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Implementation Project Manager

3 weeks, 3 days ago
United States
Full-time
Senior
Project Manager
Project and Program Management
Agile Confluence JIRA Monday.com Salesforce
Apply Now
Addepar

Addepar

Addepar is a financial operating system that aggregates over $4 trillion in assets for professional wealth and asset management firms, offering customizable reporting and visualization tools.

Capital Markets
251-1K
Founded 2009
$473M raised
View All Jobs 32

Description

  • Lead project teams through the full project lifecycle, from sales support and scoping through closing.
  • Translate client requirements, objectives, and goals into detailed project plans and execution processes.
  • Manage scope, schedule, budget, and resources for complex implementation projects.
  • Maintain project plans and related documentation throughout the engagement.
  • Build and sustain relationships with executive sponsors, customers, and cross-functional project stakeholders.
  • Partner with Solutions Architects, Solutions Consultants, and specialist resources to drive project execution.
  • Identify changes, manage change orders, update budgets, and develop mitigation plans.
  • Lead steering committee meetings with C-level partners and navigate difficult conversations.
  • Support the definition and improvement of implementation processes for international and EMEA client needs.
  • Document lessons learned and recommend process improvements for future projects.

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 both waterfall and agile methodologies required.
  • Prior external client-facing experience required.
  • Strong leadership ability, with management experience not required.
  • Outstanding 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 certification preferred.
  • High-level familiarity with the operating models, goals, or frameworks of EMEA-based Wealth Management and Investment Advisory firms is a plus.
  • Experience with Salesforce/FinancialForce, Monday.com, Jira, and Confluence is a bonus.
  • Previous experience in investment management software implementations is a bonus.
  • Must be legally authorized to work in the United States without current or future visa sponsorship and able to start on the first day of employment.
  • Some travel is required.

Benefits

  • Base salary range of $118,000 to $148,000, plus bonus, equity, and benefits.
  • Market-based pay approach tied to role, experience, qualifications, work location, and market conditions.
  • Equal opportunity employer with a commitment to inclusion and belonging.
  • Reasonable accommodation provided for individuals with disabilities during the application and interview process.

Interested in this position?

Apply directly on the company website

Apply Now

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