Implementation Project Manager

🔥 1 hour ago

🏄 California, New York – Remote

🏄 California – Remote 🗽 New York – Remote

💵 $118k - $148k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👷‍♀️ 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 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

🎯 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) • 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

🏖️ Benefits

• Health insurance • Bonuses • Stock options