Performance Marketing Manager - SFOs

USA (Remote)

$94K/yr – $148K/yrSenior Level8+ years expFull time

Posted 6 weeks ago

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Job Summary

Own SFO demand gen and pipeline acceleration with data driven optimization and high touch activations, while serving as the segment SME for family office needs.

  • Own Demand Generation and pipeline across digital, paid, email, and web for the SFO segment.
  • Collaborate with Product Marketing and Content to align on messaging and content strategy.
  • Leverage marketing automation, CRM, and analytics to monitor performance and drive data backed improvements.

Job Description

  • 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.
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Addepar

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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.

Founded in 2009
New York, New York, USA
1.4K employees (60 in marketing)
74% recommend to a friend
84% CEO approval

Traffic Signals

Monthly Visitors
253K
Traffic Source Mix
Search
22.6%
Direct
68.1%
Referral
8.3%
Social
0.6%
Paid
0.4%

Headcount Trend

Current headcount: ~1.4K

Marketing Team

Marketing Team Size
22 (2% of company)
Marketing Roles Posted (Last 30 Days)
6

Funding

Total Funding
$761.4M
Last Raise
$230M
Series G, 10 months ago

Funding History

  • May 2025
    Series G • $230M
  • Jun 2021
    Series F • $166.3M
  • Nov 2020
    Series E • $117M

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