PM / BA - Addepar / First Diamond

6–10 Years of US experience; 14+ years of Experience

Key Responsibilities
•    Lead large-scale implementations or migrations involving Addepar, Black Diamond, or First Rate
•    Own program governance, executive reporting, and escalation management
•    Drive cross-functional alignment across portfolio management, operations, technology, and compliance teams
•    Manage vendor relationships, contract milestones, and delivery accountability
•    Mentor junior PMs and contribute to PMO standards and best practices

Required Skills & Experience
•    6–10 years of PM/program management experience, with 3+ years in asset management or wealth tech
•    Demonstrated delivery leadership on Addepar, Black Diamond, or First Rate programs
•    Strong understanding of investment performance reporting, portfolio accounting, and data workflows