Job Description
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Role
Addepar is looking for an experienced Enterprise SaaS Project Manager to help build the Global Project Management practice at Addepar based in Addepar’s growing Edinburgh, Scotland location. 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.
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
What You’ll Do
Lead project teams and run the project lifecycle (sales support/scoping, sales to services transition, initiating, planning, implementing, monitoring/controlling, closing)
Drive the use of project management principles, methodologies, tools, and internal policies and procedures
Establish and maintain relationships with internal/external executive sponsors, key customers, and project team members
Translate client requirements, objectives, and goals into a project plan
Definition & Management of Scope, Schedule, Budget, and Resources of sophisticated projects
Maintain project plan and other project documents
Assist with Implementation Process Definition for the growing EMEA/International Client base by adapting our current Business Processes to meet evolving international client needs
Partner closely with Solutions Architects & Solutions Consultants and specialist resources to drive the execution of project plan
Identify and propose changes; change orders, and budget updates & determine impact and drive mitigation plans
Lead Steering Committee meetings with C-level partners & handle “difficult conversations”
Document lessons learned and recommend process improvements
Who You Are
Minimum of 5 years of relevant experience, including 4 years of project management experience
Professional experience in enterprise-class SaaS software implementations
Experience with waterfall & agile required
Proven leadership ability (management not required)
Outstanding communication, organizational, and time-management skills
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
PMP preferred
Independent, adaptable and can thrive in a fast-paced environment
Some travel required
[Bonus] Experience with Salesforce/FinancialForce, Monday.Com, Jira, Confluence
[Bonus] Previous experience in investment management software implementations
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.
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 ta-operations@addepar.com.