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About Addepar

Addepar is a global data and AI platform built to help investment professionals make sense of complex financial information and turn it into practical, decision-ready insight. The platform brings together portfolio, market, and client data into a unified total-portfolio view and uses AI to surface insights inside investment and client workflows. More than 1,400 firms across nearly 60 countries rely on Addepar to oversee and advise on close to $9 trillion in assets. Its open ecosystem connects with nearly 650 software, data, and consulting partners to support end-to-end investment operations for firms of varying size and complexity. Addepar serves clients around the world from offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.

The Opportunity

Addepar is hiring an experienced enterprise SaaS project manager to help establish and grow its global project management practice in the United States. In this Implementation Project Manager role, you will lead implementations for enterprise and strategic clients, coordinating across internal teams and client stakeholders to deliver Addepar’s solution on schedule and within budget. You will also help shape international and global implementation communication and process standards as the company expands.

This is a strategic, highly visible position that requires strong business understanding and solution-oriented thinking. The role involves turning broad business objectives into detailed plans and practical execution frameworks. You will work closely with teams across Sales, Sales Engineering, Client Success, Account Management, Solutions Architecture, Data Solutions, Product, Engineering, and senior leadership.

Compensation

Addepar uses market-based compensation. Final starting pay depends on the role, relevant skills, experience, qualifications, work location, and current market conditions. For Colorado, California, and New York, the posted base salary range for this position is $118,00 - $148,00, plus bonus, equity, and benefits. Your recruiter can provide the location-specific range for your preferred geography during the hiring process. The posted range refers to base pay only and does not include bonus, equity, or benefits.

Work Authorization

Applicants must already be legally allowed to work in the United States for any employer without needing current or future visa sponsorship. This includes authorization to start working in the U.S. on the first day of employment.

What You’ll Do

Guide project teams through the full delivery lifecycle, including sales support and scoping, sales-to-services handoff, initiation, planning, execution, monitoring, and closure.
Apply project management frameworks, methods, tools, and internal policies to keep delivery disciplined and consistent.
Build and maintain strong working relationships with executive sponsors, customers, and project team members on both the internal and external side.
Convert client objectives and requirements into a structured project plan.
Own and manage project scope, schedule, budget, and staffing for complex initiatives.
Keep the project plan and related documentation current and accurate.
Contribute to defining the implementation process for a growing EMEA and international client base by adapting existing business processes to changing global needs.
Work closely with Solutions Architects, Solutions Consultants, and other specialist resources to drive plan execution.
Identify scope changes, change orders, and budget adjustments, assess their impact, and develop mitigation plans.
Facilitate steering committee meetings with C-level stakeholders and navigate challenging conversations effectively.
Capture lessons learned and recommend improvements to strengthen future delivery.

Who You Are

You bring at least 5 years of relevant experience, including 4 years in project management.
You have worked on enterprise SaaS software implementations.
You are comfortable using both waterfall and agile approaches.
You show strong leadership ability, even if you have not managed a team directly.
You communicate clearly, stay organized, and manage time effectively.
You have prior experience in client-facing roles.
You have some familiarity with the operating models, frameworks, and goals of EMEA-based wealth management and investment advisory firms, which is a plus.
You understand project commercials such as statements of work, budgeting, and resourcing.
Background in financial services, technology implementations, or consulting is preferred.
PMP certification is preferred.
You work independently, adapt quickly, and do well in a fast-moving environment.
Some travel is required.
Experience with Salesforce, FinancialForce, Monday.com, Jira, or Confluence is a bonus.
Previous work on investment management software implementations is also a bonus.

Values

Addepar emphasizes ownership, collaboration, client success, innovation, and continuous learning. Team members are expected to act with intention, work together to create durable value, put clients first, think boldly to solve problems, and maintain a growth mindset.

Equal Opportunity and Accommodation

Addepar is an equal opportunity employer and aims to bring together diverse ideas, experiences, skills, perspectives, backgrounds, and identities to produce better solutions. The company is committed to creating a welcoming environment where inclusion and belonging are shared responsibilities. Reasonable accommodations are available for candidates or employees with disabilities during the application process, interviews, essential job functions, and employment benefits/privileges. Candidates may request accommodation directly from the company.

Security Notice

Be cautious of impersonation scams involving fake recruiters who reach out by email, text, or social media. Legitimate hiring decisions are only made after a formal interview process. The company will not ask candidates to buy equipment or supplies as part of onboarding. If you have concerns, contact [email protected].

Implementation Project Manager