Implementation Project Manager

Role Description

Addepar is looking for an experienced Enterprise SaaS Project Manager to help build the Global Project Management practice in the USA. The Implementation Project Manager (IPM) will be responsible for the implementation of Addepar’s Enterprise & Strategic clients, supporting a Cross-Functional team of both internal & client customers to deliver the Addepar solution on time/budget, and help build our team’s International/Global Implementation & Project Communication Processes as we continue to expand.

• Lead project teams and run the project lifecycle (sales support/scoping, sales to services transition, initiating, planning, implementing, monitoring/controlling, closing)
• Drive the use of project management principles, methodologies, tools, and internal policies and procedures
• Establish and maintain relationships with internal/external executive sponsors, key customers, and project team members
• Translate client requirements, objectives, and goals into a project plan
• Definition & Management of Scope, Schedule, Budget, and Resources of sophisticated projects
• Maintain project plan and other project documents
• Assist with Implementation Process Definition for the growing EMEA/International Client base by adapting our current Business Processes to meet evolving international client needs
• Partner closely with Solutions Architects & Solutions Consultants and specialist resources to drive the execution of project plan
• Identify and propose changes; change orders, and budget updates & determine impact and drive mitigation plans
• Lead Steering Committee meetings with C-level partners & handle “difficult conversations”
• Document lessons learned and recommend process improvements

Qualifications

• Minimum of 5 years of relevant experience, including 4 years of project management experience
• Professional experience in enterprise-class SaaS software implementations
• Experience with waterfall & agile required
• Proven leadership ability (management not required)
• Outstanding communication, organizational, and time-management skills
• Prior external client-facing experience required
• High-level familiarity with framework/operating models/goals of EMEA-based Wealth Management & Investment Advisory firms a plus
• Understanding of project commercials including SOWs, budgeting, and resourcing
• Professional experience in Financial Services, Technology Implementations, or Consulting preferred
• PMP preferred
• Independent, adaptable and can thrive in a fast-paced environment
• Some travel required
• [Bonus] Experience with Salesforce/FinancialForce, Monday.Com, Jira, Confluence
• [Bonus] Previous experience in investment management software implementations

Benefits

• The range for this role is $118,000 - $148,000 (base salary) + bonus + equity + benefits.
• Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
• These ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Company Description

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.