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Strategic Initiatives & Client Operations Analyst

New York, NY

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 and São Paulo. 

The Role

Addepar is looking for a driven and adaptable professional to support Addepar’s GTM Strategic Initiatives. In this role you’ll help drive the translation of our strategic priorities into projects and change management initiatives that improve how GTM teams and the business as a whole operate. You’ll develop recommendations and solutions that bridge the gap between the firm’s high-level vision, strategy and capabilities and the people, process and technical solutions on the ground. You’ll act as the operational backbone for complex projects, ensuring seamless communication and execution across teams. This is a dynamic role ideal for someone looking to deepen their strategic and operational experience in a rapidly growing GTM organization within a global SaaS business.

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 $75,000 - $117,000 (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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

  • Bring analytical rigor and creative problem-solving to support transformational, cross-functional strategic and operational initiatives.
  • Analyze sales, project, and other data to provide insights to leadership on opportunities for growth, process improvement, and resource allocation
  • Build and document new or updated GTM processes, acting as a steward for change management to define clear ownership handoffs and measure impact
  • Take ownership of projects - create plans, track milestones, manage dependencies, and identify risks and roadblocks to obtain cross-functional buy-in and drive execution
  • Work closely with GTM leaders to identify opportunities for efficiencies in organizational processes, resolve challenges to optimize results, and create a culture of collaboration and continuous improvement.
  • Help enable decision-making and communications for GTM leadership

Who You Are

  • Curious, proactive, and team-oriented with a bias towards action
  • A self-starter with a “how can we get better” mindset, interested in identifying opportunities for efficiencies in organizational processes 
  • Excited about solving hard problems in a fast-paced and fluid environment, while maintaining high attention to detail and a commitment to following through
  • Someone with a proven track record of project management and planning skills, or the ability to translate complex, ambiguous strategies into clear, actionable process diagrams and Standard Operating Procedures
  • Strong analytical and quantitative skills, including the ability to analyze large datasets, identify trends, and provide actionable insights. Proficiency in Excel/Google Sheets, as well as familiarity with BI tools such as Databricks or other analytics platforms, is a plus
  • Effective and efficient communicator, capable of building bridges across GTM, G&A and R&D teams, and comfortable interacting with senior stakeholders. 
  • 2-4 years of experience  in consulting or strategy and operations roles, where you've demonstrated excellence in process optimization and stakeholder management
  • Bachelor's degree or equivalent

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 ta-operations@addepar.com.

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