Business Systems - Project Manager

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

We are looking for a skilled Mid-Level Project Manager who will be responsible for coordinating the successful implementation and enhancement of Business Systems technology and software solutions within our organization. The ideal candidate will have prior experience in leading projects related to Salesforce implementations and integrations and a proven track record of successfully collaborating with 3rd party software vendors and implementation consultants.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $104,000 - $163,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Lead end-to-end project management for software implementations, including planning, execution, testing, training, monitoring, and closing phases.
• Collaborate with internal collaborators and solution architects to collect requirements, define project scope, and establish project timelines and deliverables.
• Act as the point of contact for 3rd party vendors involved; ensuring deliverables are met according to agreed-upon timelines and quality standards.
• Build and maintain comprehensive project documentation, including project plans, status reports, risk registers, and change control logs.
• Proactively identify potential risks and issues and develop mitigation strategies to ensure project success.
• Facilitate regular project meetings, …