Data Conversion Project Manager

🕒 March 23

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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

• Serve as the dedicated partner to the internal Data Solutions Consultants, ensuring they have clear specifications and context while managing administrative workflows to allow them to focus on technical execution. • Translate technical progress, data challenges, and migration results provided by the Data Solutions team into digestible business narratives for client stakeholders. • Lead regular status calls with clients to convey project health, presenting successful data loads and managing expectations around timelines or data discrepancies. • Facilitate the flow of information between parties, ensuring client requirements are accurately scoped for the technical team and technical constraints are clearly explained to the client. • Prioritize and context-switch effectively to oversee simultaneous projects, maintaining close alignment with the Data Solutions team on resource availability. • Identify and drive opportunities to improve the communication workflow between the Project Management and Data Solutions functions.

🎯 Requirements

• Minimum 2+ years of experience in project management, finance, or consulting, with a strong record of managing client relationships and communicating complex project updates. • Exceptional communication skills with the ability to translate technical concepts into business outcomes and manage "difficult conversations" regarding timelines or scope. • Strong understanding of financial products and securities modeling (technical implementation skills not required, but conceptual understanding is key). • Creative problem-solver who operates with ownership and accountability in ambiguous environments. • Works effectively across teams and functions to deliver measurable impact, specifically in bridging the gap between technical and non-technical stakeholders. • Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale. • Thrives in a fast-paced environment with evolving priorities and global stakeholders. • Familiarity with Python or SQL. While you won’t be building the infrastructure, your ability to query data or understand automated workflows will help you scale your impact and communicate more effectively.

🏖️ Benefits

• N/A