Implementation Project Manager

Who We Are

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.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $118,00 - $148,00 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

 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 begin work in the U.S. on their first day of employment.

What You’ll Do

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

Assist with Implementation Process Definition for the growing EMEA/International Client base by adapting our current Business Processes to meet evolving international client needs

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

Who You Are

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)

Outstanding communication, organizational, and time-management skills

Prior external client-facing experience required

High-level familiarity with framework/operating models/goals of EMEA-based Wealth Management & Investment Advisory firms a plus

Understanding of project commercials including SOWs, budgeting, and resourcing

Professional experience in Financial Services, Technology Implementations, or Consulting preferred

PMP preferred

Independent, adaptable and can thrive in a fast-paced environment

Some travel required

[Bonus] Experience with Salesforce/FinancialForce, Monday.Com, Jira, Confluence

[Bonus] Previous experience in investment management software implementations

Our Values 

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.

Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 

Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 

Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 

Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com .