Full-Time

Implementation Project Manager

Posted on 12/10/2024

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Compensation Overview

$94k - $178kAnnually

+ Bonus + Equity

Senior

New York, NY, USA

Category
Project Management
Business & Strategy
Required Skills
Agile
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 like asset managers and financial advisors. Its platform aggregates and analyzes financial data, offering insights that assist users in making informed investment decisions. The software enables users to align portfolios with specific targets, model asset allocations, and evaluate hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's subscription-based model includes features for billing and fee management, ensuring transparency in costs associated with portfolio management. This focus on data and technology distinguishes Addepar from competitors, as it empowers investment professionals to optimize their clients' financial goals in a dynamic market.

Company Size

1,001-5,000

Company Stage

Late Stage VC

Total Funding

$625.3M

Headquarters

New York City, New York

Founded

2009

Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's partnership with Corient enhances its market penetration and client support capabilities.
  • The launch of Addepar Trading in 2024 streamlines advisor workflows and boosts user engagement.
  • Bob Pisani's appointment as CTO accelerates technological advancements and client growth.

What critics are saying

  • Competition from fintech startups may erode Addepar's market share.
  • Rapid AI evolution could outpace Addepar's current technological capabilities.
  • Integration challenges with financial systems like Sage Intacct may disrupt services.

What makes Addepar unique

  • Addepar integrates with over 100 partners, offering a comprehensive investment management solution.
  • The platform handles illiquid assets, providing unique insights for complex portfolios.
  • Addepar's open platform allows seamless integration with various financial systems.

Help us improve and share your feedback! Did you find this helpful?

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

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
PR Newswire
Mar 5th, 2025
Sumit Announces Strategic Integrations With Bill And Addepar Into Its Family Office Accounting Software

NEW YORK, March 5, 2025 /PRNewswire/ -- SumIt, a powerful, multi-entity general ledger and accounting platform built by family offices for family offices, today announces integrations with Bill for streamlined payments and Addepar for enhanced investment tracking. These additions provide family offices and high-net-worth individuals with a more holistic, user-friendly solution for increasingly complex financial operations.In 2024, Deloitte estimated there were approximately 8,030 family offices worldwide—a 31% increase since 2019—with projections reaching 10,720 by 2030. This swift expansion underscores the rising need for robust, intuitive accounting software tailored to family offices. SumIt addresses this demand by enabling users to manage multiple entities, record journal entries, and generate consolidated reports with just a few clicks. The platform's intuitive interface provides a clear visualization of trusts, LLCs, and other structures enhanced by AI-driven transaction categorization.Many family office accounting platforms promised to unify family office accounting and workflows, but, in practice, they were too complicated for many. On the other end of the spectrum, overly simplistic solutions lacked crucial features needed by family offices

IREI
Feb 20th, 2025
Addepar launches new data-driven portfolio solutions

Addepar launches new data-driven portfolio solutions.

Investment Executive
Oct 9th, 2024
Tech roundup: IG partners with fintech to offer online estate planning services

Great-West Lifeco announced the acquisition of Pennsylvania-headquartered Plan Management Corp. in a release on Sept. 23, but did not disclose the deal's financial terms.

InspireChat
Sep 25th, 2024
Addepar launches trading platform | Wealth management

Addepar, a technology provider for RIAs and wealth managers, has announced the launch of its trading platform, the rollout of dashboard enhancements and other enhancements to its products.

PR Newswire
Sep 24th, 2024
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

NEW YORK, Sept. 24, 2024 /PRNewswire/ - Addepar, a leading global technology and data platform for investment professionals, today announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients.

INACTIVE