60 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 seeking a Senior Product Marketing Manager to join our expanding Product Marketing team. In this highly visible, strategic role that spans across the Addepar product portfolio, you will be responsible for strengthening our AI marketing strategy, driving product adoption and sustained usage, and leading the launch of new native AI and agentic capabilities across the Addepar platform globally. You'll work cross-functionally with product, sales, and other go-to-market teams to drive product positioning, develop AI marketing strategy and storytelling, and serve as a subject matter expert on the AI industry for financial technology.
We are looking for someone who is excited by the opportunity to work within a key, strategic growth area for the business and support a rapidly growing team of product and go-to-market professionals to accelerate growth and product adoption. You should thrive when you can combine cross-functional collaboration with outstanding content, and resourceful marketing approaches to make a material impact on our clients. You are driven, flexible and can solve any problem through resourcefulness, emotional intelligence, and integrity.
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 $127,000 - $199,000 (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

• Develop and execute a comprehensive product marketing and GTM strategy for native AI solutions and workflows in alignment with company and platform goals
• Manage the product and feature launch process for new AI and agent capabilities in collaboration with Product, Marketing and GTM teams, ensuring successful market entry and immediate user adoption
• Serve as the AI subject matter expert, using market and competitive insights to refine positioning and equip internal teams with the talking points and awareness needed to stay up to date on the latest developments
• Build deep working relationships across Product and GTM teams to translate technical AI and agent frameworks into market-ready solutions that drive growth and adoption
• Define product positioning and craft compelling product messaging that clearly articulates Addepar's value proposition in the market and resonates with the target audience
• Collaborate with Product and GTM teams to develop impactful GTM strategies, marketing materials, and internal resources to support various solutions, workflows and use cases
• Produce regular thought leadership, educational content and marketing materials to build brand awareness and solidify Addepar's leadership in the space

Who You Are

• 4-8 years of product marketing experience. Experience with an AI-native B2B SaaS, financial services or fintech preferred
• Full stack product marketer with experience launching and positioning native AI and agentic workflows, and developing strong value propositions and associated content
• Gifted storyteller with excellent writing and communication skills who can succinctly translate sophisticated and technical features into customer benefits that resonate deeply with the intended audiences
• Ability to see the big picture across a large organization and articulate how each product and feature release complements the broader Addepar platform narrative
• Experience designing and rolling out go-to-market strategies from scratch while using multiple marketing channels and content types to drive awareness, engagement and adoption
• Demonstrated ability to thoughtfully move between strategy development and tactical execution across multiple projects in a fast-paced, continuously evolving, and collaborative environment
• Experience building enduring cross-functional partnerships and influencing teams to bring sophisticated, high visibility launches to market
• Ability to work independently, prioritize work efficiently and anticipate roadblocks - knowing when to call out if vital

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.