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For Companies At a Glance
- Tasks: Lead project teams and manage the implementation of enterprise SaaS solutions.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Why this job: Make a real impact in a fast-paced environment while collaborating with top-tier clients.
- Qualifications: 5+ years in project management with experience in enterprise SaaS implementations.
- Other info: Dynamic team atmosphere with a focus on innovation and client success.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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.
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.
Implementation Project Manager employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Implementation Project Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work at Addepar or similar companies. A friendly chat can lead to insider info about the role and even a referral.
✨Tip Number 2
Prepare for the interview by diving deep into Addepar's values and projects. Show us you understand our mission and how your experience aligns with what we do. Tailor your examples to highlight your project management skills!
✨Tip Number 3
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. Focus on articulating your past experiences clearly, especially those that showcase your leadership and problem-solving abilities.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. Mention something specific from your conversation to remind us why you’re the perfect fit for the Implementation Project Manager role.
We think you need these skills to ace Implementation Project Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Implementation Project Manager role. Highlight your relevant experience in project management, especially in enterprise SaaS implementations, and show how you align with our values at Addepar.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that showcase your leadership, communication, and organisational skills. We want to see how you've successfully managed projects and driven results.
Be Clear and Concise: When writing your application, keep it clear and to the point. Avoid jargon and make sure your key achievements stand out. We appreciate straightforward communication, so let your personality shine through while keeping it professional.
Apply Through Our Website: We encourage you to apply directly through our website. This ensures your application gets to the right people quickly. Plus, it’s a great way to show your enthusiasm for joining our team at Addepar!
How to prepare for a job interview at Addepar
✨Know Your Project Management Methodologies
Make sure you brush up on both waterfall and agile methodologies, as these are crucial for the Implementation Project Manager role. Be ready to discuss how you've applied these methods in past projects and how they can benefit Addepar's implementation processes.
✨Understand Addepar’s Client Needs
Familiarise yourself with the financial services landscape and the specific needs of EMEA-based Wealth Management and Investment Advisory firms. This will help you translate client requirements into actionable project plans during your interview.
✨Prepare for Executive Conversations
Since you'll be leading Steering Committee meetings with C-level partners, practice articulating complex ideas clearly and confidently. Think about examples from your past where you've successfully navigated difficult conversations or managed stakeholder expectations.
✨Showcase Your Leadership Skills
Even if you haven't held formal management positions, highlight instances where you've taken the lead on projects or initiatives. Discuss how you motivated your team and drove results, as this will demonstrate your potential to thrive in a strategic role at Addepar.