Addepar
Implementation Project Manager
New York, NY
No sponsorship$12k-$15kDetected 13 days ago
Project ManagementJiraConfluenceSalesforceAccount ManagementBudgetingLeadershipCommunicationAdaptability
About the role
- This is a strategic and highly visible role, with the IPM partnering with both external and internal teams, including Sales, Sales Engineering, Client Success & Account Management, Solutions Architecture, Data Solutions, Product, Engineering, and C-suites.
- Addepar takes a market-based approach to pay.
- A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.
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
- Maintain project plan and other project documents
- Partner closely with Solutions Architects & Solutions Consultants and specialist resources to drive the execution of project plan
- 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
- Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows.
- More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
- Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity.
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
- Proven leadership ability (management not required)
- Prior external client-facing experience required
- Some travel required
Nice to have
- High-level familiarity with framework/operating models/goals of EMEA-based Wealth Management & Investment Advisory firms a plus
- Professional experience in Financial Services, Technology Implementations, or Consulting preferred
Compensation
- The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
Benefits
- The current range for this role is $118,00 - $148,00 (base salary) + bonus + equity + benefits.
Company info
- Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
- The Role
- Addepar is looking for an experienced Enterprise SaaS Project Manager to help build the Global Project Management practice in the USA. The Implementation Project Manager (IPM) will be responsible for the implementation of Addepar's Enterprise & Strategic clients, supporting a Cross-Functional team of both internal & client customers to deliver the Addepar solution on time/budget, and help build our team's International/Global Implementation & Project Communication Processes as we continue to expand. The IPM has business and solutions foresight and is an authority at translating and documenting broad goals and objectives into detailed project plans and processes to drive execution. This is a strategic and highly visible role, with the IPM partnering with both external and internal teams, including Sales, Sales Engineering, Client Success & Account Management, Solutions Architecture, Data Solutions, Product, Engineering, and C-suites.
- Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.
- Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
- Establish and maintain relationships with internal/external executive sponsors, key customers, and project team members
Visa & Work Authorization
- Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1 /OPT, or similar), and must be authorized to beg
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