Implementation Project Manager

Mountain View, CA
Client Solutions – Client Solutions
Full-time
Addepar is looking for a project planning expert to help build the Project Management practice at Addepar.  The Project Manager (PM) will be responsible for the implementation of Addepar’s Enterprise clients, ultimately holding the internal team accountable to project timelines and deliverables.  The PM 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 PM partnering with both external and internal teams including Sales Engineering, Relationship Management, Solutions Architecture, Data Solutions, Product and Engineering.

Responsibilities

    • Lead project team and manage the project lifecycle (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
    • Facilitate gathering of business requirements, objectives and goals
    • Translate client requirements, objectives, and goals into actionable project plan
    • Partner with internal specialists to develop and validate project plan design
    • Maintain project plan and other project documents
    • Partner closely with Technical Account Manager 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, milestones, KPIs, accomplishments, and deliverables
    • Identify and propose changes; determine impact and drive mitigation plans
    • Diagnose issues and risks; develop and manage contingency plans
    • Document lessons learned and recommend process improvements

Requirements

    • 5+ years of professional experience, including 4 years of project management experience
    • Professional experience in Financial Services, Technology Implementations, or Consulting preferred
    • PMP preferred
    • Experience with waterfall required, agile preferred
    • Prior client-facing experience required
    • Demonstrated leadership ability (management not required)
    • Superior communication, organizational, and time-management skills
    • Independent, adaptable and can thrive in a fast-paced environment 
    • Passion for technology and finance
    • Some travel required
    • [Bonus] Experience with Smartsheet, Jira, Confluence
    • [Bonus] Previous experience in investment management software implementations
Addepar is the financial operating system that brings common sense and data-driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage over $1 trillion of assets on the Addepar platform. Addepar has offices in Mountain View, New York City, Salt Lake City, and Chicago.

At Addepar, we rely on a range of backgrounds, experiences, and ideas. We value diversity, and we’re proud to be an inclusive, equal opportunity workplace.