Implementation Project Manager


New York City, NY, US
  • Job Type: Full-Time
  • Function: Technical/Customer Support
  • Post Date: 05/06/2021
  • Website:
  • Company Address: 303 Bryant Street 3rd Floor, Mountain View, CA, 94041

About Addepar

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place.

Job Description

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 stakeholders to deliver the Addepar solution on time/budget. The IPM has business and solutions acumen and is an expert 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 manage the project lifecycle (sales support/scoping, sales to services transition, initiating, planning, executing, monitoring/controlling, closing)
  • Drive use of project management principles, methodologies, tools, and internal policies and procedures
  • Establish and maintain relationships with internal/external executive sponsors, key stakeholders, and project team members
  • Translate client requirements, objectives, and goals into actionable project plan
  • Definition & Management of Scope, Schedule, Budget, Resources of complex projects
  • Partner with internal specialists to develop and validate project plan design
  • Maintain project plan and other project documents
  • Partner closely with Solutions Architects & Solutions Consultants  and specialist resources to drive execution of project plan
  • Set clear expectations with internal and external project teams, and hold internal resources accountable for deadlines and deliverables
  • Regularly report internally/externally on project status, budget, milestones, KPIs, accomplishments, and deliverables
  • Identify and propose changes; change orders, and budget updates & determine impact and drive mitigation plans
  • Diagnose issues and risks; develop and manage contingency plans
  • Lead Steering Committee meetings with C level stakeholders & manage “difficult conversations”
  • Document lessons learned and recommend process improvements


  • Minimum of 5 years relevant experience, including 4 years of project management experience
  • Professional experience in enterprise-class SaaS software implementations
  • Experience with waterfall & agile required, agile preferred
  • Demonstrated leadership ability (management not required)
  • Superior 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 
  • Passion for technology and finance
  • Some travel required
  • [Bonus] Experience with Salesforce/FinancialForce, Smartsheet, Jira, Confluence
  • [Bonus] Previous experience in investment management software implementations


Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.

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.

In order to ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.