20 Addepar Customer Success Manager Jobs Hiring Near You

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, Singapore and São Paulo.
The Role
We are looking for a Field Marketing Manager to join our Field Marketing team. This role owns how Addepar shows up at the industry events that matter most to our clients and prospects, from large national conferences like Schwab IMPACT, BNY INSITE, and Future Proof, to targeted regional activations and partner events.
This is a balanced strategy-and-execution role. You will help define which events Addepar attends and why, set the goals and success metrics for each activation, design how we show up on the floor, and coordinate internal GTM teams to ensure every event drives real pipeline and brand outcomes. You will also own on-site execution, ensuring our presence is polished, on-message, and operationally seamless.
The ideal candidate understands the wealth management and financial services industry, knows how to translate Addepar's platform story into a compelling booth experience and is equally comfortable building a strategic event plan for the year as they are running a demo booth on a conference floor.
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 $84,000 - $131,000 (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
Event Strategy & Portfolio Planning

• Manage Addepar's annual industry events calendar - evaluating which conferences, trade shows, and partner events to attend based on audience fit, pipeline opportunity, and strategic priorities
• Define clear objectives and success metrics for each event before committing budget, ensuring every activation has a business case tied to pipeline generation, brand visibility, or account engagement
• Partner with GTM and Sales leadership to align the events calendar to territory priorities, target account lists, and key selling moments throughout the year

Booth Strategy & On-site Presence

• Own the end-to-end design and execution of Addepar's booth experience at industry events - from floor layout and messaging to demo flow, staffing, and branded materials
• Partner with Product Marketing to ensure demos, messaging and materials are current, differentiated, and relevant to the specific segment attending each event
• Manage all booth logistics: vendor coordination, exhibit house relationships, AV, shipping, setup, and teardown

GTM Team Coordination & Enablement

• Serve as the central coordinator for all internal stakeholders attending each event ensuring everyone knows the goals, their role, and how to engage effectively on the floor
• Build and distribute pre-event briefing materials: target account lists, talking points, demo guides, meeting objectives, and competitive context tailored to each show
• Run post-event debrief sessions with GTM teams to capture feedback, assess what worked, and feed insights into future planning

Pipeline & Performance Measurement

• Own the lead capture and follow-up process for every event - form fills to CRM entry, lead routing, and handoff to Sales
• Track event performance against defined KPIs: leads generated, pipeline influenced, meetings held, cost per lead, and conversion

Event Operations

• Handle all procurement, vendor contracts, invoicing, and compliance submissions on time and within budget
• Manage webinar and virtual event execution when required, including platform setup (ON24), dry runs, and pre/post communications
• Travel to key events multiple times per quarter - primarily domestically, with occasional international travel for global conferences

Who You Are

• 5+ years of experience in field marketing, event marketing, or a closely related B2B marketing role - with direct ownership of industry conference strategy and execution
• Demonstrated experience managing trade show and conference presence end-to-end: booth design, staffing, logistics, GTM coordination, and post-event reporting
• Experience in fintech, wealth management, financial services, or enterprise SaaS strongly preferred
• Proven track record of managing event budgets and reporting performance against pipeline and ROI metrics
• Knowledge of SFDC, Marketo and On24 preferred

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.