Implementation Project Manager, Addepar

$77k

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. Plus bonus and equity

Salesforce

JIRA

Confluence

Mid and Senior level

Remote from US

More information about location

Addepar is a software and data platform for even the most complex investment portfolios.

Be an early applicant

Addepar is a software and data platform for even the most complex investment portfolios.

1001+ employees

FintechB2BInvestingSaaS

Be an early applicant

$77k

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. Plus bonus and equity

Salesforce

JIRA

Confluence

Mid and Senior level

Remote from US

More information about location

1001+ employees

FintechB2BInvestingSaaS

Company mission

Be the tech and data platform that connects the global investment ecosystem.

Job

Company

Role

Who you are

A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions
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

What the job involves

Addepar is looking for an experienced Enterprise SaaS Project Manager to help build the Project Management practice at Addepar
The Implementation Project Manager (IPM) will be responsible for the implementation of Addepar’s Enterprise & Strategic clients, supporting a Cross-Functional team of both internal & client customers to deliver the Addepar solution on time/budget
The IPM has business and solutions foresight and is an authority at translating and documenting broad goals and objectives into detailed project plans and processes to drive execution
This is a strategic and highly visible role, with the IPM partnering with both external and internal teams, including Sales, Sales Engineering, Account Management, Solutions Architecture, Data Solutions, Product, Engineering, and C-suites
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

Our take

Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyse and visualise the data they need.

Addepar currently tracks around $6 trillion of assets serving over 800 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.

The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 will further accelerate its momentum as it continues to innovate its suite of solutions.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

15% employee growth in 12 months

Glassdoor (3.9)

Company

Funding (last 2 of 8 rounds)

May 2025

$230m

SERIES G

Nov 2021

$130m

LATE VC

Total funding: $872.8m

Company benefits

Equity - Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
Global Hybrid Workforce - Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
Flexible Time Off - Spend time traveling, celebrating with friends and family or relax on your schedule
Benefits Packages - Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
Learning & Development Allowance - Your continued growth and development are important to us
Dynamic Team - Strong investment in the best talent at the intersection of technology and finance
Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
Pension with Employer Contributions
Wellness and VDU Wallets
Bi-Annual Hackathons

Company HQ

Midtown East, New York, NY

Leadership

Joe Lonsdale

(Founder & Chairman)

Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.

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