Events Specialist

Addepar, Mountain View, CA

See jobs at Addepar

Addepar is looking for a dynamic and driven Events Specialist to join our growing Marketing team. This person will work with our Sr. Marketing Manager and the marketing team to understand Addepar company priorities and target audiences, and to execute event strategy. They will be responsible for all planning and logistics associated with event execution for a variety of events. This role will have the opportunity to develop events management and Marketing experience in a high-volume, fast-paced startup environment.


  • Provide strategic counsel and event management to Sr. Marketing Manager, the larger marketing team, and internal customers to ensure that events and programs align and integrate with corporate and segment goals
  • Execute variety of event types including but not limited to: trade show booths, speaking engagements, user gatherings, social gatherings, roadshows
  • Support post-event analysis, follow up, and ROI tracking
  • Ensure that budgets are vigorously adhered to and tracked 
  • Includes: strategic plan for event, communication plan for internal and external partners, logistical planning/3rd party vendor management
  • Will include some travel per event needs (~10-20%)


  • Minimum of 3-5 years of related experience
  • Working knowledge within the event marketing industry specifically in executing successful sponsorships and customer events in support of demand gen or customer advocacy and retention
  • Strong written and verbal communication skills
  • Strong organization, prioritization, and planning skills
  • Experience interfacing with senior level internal stakeholders
  • Ability to work independently in order to meet deadlines
  • Ability to work cross functionally in order to achieve desired results
  • Clear and concise event communication for internal stakeholders
  • Strong team orientation – sharing best practices, knowledge transfer, and uncovering process improvements

Preferred Qualification

  • Bachelor’s degree or equivalent
  • Experience in high-growth organizations with a focus on SaaS, financial services, demand gen, and/or technology
  • In-depth understanding of events and event planning and how to tie those to company and business goals and customer requirements
  • Understanding of business priorities, strategy, and direction
  • Understanding and management of customer business needs and expectations
  • Strong project, program management, and execution skills
  • Ability to work with limited supervision
  • Flexible team player with a ‘can do’ attitude and demonstrates resourcefulness 
  • Knowledge of: Marketo, Confluence, Jira, Salesforce, Google Suite

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making significant impact to the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.

At Addepar, we rely on a range of backgrounds, experiences, and ideas. We value diversity, and we’re proud to be an inclusive, equal opportunity workplace. 

About Addepar

We’ve built an extraordinary team of engineers, product-innovators, and industry experts fully devoted to creating the operating system for our financial world. And we’ve brought together hundreds of clients, representing over a half-trillion dollars in assets, who believe in our vision of a platform on which all financial information is private and secure, while also being easily, and quickly accessible by the right people. This all seems like common sense. Innovation. Transparency. Access to your data. Allowing for greater financial health for all. But it’s far from how things work today. We’re changing that.

Want to learn more about Addepar? Visit Addepar's website.