Implementation Project Manager, Addepar
$94-148k
+ Bonus + Equity
Addepar is a software and data platform for even the most complex investment portfolios.
Open for applications
Addepar is a software and data platform for even the most complex investment portfolios.
1001+ employees
Open for applications
$94-148k
+ Bonus + Equity
1001+ employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- 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; 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
15% employee growth in 12 months
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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