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Sr. Manager / Director, GTM Strategy & Planning

Addepar · New York, NY · On-site

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About Addepar

Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.

About the role

Addepar is looking for a Sr. Manager, GTM Strategy & Planning to lead and scale Addepar's go-to-market strategy (GTM) and revenue planning functions. This role sits at the intersection of strategic planning, commercial operations, and pricing strategy — requiring strong leadership, deep business acumen, and the ability to translate vision into operational execution.

What they're looking for

  • 9+ years of experience in GTM strategy, sales operations, management consulting, investment banking, or a related field, with at least 3 years in a people management role
  • Bachelor's degree in a quantitative field (e.g. Statistics, Math, Finance, Engineering, Sciences)
  • Demonstrated experience owning pricing strategy, including designing pricing models, conducting competitive analysis, and partnering with Product and Sales on monetization decisions
  • Strong business acumen and industry knowledge with the ability to align team vision and strategy to Addepar’s objectives, ability to influence senior stakeholders and drive cross-functional alignment
  • Proven track record of establishing operational objectives, developing strategic policies, and leading teams through implementation in a fast-paced, high-growth environment
  • Excellent communication and executive presence, ability to present complex analyses and strategic recommendations to senior leadership and influence decision-making at scale
More about this role

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.

Addepar is looking for a Sr. Manager, GTM Strategy & Planning to lead and scale Addepar's go-to-market strategy (GTM) and revenue planning functions. This role sits at the intersection of strategic planning, commercial operations, and pricing strategy — requiring strong leadership, deep business acumen, and the ability to translate vision into operational execution. This role is being leveled as Senior Manager or Director based on experience, and carries...

Read the full posting on Addepar's site ↗

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