Wealth Management Project Delivery Manager
Wellington-Altus Private Wealth Inc.
Support wealth management delivery at Wellington-Altus in Toronto, combining business acumen, technical understanding, and structured project controls. This full-time position serves internal and external stakeholders.Reporting to the VP, Business Systems & Innovation, the Project Manager supports projects across Wellington-Altus Private Wealth. The position aligns deliverables with approved business cases, monitors progress, and recommends adjustments for timelines and budgets. It also supports organizational change, project governance, and information flow.Key Responsibilities:
Define project scope, objectives, deliverables, and review schedulesAlign outcomes with approved business casesDevelop change management plans for organizational initiativesGenerate project KPI reporting and financial summariesRespond to project inquiries with accurate, timely informationRequirements:
Five to eight years overseeing timelines, budgets, and teamsExperience with high-net-worth clients and stakeholdersFamiliarity with wealth management platforms and CRM systemsKnowledge of project planning, scope, controls, and deliveryAbility to manage stakeholder communication and information flowBring project controls, analytical judgment, and wealth management experience to Wellington-Altus’s Toronto project delivery team.
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Define project scope, objectives, deliverables, and review schedulesAlign outcomes with approved business casesDevelop change management plans for organizational initiativesGenerate project KPI reporting and financial summariesRespond to project inquiries with accurate, timely informationRequirements:
Five to eight years overseeing timelines, budgets, and teamsExperience with high-net-worth clients and stakeholdersFamiliarity with wealth management platforms and CRM systemsKnowledge of project planning, scope, controls, and deliveryAbility to manage stakeholder communication and information flowBring project controls, analytical judgment, and wealth management experience to Wellington-Altus’s Toronto project delivery team.
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Vacancy posted 57 minutes ago
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