Project Manager - Operations & Technology (6-Month Contract) Rfl Wealth Management

Project Manager – Operations & Technology (6-Month Contract)Company: RFL Wealth Management
Employment Type: Full-Time-Contract- Remote
At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life through high touch financial planning, relationship-driven guidance, and long-term strategic thinking. We are not a traditional wealth firm. We are building a modern, fast-growing advisory company focused on exceptional client experience, meaningful relationships, and long-term impact. Our environment is entrepreneurial, fast-paced, collaborative, and growth-oriented.
About the RoleRFL Wealth is seeking a Project Manager – Operations & Technology to lead strategic operational and technology initiatives that improve advisor efficiency, client experience, and business performance.
This individual will work directly with the COO and department leaders to plan, execute, and deliver projects on time while ensuring successful adoption across the organization. This is a fully remote, six-month contract position.
Key ResponsibilitiesProject Management
Lead multiple projects simultaneously from planning through implementation.
Develop project plans, timelines, milestones, and success metrics.
Coordinate stakeholders across all departments.
Track project progress and proactively resolve roadblocks.
Provide weekly project status updates to leadership.
Technology Implementation
Lead the implementation of Gong AI across the organization.
Configure systems, workflows, permissions, and reporting.
Coordinate vendor meetings and implementation sessions.
Develop internal documentation and best practices.
Train advisors and staff on new technology platforms.
AI & Automation
Implement AI tools that improve advisor productivity and client experience.
Identify automation opportunities across business operations.
Improve internal workflows using AI and technology.
Analytics & Reporting
Design and implement operational dashboards.
Develop KPIs and reporting for leadership.
Improve visibility into advisor performance and operational efficiency.
Identify trends and recommend process improvements using data.
Process Improvement
Document and standardize operational processes.
Create Standard Operating Procedures (SOPs).
Recommend efficiencies across departments.
Support CRM optimization and operational workflows.
Collaboration
Work closely with Operations, Financial Planning, Insurance, Investments, Accounting, Marketing, and Leadership.
Facilitate project meetings and follow-up on action items.
Ensure projects are delivered on time and within scope.
What We’re Looking For
Bachelor’s degree in Business Administration, Information Technology, Project Management, Operations Management, or a related field.
3–5+ years of project management experience, preferably within financial services, wealth management, fintech, or SaaS environments.
Proven experience leading end-to-end implementation of business systems, CRM platforms, or enterprise software.
Experience managing multiple cross-functional projects simultaneously with competing priorities.
Strong understanding of AI tools, workflow automation, and digital transformation initiatives.
Experience implementing or administering platforms such as Gong, Salesforce, Zoho, HubSpot, Microsoft Dynamics, Monday.Com, Asana, Jira, or similar business systems.
Demonstrated experience with process mapping, business process improvement, and SOP development.
Strong analytical skills with experience creating dashboards, KPIs, and operational reporting using tools such as Power BI, Tableau, Looker Studio, Excel, or similar platforms.
Experience coordinating software vendors, implementation partners, and third-party stakeholders.
Excellent written and verbal communication skills with the ability to present project updates to senior leadership.
Experience facilitating workshops, user training, and technology adoption initiatives.
PMP, CAPM, Agile, Scrum Master, Lean Six Sigma, or Prosci Change Management certification is considered a strong asset.
Skills & Attributes
Strong project planning and execution
Change management and stakeholder engagement
Business process improvement
Requirements gathering and business analysis
AI implementation and workflow automation
CRM administration and optimization
Data analysis and reporting
Risk identification and mitigation
Vendor management
Documentation and SOP creation
User acceptance testing (UAT)
Technology adoption and end-user training
Cross-functional collaboration
Problem-solving and critical thinking
High attention to detail
Excellent organizational and time management skills
Self-motivated with the ability to work independently in a fully remote environment
Adaptability and continuous improvement mindset
Success Measures
Projects delivered on time.
Successful technology adoption.
Increased operational efficiency.
High stakeholder satisfaction.
Clear project documentation.
Effective staff training and change management.
What we offer-
Competitive base salary, commensurate with experience.
Paid time-off.
Exposure to the financial advisory and investment industry.
Supportive, compliance-driven fully remote work environment.
Employment status: Full-time employee. Fully remote.
Hours of work :
Standard workweek of 40 hours.
Overtime, where applicable, will be compensated in accordance with the Ontario Employment Standards Act (ESA).
This role is an incremental addition to the existing team, with high ownership and visibility, created to support the company’s growth objectives.
AODA Statement
Accommodations are available on request for candidates participating in the selection process. If you require specific accommodation, please let us know. RFL Wealth uses automated tools, including artificial intelligence, to support parts of the recruitment process.
RFL Wealth Management is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status or any other class or status in accordance with applicable federal, provincial and local laws.
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