Business Systems - Project Manager

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.

We are looking for a skilled Mid‑Level Project Manager who will oversee and manage the successful implementation of technology and software solutions within our organization. The ideal candidate will have prior experience in managing projects related to Salesforce implementations and integrations and a proven track record of effectively collaborating with 3rd‑party vendors and implementation consultants.

• Lead end‑to‑end project management for technology and software implementations, including planning, execution, monitoring, and closing phases
• Collaborate closely with internal stakeholders to help business analysts and solution architects gather requirements, define project scope, and establish project timelines and deliverables
• Act as the primary point of contact for 3rd‑party vendors involved in initiatives; ensuring deliverables are met according to agreed‑upon timelines and quality standards
• Develop 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 transparency across all stakeholders
• Effectively communicate project status, milestones, and dependencies to our Internal Center or Excellence committee
• Monitor project budget and resource allocation, ensuring projects are delivered within budgetary constraints
• Cultivate a culture of innovation and continuous improvement by developing efficient operational processes and frameworks where none exist or promoting process and system enhancements where necessary
• Work with the Business Operations – Systems Director to help with overall Program Management within the organization

• A natural relationship builder with demonstrated experience forging connections across all levels and with partners
• Exceptional ability to navigate and find opportunities within ambiguous situations, turning uncertainty into actionable strategy
• Advanced analytical and problem‑solving skills, adept at distilling complex ideas into executable plans
• Superior 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
• Experience with Salesforce required. Certifications in Service Cloud, App Builder, Agentforce are desirable
• Experience in managing Agile teams acting as a Scrum Master or Product Owner; certifications such as PMI‑PMP or CSM (Scrum Alliance) are desirable
• Experience in the use and administration of Atlassian products including Confluence and Jira
• Experience in managing projects that include technologies such as Net Suite, Boomi, Snowflake, Databricks is considered an asset

• 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.

Addepar is an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds, and identities to drive innovative solutions. We are committed to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. Individuals with disabilities will be 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.