Full-Time
Implementation Project Manager
Wealth management platform for investors & advisors
Senior
New York, NY, USA
- Minimum of 5 years relevant experience, including 4 years of project management experience
- Professional experience in enterprise-class SaaS software implementations
- Prior external client-facing experience required
- Experience with waterfall & agile required, agile preferred
- Demonstrated leadership ability (management not required)
- Superior communication, organizational, and time-management skills
- Understanding of project commercials including SOWs, budgeting and resourcing
- Professional experience in Financial Services, Technology Implementations, or Consulting preferred
- PMP and CSM preferred
- Independent, adaptable and can thrive in a fast-paced environment
- Passion for technology and finance
- Some travel required
- Lead project teams and manage the project lifecycle (sales support/scoping, sales to services transition, initiating, planning, executing, monitoring/controlling, closing)
- Drive use of project management principles, methodologies, tools, and internal policies and procedures
- Establish and maintain relationships with internal/external executive sponsors, key stakeholders, and project team members
- Translate client requirements, objectives, and goals into actionable project plan
- Definition & Management of Scope, Schedule, Budget, Resources of complex projects
- Partner with internal specialists to develop and validate project plan design
- Maintain project plan and other project documents
- Partner closely with Solutions Architects & Solutions Consultants and specialist resources to drive execution of project plan
- Set clear expectations with internal and external project teams, and hold internal resources accountable for deadlines and deliverables
- Regularly report internally/externally on project status, budget, milestones, KPIs, accomplishments, and deliverables
- Identify and propose changes; change orders, and budget updates & determine impact and drive mitigation plans
- Diagnose issues and risks; develop and manage contingency plans
- Lead Steering Committee meetings with C level stakeholders & manage “difficult conversations”
- Document lessons learned and recommend process improvements
- [] Experience with Salesforce/FinancialForce, Smartsheet, Jira, Confluence
- [] Previous experience in investment management software implementations
Company Stage
Series F
Total Funding
$1.6B
Headquarters
Mountain View, California
Founded
2009
6 month growth
↑ 4%1 year growth
↑ 12%2 year growth
↑ 37%Benefits
Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
Learning & Development Allowance: Your continued growth and development are important to us
Dynamic Team: Strong investment in the best talent at the intersection of technology and finance