Project Manager, Business Development, Business Analyst

Overview

Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto or Winnipeg office.

Our organization
:

Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

The opportunity:

Reporting to the VP, IT Governance & Delivery, the Project Manager will be responsible for the creation, execution and maintenance of comprehensive implementation plans and goals-based reporting for the WAPW projects. The Project Manager will play an integral role in project planning and execution and will act as a professional point of contact for internal and external clients to ensure project milestones are communicated and met successfully.

• Leading projects and assisting in the creation and coordination of project plans and activities, and monitoring of contract deliverables.
• Demonstrating business and technical acumen to ensure deliverables and expected outcomes align with the Business Case.
• Communicating with stakeholders to understand business needs, capturing risks, issues and decisions as required.
• Developing change management plans for projects and/or change initiatives.
• Assisting in defining the project scope and deliverables.
• Maintaining project records, databases and project files, entering project information into planning software to ensure that all documents and notes are compliant with industry requirements; generating financial summaries where required.
• Developing and maintaining project key performance indicators.
• Setting review schedules, assessing project progress and implementation recommendations or addressing changes needed to stay on time and budget.
• Providing general project information to inquiries received via all incoming channels.
• Reviewing and approving vendor invoices and developing support documentation.
• Managing administrative tasks and organizing documentation for project diligence.
• Assisting in managing project budget, timelines, and resource allocations.
• Assisting in preparation of project status reports and other project documentation as required.
• Acting as a resource person for project team members.
• Performing other duties as assigned.

• Bachelor’s degree in business, Economics, Statistics, or equivalent experience.
• Project Management (e.g. PMP, CSM, BBA, BS or applicable experience within the industry and function).
• 5-8 years of project management experience, including overseeing timelines, budgets, and cross-functional teams in the financial services or private wealth management industry.
• Familiarity with wealth management platforms, CRM systems, and project management tools, with 2-3 years of experience managing relationships with high-net-worth clients and stakeholders.
• Proficiency with the MS Office suite, including MS Project, Word, Excel, PowerPoint, Teams, and Outlook.
• Proficiency with project management tools (e.g. Atlassian).
• Experience leading projects of various sizes and coordinating project plans and activities, including monitoring of contract deliverables.
• Ability to align deliverables with the Business Case and demonstrate business and technical acumen.
• Experience developing change management plans for projects and/or change initiatives.
• Experience maintaining project records and ensuring compliance with industry requirements; generating financial summaries where required.
• Experience developing and maintaining project KPIs.
• Ability to set review schedules, assess progress and implement recommendations to stay on time and budget.
• Providing general project information to inquiries received via all channels.
• Experience reviewing and approving vendor invoices and developing support…