Addepar

Addepar

Field Marketing Manager

New York, NY

No sponsorship$84k-$131kDetected 34 days ago
SalesforceMarketoCRMLogisticsProcurementLeadershipCommunication

About the role

  • We are looking for a Field Marketing Manager to join our Field Marketing team.
  • This is a balanced strategy-and-execution role.
  • Addepar takes a market-based approach to pay.

Responsibilities

  • Partner with GTM and Sales leadership to align the events calendar to territory priorities, target account lists, and key selling moments throughout the year
  • 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
  • Build and distribute pre-event briefing materials: target account lists, talking points, demo guides, meeting objectives, and competitive context tailored to each show
  • Own the lead capture and follow-up process for every event - form fills to CRM entry, lead routing, and handoff to Sales
  • 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.

Requirements

  • 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
  • If you have any questions, please reach out to ta-operations@addepar.com.
  • Manage webinar and virtual event execution when required, including platform setup (ON24), dry runs, and pre/post communications

Nice to have

  • 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
  • Act Like an Owner
  • Think and operate with intention, purpose and care.
  • Champion Our Clients
  • Exceed client expectations.
  • Our clients' success is our success.

Compensation

  • The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
  • 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

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 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.
  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

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 begi

This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.