Job Description

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

Addepar’s marketing team continues to grow, and we hope you’ll join us on this journey! We are looking for an experienced event manager that strives for flawless event execution. This role will assist with planning and executing events in support of the team’s goals and overall growth of the Addepar events portfolio.

The ideal candidate will have a high degree of creativity, strategic mentality and the ability to level up events, combining business needs and actioning opportunities for engagement with clients and prospects. The ideal candidate is passionate about all aspects of marketing and events and will push creative boundaries and execute events flawlessly. No job or event is too big or small.

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 $78,000 - $123,000 (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.

What You'll Do

• Lead all aspects of end-to-end planning and execution of hosted and third-party events and sponsorships
• Own event planning, including logistics, sourcing, contracts, vendor relationships, branding, communications, budgets, reporting and invoicing
• Establish key performance indicators and develop process for analyzing event success
• Evaluate post-event success and identify areas for growth and improvement
• Coordinate internal briefing documents and timelines
• Collaborate with cross-functional teams to ensure consistent strategy and messaging across all event efforts

Who You Are

• 5-7+ years of experience in events and/or field marketing
• Strong understanding of financial services trends, regulations, and market dynamics
• Experience managing budgets and forecasting spend
• Excellent project management and time management skills
• Strong verbal, written, presentation and communication skills.
• Detail oriented and able to solve problems seamlessly
• 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 TAinfo@addepar.com.

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