Wellington-Altus Private Wealth Inc.
Project Manager for Financial Services
Job Description
Join Wellington-Altus in Toronto or Winnipeg as a Project Manager focusing on financial services projects. This role prioritizes goal-oriented project management and stakeholder communication.
In this position, you'll report to the VP, Business Systems & Innovation, managing the full project lifecycle from planning to execution. Your responsibilities will include developing change management plans, engaging with high-net-worth clients, and ensuring all project documentation is maintained flawlessly.
Key Responsibilities:
• Oversee project development and coordinate execution plans
• Engage with stakeholders to capture business needs
• Track project KPIs and progress throughout the lifecycle
• Manage project governance and due diligence
• Review vendor invoices and financial statements
Requirements:
• Bachelor’s degree in business or related discipline
• 5-8 years’ experience in project management
• Familiarity with wealth management systems
• Profici...
In this position, you'll report to the VP, Business Systems & Innovation, managing the full project lifecycle from planning to execution. Your responsibilities will include developing change management plans, engaging with high-net-worth clients, and ensuring all project documentation is maintained flawlessly.
Key Responsibilities:
• Oversee project development and coordinate execution plans
• Engage with stakeholders to capture business needs
• Track project KPIs and progress throughout the lifecycle
• Manage project governance and due diligence
• Review vendor invoices and financial statements
Requirements:
• Bachelor’s degree in business or related discipline
• 5-8 years’ experience in project management
• Familiarity with wealth management systems
• Profici...
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