Addepar

• Define and own the product roadmap for Market Data Feeds — balancing feed quality, coverage, and commercial ROI — and set measurable success criteria that hold delivery teams accountable. • Own feed builds end-to-end: from vendor sourcing and data modeling through to production delivery, driving outcomes that directly support client goals. • Develop solutions to strengthen market data operations and deepen the integration of Market and Reference Data across Addepar's products and services. • Identify and close gaps in market data coverage, partnering with clients, sales, and data operations to surface high-impact sourcing opportunities. • Maintain working knowledge of vendor licensing terms and entitlement workflows, ensuring sourcing and onboarding decisions are made with clear visibility into contractual constraints and cost implications. • Partner with the licensing and finance functions to evaluate new data sourcing decisions against profitability, and provide product-level oversight on key licensing transitions (e.g., direct licensing migrations). • Contribute to the evolution of Addepar's Security Master, directly linking Market Data inputs into expanding the richness of information delivered to client and internal product teams. • Work closely with GTM, Sales, and Support to communicate Market Data changes proactively and serve as a product-informed partner on dataset capabilities, feed status, and onboarding timelines. • Understand Addepar's products and clients deeply, using those insights to drive new opportunities that improve client experience.

• Own the enablement lifecycle for all new product releases and feature updates. Build, manage, and maintain highly accurate project trackers to ensure all GTM teams are certified and ready ahead of critical launch windows • Act as the core connective tissue between Product, PMM, Enablement, and GTM. Proactively organize and lead stakeholder alignment sessions, run dry-runs, and secure cross-functional buy-in well in advance of training deployments • Transform technical product documentation and release notes into digestible, high-quality learning assets, including eLearnings, playbooks, release summaries, and interactive training environments • Develop a comprehensive, continuous understanding of Addepar’s technical mechanics and product roadmap. Commit to being the team’s definitive subject matter expert on platform functionality • Continuously audit and update existing product training content to reflect real-time platform changes. Leverage internal project management tools (such as Monday.com) to provide leadership with absolute visibility into project milestones, timelines, and deliverables.Lead the GTM product enablement strategy by designing, managing, and delivering educational materials and training sessions to guarantee the GTM team is fully informed on all product enhancements and releases

• Design and build scalable data quality frameworks and validation systems that process financial data at enterprise scale and across diverse datasets • Own services end-to-end, from architecture and implementation through deployment and operational support • Build tools and interfaces that enable operations teams to efficiently identify, investigate, and resolve data issues • Design and deploy resilient, scalable cloud-native infrastructure on AWS using Terraform • Collaborate with cross-functional teams including product managers, data engineers, and operations stakeholders to deliver high-impact features • Work with modern data processing technologies like pySpark and Databricks to build, validate, and monitor data pipelines • Contribute to the broader Data Platform vision of making data discoverable, trustworthy, and actionable across Addepar

• Development of a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory • Manage lead qualification and conversion from large financial firms • Aggressively prospect and generate new relationships within named accounts • Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel) (COVID-19 era exempt)

• Reshape the wealth management industry by delivering innovative technology solutions. • Develop and execute a strategic sales plan to cover key accounts within your territory, focusing on APAC and Singapore-based Private Banks, Family Offices, and Wealth Managers. • Lead the sales cycle from prospecting to closing, working closely with a cross-functional team to ensure a top-tier client experience. • Build and nurture new client relationships, positioning Addepar as a trusted solution in the Singaporean and APAC markets. • Attend client meetings and marketing events as needed (approximately 30-40% travel, depending on business needs).

• Act as the lead domain authority for fund managers, institutional allocators, and OCIOs • Partner with Account Executives to design complex deal structures and multi-year expansion roadmaps • Guide prospects and clients through the modernization of their workflows • Conduct executive-level discovery to identify systemic business inefficiencies • Design and build tailored demo environments • Lead technical executive reviews for our largest existing relationships • Manage the technical portions of the sales cycle • Work closely with product and engineering teams • Mentor teammates and refine sales playbooks

• Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle. • Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors. • Support sales efforts with 'Proof of Concepts' (POCs). Load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements. • Coordinate internal product and technical resources for prospect meetings. • Assist Account Executives with the completion of RFPs & RFIs, and help create Statements of Work (SOW), budgetary estimates, coordinating with key internal teams (Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal). • Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources. • Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells.

• Prospect and qualify new business opportunities across the Singapore and APAC region • Create, manage, and prioritize a targeted list of strategic accounts aligned with our commercial strategy • Conduct high-level discovery conversations and engage key stakeholders in private banks, family offices, RIAs, and investment management firms • Build and maintain account intelligence: perform research, add contacts, track activity, and collaborate on territory planning with Account Executives • Help shape outbound messaging, regional campaign strategies, and prospecting tactics that resonate in local markets • Consistently meet or exceed quarterly quotas for qualified opportunities passed to the Sales team

• Lead the people, processes, and technical architecture of our marketing stack • Oversee the technical execution of marketing campaigns and ad-hoc business requests • Drive the implementation of sophisticated, AI-enhanced automation strategies • Manage the marketing data in our database infrastructure (Databricks) • Own and continuously optimize the technical lead lifecycle • Partner with Performance Marketing, Product, and Sales Ops to build a unified view of the customer • Ensure all tools and processes exceed Infosec policies and global communication standards • Drive the MarkOps roadmap using agile methodologies

• Drive SFO Demand Generation & Pipeline Growth: Build and execute comprehensive marketing strategies across performance channels (digital, paid media, email, web, etc.) to drive brand awareness, high-value lead generation, and pipeline acceleration within the Single Family Office segment. • Cross-Functional Collaboration: Partner closely with Product Marketing and Content teams to align on messaging and content strategy to ensure effective messaging in market. • Optimize Campaigns through Data: Leverage marketing automation, CRM, and analytics platforms to efficiently monitor campaign performance, deliver clear data points, and provide strategic recommendations for improvement. • Execute High-Touch Marketing Initiatives: Coordinate a high-impact portfolio of digital activations, content distribution, and boutique event/roundtable marketing activities tailored to ultra-high-net-worth (UHNW) networks. • Serve as SFO Segment Subject Matter Expert (SME): Develop and maintain a deep understanding of family office market trends, integration requirements, and persona challenges, serving as the team's SME on how these can be leveraged across growth campaigns.