Strategic Events Program Manager

Responsibilities

• Own the end-to-end strategy, design, and execution of client-facing events, including the annual user conference (AddeConf), executive summits, and community meetups.
• Define strategic objectives, target audiences, and success metrics to ensure every program has a clear business case and measurable ROI.
• Lead agenda-setting and content development, including session structure, narrative arcs, and speaker preparation.
• Partner with cross-functional teams including Product Marketing, R&D, GTM, and executive leadership to align event content with key business messages.
• Manage event-level KPIs and deliver comprehensive results reporting to senior stakeholders.
• Oversee holistic attendee journeys, including pre-event communication, on-site flow, and post-event follow-up.
• Manage event budgets, vendor relationships, and on-site logistics such as A/V and run-of-show.

Requirements

• 6+ years of experience in Client Marketing, Events, or a closely related field.
• Proven track record of owning large-scale, multi-stakeholder events from initial strategy through to measurement.
• Demonstrated ability to define event strategy, build complex content agendas, and report ROI to senior leadership.
• Experience managing and being accountable for event budgets.
• Strong program management skills with the ability to drive alignment across cross-functional teams and manage competing priorities.
• Excellent written and verbal communication skills.

Preferred Qualifications

• Experience in B2B technology or financial services.
• Familiarity with wealth management, fintech, or enterprise SaaS industries.

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.