Addepar · 2 hours ago
Implementation Project Manager
Addepar is a global technology and data company that helps investment professionals provide informed investment guidance. The Implementation Project Manager will lead project teams in implementing Addepar's solutions for enterprise clients, ensuring projects are delivered on time and within budget while collaborating with various internal and external stakeholders.
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
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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