Implementation Project Manager - Remote

Overview

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, Dubai, and Geneva.

In Short

• 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
• 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 3 years of relevant experience, including 2 years of project management experience
• Professional experience in enterprise-class SaaS software implementations
• Experience with waterfall & agile required; agile preferred
• Proven leadership ability (management not required)
• Outstanding communication, organizational, and time-management skills
• Prior external client-facing experience required
• Understanding of project commercials, including SOWs, budgeting, and resourcing
• Professional experience in Financial Services, Technology Implementations, or Consulting preferred
• PMP and CSM preferred
• Independent, adaptable, and can thrive in a fast-paced environment
• Some travel required
• [Bonus] Experience with Salesforce/FinancialForce, Jira, Confluence
• [Bonus] Previous experience in investment management software implementations

Benefits

• Competitive salary based on experience
• Bonus and equity opportunities
• Comprehensive benefits package
• Flexible working environment
• Opportunities for professional development and growth