Implementation Project Manager

Professional experience in enterprise-class SaaS software implementations

Prior external client-facing experience required

High-level familiarity with framework/operating models/goals of EMEA-based Wealth Management & Investment Advisory firms a plus

Understanding of project commercials including SOWs, budgeting, and resourcing

Professional experience in Financial Services, Technology Implementations, or Consulting preferred

[Bonus] Experience with Salesforce/FinancialForce, Monday.Com, Jira, Confluence

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, and help build our team’s International/Global Implementation & Project Communication Processes as we continue to expand.

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, Client Success & Account Management, Solutions Architecture, Data Solutions, Product, Engineering, and C-suites.

Addepar takes a market-based approach to pay.

Lead project teams and run the project lifecycle (sales support/scoping, sales to services transition, initiating, planning, implementing, monitoring/controlling, closing)

Establish and maintain relationships with internal/external executive sponsors, key customers, and project team members