling proof points—case studies, benchmark reports, and infographics—that quantify the platform’s impact on alpha generation, operational alpha, and client trust.
- • Collaborate with 100+ integration partners (custodians, market-data vendors, planning software, CRMs) to co-create joint value stories and co-marketing initiatives that expand Addepar’s ecosystem reach and shorten sales cycles.
- • Establish quarterly OKRs tied to pipeline influence, win-rate lift, and product-adoption velocity; present results to C-suite and Board-level stakeholders, iterating strategy based on real-time performance analytics.
- • Champion the voice of the advisor inside the company—synthesizing win/loss interviews, NPS feedback, and user-behavior analytics into actionable insights that shape product vision and customer experience enhancements.
- • Mentor junior marketers and interns, fostering a culture of experimentation, data-driven decision-making, and fearless storytelling that elevates the entire marketing organization.
- • Embrace Addepar’s remote-first culture by leading virtual workshops, asynchronous collaboration rituals, and occasional on-site summits in NYC, London, or Salt Lake City to keep global teams tightly aligned and energized.
Skills & Technologies
About Addepar Inc.
Addepar provides cloud-based portfolio data aggregation, analytics and reporting technology for wealth managers, family offices, private banks and large financial institutions. The platform ingests holdings from custodians, market data feeds and alternative asset administrators, normalizes the information, and delivers real-time performance, risk and exposure insights through dashboards and customizable reports. Addepar supports complex multi-asset, multi-currency portfolios and offers APIs for integration with downstream systems, enabling advisors to deliver transparent, data-driven advice to high-net-worth clients.
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