We are seeking a Manager, GTM Strategy & Integration to lead execution and drive growth for newly acquired businesses across our broader platform. The role is accountable for ensuring acquired firms are ready to operate, commercially enabled, and effectively activated, while supporting client-facing teams in offering additional services—most often wealth management—to their existing clients.
This position sits between strategic planning and hands-on delivery, converting growth objectives into tangible results. The Manager will lead day-to-day activation for designated acquisitions and help enhance our activation playbooks, operating rhythm, and performance analytics.
The role requires strong judgment, an ability to work through ambiguity, and comfort engaging across multiple stakeholders, organizational structures, and firm cultures during periods of rapid transition. The Manager partners closely with Corporate Development, Client Development, Marketing, Operations, Product/Technology, Finance, HR, and leaders within acquired firms.
Primary Functional Areas:
Growth Activation & Integration Delivery
- Serve as the primary activation lead for assigned acquisitions, coordinating cross-functional workstreams to achieve successful ramp and stabilization.
- Partner with Corporate Development and Growth leadership to translate investment theses into clear, measurable activation goals for newly acquired firms.
- Assess current-state capabilities of acquired firms across people, process, data, and technology to inform the activation approach.
- Partner with inherited teams to translate growth strategy into practical, firm-specific execution that preserves trust with existing clients.
- Ensure acquired firms are operationally ready to execute cross-serve motions within defined timelines.
- Build strong working relationships with sellers, firm leaders, and Relationship Managers to create shared ownership of growth outcomes.
- Lead onboarding, coaching, and enablement for Relationship Managers and other client-facing teams to drive confidence and adoption of our offerings.
Cross-Sell Enablement & Playbook Deployment
- Partner with Client Development, Marketing, and Relationship Managers to orchestrate positioning, enablement, and execution of cross-serve efforts.
- Deploy, test, and refine cross-serve playbooks to attach wealth management and other services to existing client relationships.
- Proactively identify friction points in execution and provide recommendations to improve effectiveness, speed, and consistency.
- Ensure sales processes, workflows, and enablement tools are embedded in CRM and supporting systems.
Insights, Measurement & Ongoing Optimization
- Design and implement analytics and reporting to track activation progress, cross-serve performance, and value creation.
- Use data to inform sequencing, prioritization, and refinement of activation tactics.
- Monitor performance against activation goals and identify opportunities for course correction or acceleration.
- Contribute to the evolution of the activation operating model and tooling based on real-world execution learnings.
Cross-Functional Alignment & Communication
- Partner closely with Operations, Finance, HR, Technology, CRM teams, and leaders at acquired firms to navigate organizational complexity and align on priorities during ramp and activation.
- Support people-related integration efforts including training, role clarity, and operating cadence where needed.
- Communicate progress, risks, and outcomes clearly to Growth leadership and other stakeholders.
Education & Experience
- Bachelor’s degree required; MBA preferred.
- 5+ years of experience in growth strategy, revenue operations, go-to-market execution, or management consulting.
- Top-tier management consulting, banking, or PE-backed operating experience preferred.
- Experience in financial services, healthcare, or multi-service organizations is a plus.
- Proven ability to lead complex, cross-functional initiatives and deliver measurable results.
- Demonstrated ability to build trust and influence outcomes with senior stakeholders and inherited teams during periods of change.
- Excellent analytical skills and experience designing metrics, dashboards, and performance tracking.
- Strong judgement skills and ability to work independently in a rapid growth environment.
- Experience with Salesforce and related sales/marketing enablement tools (e.g., Outreach, Gong, Looker, Excel/Google Sheets strongly preferred).
- Project management experience, including use of tools such as Asana.
Travel Requirements:
Willingness to travel 2–3 times per month