Project Manager, Strategic Projects

Our client is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $23 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company.Career opportunity:
Our client is looking to hire a permanent full-time Project Manager, Strategic Projects to join our Strategic Delivery team, reporting to the Director, Strategic Delivery. This mid-to-senior role manages strategic initiatives across the firm that touch operations, technology, compliance and the advisor and client experience. You will own timelines, run working groups and steering committees, and make sure issues and risks are raised early so decisions get made. This role has flexibility on location out of Vancouver, BC or Toronto, ON.You will be responsible for:
Building and managing project plans with input from functional leaders and business owners.Owning timelines, milestones and dependencies across multiple teams.Coordinating working groups and preparing steering committee materials, decisions and follow-ups.Raising issues and risks early, proposing options and escalating when needed.Keeping stakeholders informed with clear, regular status updates.Maintaining project plans, risk and issue logs, and dashboards in Asana.Working with business analysis, testing and change management partners so projects land well with the business.Closing out projects and handing off to the teams who will own them day to day.The ideal candidate for this position can:
Run meetings and steering committees with senior leaders confidently.Build plans from the ground up rather than relying on templates.Influence without authority and keep people aligned.Stay organized and calm when priorities change.The ideal candidate for this position has:
5+ years of project management experience.Proven delivery of cross-functional projects with many stakeholders.Wealth management or financial services experience is an asset.A project management certification (PMP or similar) is an asset.Experience with Asana or similar project management tools.Working Conditions:
Hybrid working arrangement.Occasional requirement to work outside standard hours around key milestones.Who we are:
Our client is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $23 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company.Our client is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $23 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company.Career opportunity:
Our client is looking to hire a permanent full-time Project Manager, Strategic Projects to join our Strategic Delivery team, reporting to the Director, Strategic Delivery. This mid-to-senior role manages strategic initiatives across the firm that touch operations, technology, compliance and the advisor and client experience. You will own timelines, run working groups and steering committees, and make sure issues and risks are raised early so decisions get made. This role has flexibility on location out of Vancouver, BC or Toronto, ON.You will be responsible for:
Building and managing project plans with input from functional leaders and business owners.Owning timelines, milestones and dependencies across multiple teams.Coordinating working groups and preparing steering committee materials, decisions and follow-ups.Raising issues and risks early, proposing options and escalating when needed.Keeping stakeholders informed with clear, regular status updates.Maintaining project plans, risk and issue logs, and dashboards in Asana.Working with business analysis, testing and change management partners so projects land well with the business.Closing out projects and handing off to the teams who will own them day to day.The ideal candidate for this position can:
Run meetings and steering committees with senior leaders confidently.Build plans from the ground up rather than relying on templates.Influence without authority and keep people aligned.Stay organized and calm when priorities change.The ideal candidate for this position has:
5+ years of project management experience.Proven delivery of cross-functional projects with many stakeholders.Wealth management or financial services experience is an asset.A project management certification (PMP or similar) is an asset.Experience with Asana or similar project management tools.Working Conditions:
Hybrid working arrangement.Occasional requirement to work outside standard hours around key milestones.Who we are:
Our client is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $23 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company.
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