Implementation Project Manager

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Implementation Project Manager will be responsible for implementing Addepar’s Enterprise & Strategic clients, managing project lifecycles, and collaborating with cross-functional teams to ensure successful delivery of solutions.

Responsibilities:

• 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
• Understanding of project commercials including SOWs, budgeting, and resourcing
• Independent, adaptable and can thrive in a fast-paced environment
• Some travel required
• High-level familiarity with framework/operating models/goals of EMEA-based Wealth Management & Investment Advisory firms a plus
• Professional experience in Financial Services, Technology Implementations, or Consulting preferred
• PMP preferred
• Experience with Salesforce/FinancialForce, Monday.Com, Jira, Confluence
• Previous experience in investment management software implementations