Implementation Project Manager
Updated on 2/1/2024
Addepar

501-1,000 employees

Wealth management platform for investors & advisors
Company Overview
Addepar's mission is to create a more transparent financial system. The company provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.
Data & Analytics
Fintech

Company Stage

Series F

Total Funding

$1.6B

Founded

2009

Headquarters

Mountain View, California

Growth & Insights
Headcount

6 month growth

5%

1 year growth

14%

2 year growth

42%
Locations
Salt Lake City, UT, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Agile
Sales
Communications
Management
Salesforce
JIRA
Confluence
CategoriesNew
Business & Strategy
Product
Requirements
  • 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, agile preferred
  • Outstanding communication, organizational, and time-management skills
  • Prior external client-facing experience required
  • Understanding of project commercials including SOWs, budgeting, and resourcing
  • Professional experience in Financial Services, Technology Implementations, or Consulting preferred
  • PMP preferred
  • Some travel required
Responsibilities
  • Lead project teams and own 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
  • Maintain project plan and other project documents
  • Partner with Solutions Architects & Solutions Consultants and specialist resources to drive project plan execution
  • Identify and propose changes; change orders, and budget updates & resolve issues and drive mitigation plans
  • Lead Steering Committee meetings with C-level partners & handle “difficult conversations”
  • Document lessons learned and recommend process improvements
Desired Qualifications
  • Experience with Salesforce/FinancialForce, Monday.com, Jira, Confluence
  • Previous experience in investment management software implementations