Addepar

Addepar

Strategic Events Program Manager

New York, NY

No sponsorship$94k-$148kDetected 36 days ago
Stakeholder ManagementAccount ManagementLogisticsVendor ManagementLeadershipCommunication

About the role

  • We are looking for a Strategic Events Program Manager to join our Field Marketing & Advocacy team.
  • This is not a logistics role, it is a strategic program ownership role.
  • The ideal candidate thinks like a strategist, operates like a program manager, and communicates like a marketer.

Responsibilities

  • You will lead and manage the end-to-end execution of strategic events, including content development, program structure, and stakeholder coordination from initial concept through to live delivery, ensuring alignment with business objectives and audience engagement goals
  • Own event-level KPIs and deliver results reporting to senior stakeholders after each program.
  • Lead agenda-setting for each event: define session structure, content themes and narrative arc to ensure sessions build on each other and tell one coherent story.
  • Partner with Product Marketing, R&D, and GTM to shape session content and align on key messages that will inform the agenda.
  • Own content development, including hard deadlines, content schedules, speaker prep programs and structured dry runs.
  • Manage speaker logistics pre-event and during the live event
  • Develop a strategy for extending event content pre- and post-event: promotion, post-event distribution, PMM/enablement integration, etc.
  • Lead a cross-functional working group across Marketing, GTM, R&D, and executive leadership - driving alignment on goals, timelines, and ownership.
  • Partner with the Client Advocacy team to identify and onboard client speakers, weaving authentic client voices throughout each program.
  • Design the attendee journey holistically - from pre-event communication to on-site flow and post-event follow-up.

Requirements

  • 6+ years in Client Marketing, Events, or a closely related field - with direct ownership of large-scale, multi-stakeholder events from strategy through measurement.
  • If you have any questions, please reach out to ta-operations@addepar.com.

Nice to have

  • Experience in B2B tech or financial services preferred
  • familiarity with wealth management, fintech, or enterprise SaaS a plus.

Compensation

  • Travel to key events multiple times per year - primarily domestically, with occasional international travel for global events.
  • The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
  • our annual user conference (AddeConf), our executive summits and our community meetup program.

Benefits

  • The current range for this role is $94,000 - $148,000 (base salary) + bonus + equity + benefits.
  • Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Company info

  • 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 Strategic Events Program Manager to join our Field Marketing & Advocacy team. This is not a logistics role, it is a strategic program ownership role. You will own the end-to-end strategy, design and execution of Addepar's client-facing events: our annual user conference (AddeConf), our executive summits and our community meetup program.
  • You will help define the strategic intent of each event, set success metrics, build and manage the content agenda, align cross-functional stakeholders and own measurement from attendance to business impact. You'll work closely with Account Management, GTM, R&D, Product Marketing, and executive leadership to ensure each program delivers real outcomes - not just great experiences.
  • 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.

Visa & Work Authorization

  • 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 beg
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