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Business Systems - Project Manager - Remote, USA

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, including kick-off meetings, status updates, and post-implementation reviews, to ensure alignment and visibility across all collaborators.
  • Clearly communicate project status, milestones, and dependencies to our Internal Center or Excellence committee.
  • Monitor project budget and resources, ensuring projects are delivered within budgetary constraints.
  • Promote a culture of innovation and continuous improvement by developing efficient operational processes and frameworks where none exist or promoting process and system improvement where vital.
  • Work with the Business Operations - Systems Director to help with over all Program Management within the organization.

Who You Are

  • A natural relationship builder with proven experience forging connections across all levels and with partners.
  • Outstanding ability to navigate and find opportunities within ambiguous situations, turning uncertainty into actionable strategy.
  • Advanced analytical and problem-solving skills, adept at distilling sophisticated ideas into executable plans.
  • Outstanding communication, presentation and interpersonal skills, capable of actively engaging and influencing various team members.
  • Knowledge of the financial services industry is considered a substantial asset.
  • Prior experience with Salesforce including certifications is a requirement
  • Experience in handling projects that include technologies like NetSuite, Boomi, Snowflake, Databricks is an asset.

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, 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.

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

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

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Job Profile

Regions

North America

Countries

United States

Benefits/Perks

Benefits Bonus Equity Other benefits

Skills

Communication Financial Services Operations Project Management Salesforce Salt Software implementation Strategy Vendor Management

Tasks
  • Collaborate with internal teams and vendors
  • Identify risks and issues
  • Lead project management
  • Maintain project documentation
  • Monitor budget and resources
  • Promote innovation and continuous improvement
Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9