Addepar · 8 hours ago
Implementation Project Manager
Addepar is a global technology and data company that supports investment professionals in making informed decisions. They are seeking an experienced Implementation Project Manager to oversee the implementation of their Enterprise & Strategic clients, ensuring project delivery on time and within budget while collaborating with cross-functional teams.
Financial ServicesFinTechSaaSSoftware
Responsibilities
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
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
Qualification
Required
Minimum of 3 years of relevant experience, including 2 years of project management experience
Professional experience in enterprise-class SaaS software implementations
Experience with waterfall & agile required; agile preferred
Proven leadership ability (management not required)
Outstanding communication, organizational, and time-management skills
Prior external client-facing experience required
Understanding of project commercials, including SOWs, budgeting, and resourcing
Independent, adaptable, and can thrive in a fast-paced environment
Some travel required
Preferred
Professional experience in Financial Services, Technology Implementations, or Consulting
PMP and CSM preferred
Experience with Salesforce/FinancialForce, Jira, Confluence
Previous experience in investment management software implementations
Benefits
Bonus
Equity
Benefits
Company
Addepar
Addepar is a software and data platform for even the most complex investment portfolios.
Funding
Current Stage
Late StageTotal Funding
$761.36MKey Investors
D1 Capital PartnersWestCapLaurence A. Tosi
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M
Recent News
2025-11-19
201 Created
2025-11-17
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