Addepar
Financial Services
BusinessSystems-ProjectManager
Neural analysis suggests this role is
optimal for Mid-Level candidates.
“Business Systems - Project Manager at Addepar. Skills: Project management, Salesforce implementation, Vendor coordination. Lead project management for implementations. Plan technology implementations”
Industry & Context.
Analytical; Problem-solving
Based in British Columbia, Based in Alberta, Based in Saskatchewan, Based in Manitoba, Based in Ontario, Legal authorization to work in Canada
What They're Looking For.
Must Have
Experience with Salesforce required, Legal authorization to work in Canada
Nice to Have
Knowledge of the financial services industry, Salesforce CPQ certification, Salesforce ServiceCloud certification, Salesforce AppBuilder certification, Salesforce Agentforce certification, PMI-PMP certification, CSM (ScrumAlliance) certification, Experience with NetSuite, Experience with Boomi, Experience with Snowflake, Experience with Databricks
What You'll Do.
Lead project management for implementations
Plan technology implementations
Execute technology implementations
Monitor technology implementations
Close technology implementations
Collaborate with internal stakeholders
Establish project timelines
Establish project deliverables
Act as primary contact for vendors
Ensure vendor deliverables are met
Develop project documentation
Maintain project plans
Maintain status reports
Maintain risk registers
Maintain change control logs
Identify potential risks
Identify potential issues
Develop mitigation strategies
Facilitate project meetings
Communicate project status
Communicate project milestones
Communicate project dependencies
Monitor project budget
Monitor resource allocation
Develop operational processes
Develop operational frameworks
Promote process enhancements
Promote system enhancements
Assist with Program Management
How You'll Work.
Team & Collaboration
Internal stakeholders; 3rd party vendors; Implementation consultants; Internal Center of Excellence committee
Communication Scope
Presentation skills; Interpersonal skills
Process & Methodology
Agile, Scrum Master, Product Owner
Full 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 We are looking for a skilled Mid-Level Project Manager who will be responsible for overseeing and managing 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. 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 Canada. The current range for this role is $102,000 - $127,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorshi
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