Manager/Senior Manager - Financial Services Group

About the Role

Join a dynamic and engaging team that thrives on collaboration, innovation, and growth. The Manager / Senior Manager, Financial Services Group role is an exciting, transformative opportunity to contribute to meaningful projects across diverse industries, shaping the future of business and transformation within financial services. If you’re passionate about problem-solving, mentorship, client impact, and delivering strategic and operational results, this role is for you.

About Us

Optimus SBR is a leading management consulting firm and an award-winning workplace. Recognized by Great Place to Work® as one of the Best Workplaces™ in Professional Services 2024, and by Waterstone Human Capital® as one of Canada’s Most Admired Corporate Cultures™, we help organizations get done what isn’t.
Our team of committed consultants swiftly takes action to deliver innovative and impactful results. We are the largest independently owned Canadian management consulting firm – a place where people and culture come first. Our market positioning is based on attracting the best people who are insatiably curious, entrepreneurial thinking, hard-working, and bold. We think that’s what the world needs more of that, and we are doing our part.

That’s why we’ve been consistently rated one of the best places to work in North America – and are one of the fastest-growing. As a firm built on culture, we value our people and their growth. Each of us embodies the entrepreneurial spirit and has something unique to contribute to our organization. From employee-championed committees to celebratory events and learning paths, we cultivate a positive and engaging work environment.

Culture is Everything. Period.

That’s why we’ve been consistently rated one of the best places to work in North America – and are one of the fastest growing. As a firm that was built on culture, we value our people and their growth. Each of us embody the entrepreneurial spirit and have something unique to contribute to the fabric of our organization. From employee-championed committees to celebratory events and learning paths, these are just a few of the ways we cultivate a positive and engaging work environment.

What’s in It for You?

• Growth Opportunities: Build your career through challenging, impactful projects and continuous learning.


• Diverse Workplace: Collaborate with a team of professionals from unique backgrounds, fostering innovation.


• Flexibility and Autonomy: Enjoy the freedom to take ownership of your work and drive meaningful results.


• Leadership Development: Develop your skills through mentorship and career progression opportunities.

Responsibilities

• Lead and deliver complex consulting engagements for clients across the financial services sector, including banking, insurance, wealth management, capital markets, and payments


• Advise clients on strategy, operating model design, business transformation, process improvement, change management, and project execution


• Build trusted relationships with senior client stakeholders and serve as a key point of contact throughout engagements


• Manage workplans, project risks, issues, dependencies, budgets, and overall delivery quality to ensure successful outcomes


• Lead workshops, interviews, and working sessions to assess current-state processes, identify opportunities, and define practical recommendations


• Support business development activities including proposal development, client presentations, solution shaping, and thought leadership


• Translate complex business challenges into clear, actionable plans and measurable results


• Collaborate across internal teams and practices to bring the best of the firm to each client engagement


• Contribute to practice development by helping refine methodologies, tools, intellectual property, and market offerings within the Financial Services Group


• Provide day-to-day direction, coaching and mentoring project teams. You will also be responsible for career management, professional development, and supporting employees through Optimus SBR’s Career Development Program (CDP)


• Contribute to the life and culture of Optimus SBR

Qualifications

• 7-10+ years of progressive experience in management consulting, financial services, or a combination of both


• Demonstrated experience leading workstreams or full projects involving transformation, strategy, regulatory, operations, technology, or process improvement initiatives within financial services


• Strong knowledge of one or more FSG domains such as retail banking, commercial banking, capital markets, payments, insurance, wealth management, risk, finance, or operations


• Proven ability to manage senior stakeholders and navigate complex, fast-paced client environments


• Strong project management capabilities, with experience managing scope, timelines, budgets, risks, and team delivery


• Excellent communication and facilitation skills, with the ability to synthesize findings into compelling presentations and recommendations


• Strong analytical and problem-solving skills, with a hypothesis-driven and structured approach


• Experience coaching and developing team members in a consulting or professional services environment


• A highly collaborative, entrepreneurial, and client-focused mindset


• Willingness to travel as required based on client needs


• Required Education: Related University Degree


• Preferred Education : Post-Graduate degree (e.g., MBA, MPA or MPP), PMP, CPA, or additional professional designation (e.g., Lean, or PROSCI)

Interview recording & AI notetakers

During the interview process, we may use transcription or AI notetaking tools. To protect privacy, legal compliance, and interviewer/candidate experience, the use of these tools is not permitted without your prior consent. We will ask for your consent and if you wish to decline, handwritten notes are welcome.

Compensation : Salary range is $110,00-$160,000 CAD

Salary ranges are designed to be competitive. Individual compensation is determined by skills, qualifications, and experience and is subject to negotiation and subject to the candidate meeting the specific requirements or the role. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

Benefits at Optimus

Financial

• Annual Bonus


• Retirement savings through our Group RRSP program


• Company equity for Managers and above


• Maternity and Parental Leave with top up compensation

Flexibility

• Work in a Hybrid model (when client projects permit)


• 12 Optimus Days paid

Health

• Top-tier health benefits


• Life & disability insurance


• Health Spending Dollars

So, what’s next?

At Optimus SBR, we’re all about creating a space where everyone belongs and can thrive. We’re committed to diversity and inclusion, welcoming people from all backgrounds. We’re proud to back missions like the BlackNorth Initiative to drive real change. Let’s build something meaningful together, where your voice matters and fearless ideas can shine.

Accommodation

We are committed to ensuring that our recruitment process is inclusive and accessible to everyone. If you require any accommodations to remove barriers and fully participate in the interview process—such as accessible meeting rooms or captioning for virtual interviews—please let us know. Your needs will be met with respect and confidentiality. We look forward to connecting with you!

Vacancy Status: Existing vacancy within our organization.