Business Systems Project Manager

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Addepar

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

Finance • Fintech • SaaS

Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

📋 Description

• Lead end-to-end project management for technology and software implementations, including planning, execution, monitoring, and closing phases • Collaborate closely with internal stakeholders to help business analysts and solution architects gather requirements, define project scope, and establish project timelines and deliverables • Act as the primary point of contact for 3rd party vendors involved in initiatives; ensuring deliverables are met according to agreed-upon timelines and quality standards • Develop and maintain comprehensive project documentation, including project plans, status reports, risk registers, and change control logs • Proactively identify potential risks and issues and develop mitigation strategies to ensure project success • Facilitate regular project meetings, including kick-off meetings, status updates, and post-implementation reviews, to ensure alignment and transparency across all stakeholders • Effectively communicate project status, milestones, and dependencies to our Internal Center or Excellence committee • Monitor project budget and resource allocation, ensuring projects are delivered within budgetary constraints • Cultivate a culture of innovation and continuous improvement by developing efficient operational processes and frameworks where none exist or promoting process and system enhancements where necessary • Work with the Business Operations - Systems Director to help with overall Program Management within the organization

🎯 Requirements

• Prior experience in managing projects related to Salesforce implementations and integrations • Proven track record of effectively collaborating with 3rd party vendors and implementation consultants • Salesforce experience required • Knowledge of the financial services industry is considered a substantial asset • Experience with Salesforce CPQ, ServiceCloud, AppBuilder, Agentforce certifications desirable • Experience in managing Agile teams as a Scrum Master or Product Owner certifications (PMI-PMP, CSM) desirable • Experience in the use and administration of Atlassian products including Confluence and Jira • Experience managing projects that include technologies like NetSuite, Boomi, Snowflake, Databricks is considered an asset

🏖️ Benefits

• bonus • equity