Sr. Performance Marketing Manager, RIAs

The Role

Addepar is seeking a strategic and results-oriented Lifecycle Marketer to join our marketing team, specifically focused on the US RIA (Registered Investment Advisor) segment. This role is responsible for designing and executing end-to-end marketing strategies that span the entire prospect and client lifecycle-from initial awareness and lead generation through to implementation, retention, upsell, and renewal. The ideal candidate will have a deep understanding of the US RIA landscape and a proven track record of using data-driven insights to drive customer lifetime value and long-term firm growth.

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 $109,000 - $170,000 (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

• Manage the Full Lifecycle Journey: Design, implement, and optimize multi-channel lifecycle programs (email, in-app, web, etc.) for the US RIA segment to drive prospect conversion and maximize client retention and expansion
• Drive Awareness and Acquisition: Develop targeted campaigns to build brand awareness within the RIA community and generate high-quality leads for the sales team
• Optimize Client Implementation Engagement: Partner with the Customer Success team to optimize our implementation experience marketing efforts and develop ongoing engagement initiatives that ensure clients realize the full value of the Addepar platform
• Execute Retention and Upsell Strategies: Identify opportunities for account growth and renewal; develop triggered and automated campaigns to drive feature adoption, upsells, and cross-sells
• Content and Messaging Strategy: Create and curate compelling, segment-specific content and messaging that resonates with RIA principals and advisors at every stage of their journey
• Data-Driven Optimization: Partner with Marketing Operations to continuously analyze lifecycle metrics (e.g., conversion rates, retention, churn, and LTV) to optimize campaign performance
• Collaborate Cross-Functionally: Work closely with Sales, Customer Success, Product, and Marketing Operations to ensure a unified and consistent brand experience across all touchpoints
• Leverage Marketing Technology: Utilize marketing automation tools (e.g., Marketo), CRM systems (Salesforce), and analytics platforms to build, scale, and measure personalized lifecycle journeys

Who You Are

• Bachelor's degree: in Marketing, Business, or a related field.
• Substantial experience: in B2B marketing, preferably in the financial technology or financial services (or B2B SaaS experience marketing into financial services/RIAs)
• Proven experience: in managing and executing marketing campaigns bringing together multiple marketing channels (digital, content, events, social, media etc).
• Strong project management skills: with the ability to manage multiple initiatives simultaneously
• Excellent communication and interpersonal skills: with the ability to build and maintain relationships with partners and internal stakeholders
• Proficiency: in marketing automation tools, CRM systems, and analytics platforms
• Creative thinker: with a strategic mindset and a results-driven approach
• Proactive and enthusiastic: with a can-do attitude and willingness to learn new skills
• Ability to thrive: in a fast-paced, dynamic environment and adapt to changing priorities