Implementation Project Manager

- 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

- 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

- 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 .