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About the Role

The Project Manager will lead the end-to-end delivery of an enterprise-wide transformation initiative, including business process redesign, operational readiness, data conversion, vendor coordination, testing, training, and post-implementation stabilization. This role requires a leader experienced in digital transformation with strong knowledge of wealth management operations and a proven track record delivering large-scale platform migrations.

Responsibilities

Lead the full lifecycle of strategic transformation projects within wealth management operations.
Communicate regularly with internal and external parties, including the Executive Leadership Team, working teams, employees, and external partners through structured reporting, meetings, and steering committee updates.
Coordinate activities with internal business teams, consultants, integration partners, and third-party vendors.
Manage work teams by holding individuals accountable for scope, timing, and budget on assigned tasks.
Build organizational capability in project governance, communication, scope, timing, and budget through processes, training, tools, and coaching.
Drive accountability across sales, operations, compliance, finance, business technology, client service, and external vendor teams.
Identify and resolve project risks, issues, constraints, and conflicting priorities.
Act as the primary point of contact between Educators Financial Group and vendor implementation teams, monitoring deliverables, commitments, risks, dependencies, and issue resolution.
Ensure all project deliverables meet agreed scope, quality standards, timelines, and business objectives.

Requirements

Minimum of 8 years of project management experience in leading complex business, technology, and transformation initiatives such as end-to-end platform migration or system implementation projects within the financial services or wealth management industry.
Experience managing external implementation partners and technology vendors.
Proven success delivering complex, cross-functional programs/projects involving multiple key interested parties.
Demonstrated ability to lead organizational change, user adoption, and business readiness activities.

Skills

Digital transformation leadership
Wealth management operations knowledge
Large-scale platform migration delivery
Dealer systems
Back-office platforms
Advisor servicing models
Client reporting
Regulatory compliance processes
Operational change management
Project governance
Communication
Scope management
Timing management
Budget management
Risk identification and resolution
Issue identification and resolution
Vendor management
Advisor operations
Canadian financial services regulatory requirements/compliance
Operational controls
Client servicing
Account administration
Investment operations
Organizational change leadership
User adoption
Business readiness

Location

Hybrid (within 50km of Head Office)
Remote (for those living farther away, with some exceptions)

Work Type

Full-time
1-year contract

Experience Level

Minimum 8 years project management experience

Education Level

University degree or College Diploma in Business, Finance, Technology, Operations, or a related field
PMP certification (strongly preferred)
Change Management certification (Prosci or equivalent) (asset)

Salary/Compensations

$75 - $80 per hour

Benefits

Discretionary bonus upon successful completion of the project

About the Company

Owned by the Ontario Secondary School Teachers’ Federation (OSSTF).
Offers financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975.
Recognized as one of the 2024 Best Workplaces™ in the Financial Services and Insurance sector.
Provides a highly collaborative and supportive work environment.

Equal Opportunity

Committed to fostering an inclusive workforce that reflects the diversity of our clients and communities.
Actively seek and welcome applications from all qualified candidates.
Strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free.
Provide accommodation during the selection process upon request.
Value the participation of diverse talent with various backgrounds and experiences.
Encourage and welcome all candidates to self-identify during the application process.
Leverage artificial intelligence (AI) technology to enhance the recruitment process while prioritizing responsible use, improved candidate experience, operational efficiency, and reducing biases.
All key hiring decisions are made solely by our team.