Full-Time

Implementation Project Manager

Confirmed live in the last 24 hours

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Fintech
Financial Services

Compensation Overview

$86k - $135kAnnually

+ Bonus + Equity

Senior

New York, NY, USA

Category
Project Management
Business & Strategy
Required Skills
Agile

You match the following Addepar's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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
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
Desired Qualifications
  • Professional experience in Financial Services, Technology Implementations, or Consulting preferred
  • PMP and CSM preferred
  • [Bonus] Experience with Salesforce/FinancialForce, Jira, Confluence
  • [Bonus] Previous experience in investment management software

Addepar provides investment management software designed for financial professionals, including asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a user base in the hundreds of thousands, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Company Stage

Late Stage VC

Total Funding

$625.3M

Headquarters

New York City, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-1%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's new trading platform enhances advisor workflows and client insights.
  • Partnerships with firms like Corient expand Addepar's client base and market reach.
  • Generative AI integration offers innovative solutions for managing tech disruption risks.

What critics are saying

  • Addepar's trading platform faces competition from established trading solutions.
  • Generative AI integration may introduce risks of AI biases affecting investment decisions.
  • Reliance on partnerships could pose risks if expected growth is not achieved.

What makes Addepar unique

  • Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.
  • The platform integrates with over 100 partners, offering a comprehensive wealth management solution.
  • Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

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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