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 Wealth Management client is looking to hire a permanent full-time Director, Strategic Delivery to join our Strategic Delivery & Platforms team, reporting to the VP, Strategic Delivery & Platforms. This is a hands-on people-leadership role. You will own how our strategic projects and acquisition integrations get delivered, lead our project managers, and keep the portfolio moving while the business keeps running. This role has flexibility on location out of Vancouver, BC or Toronto, ON.
You will be responsible for:
- Leading delivery of the strategic project portfolio, including firm-wide initiatives and acquisition integrations.
- Managing and coaching the project management team, providing direction and holding a clear standard for delivery.
- Owning the portfolio view, including intake, prioritization, capacity, dependencies and status reporting in Asana.
- Rolling up your sleeves when projects stall to address issues, unblock teams and expedite when needed.
- Making sure change management is built into every project, including communications, training and adoption.
- Running the operating rhythm with working groups and steering committees, including decision logs and executive updates.
- Working with leaders across Operations, Compliance, Finance, HR, Platforms and Data to align on scope and ownership.
- Managing vendor and partner work on projects, including statements of work, budget tracking and performance.
The ideal candidate for this position can:
- Lead and develop a team while staying close to the work.
- Bring structure where it doesn't yet exist and adapt quickly as priorities change.
- Communicate clearly and directly with senior leaders, and push back when needed.
- Balance competing priorities against limited capacity and make practical trade-offs.
The ideal candidate for this position has:
- 10+ years of experience in project or program delivery, including 3+ years leading project managers.
- A track record of delivering complex, cross-functional work in a regulated environment.
- Practical change management experience with measurable adoption results.
- Wealth management or financial services experience is an asset.
- Experience with acquisitions or integrations is an asset.
- Experience with Asana or similar portfolio management tools.
Working Conditions:
- Hybrid working arrangement.
- Occasional travel
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.
Career opportunity:
Our Wealth Management client is looking to hire a permanent full-time Director, Strategic Delivery to join our Strategic Delivery & Platforms team, reporting to the VP, Strategic Delivery & Platforms. This is a hands-on people-leadership role. You will own how our strategic projects and acquisition integrations get delivered, lead our project managers, and keep the portfolio moving while the business keeps running. This role has flexibility on location out of Vancouver, BC or Toronto, ON.
You will be responsible for:
- Leading delivery of the strategic project portfolio, including firm-wide initiatives and acquisition integrations.
- Managing and coaching the project management team, providing direction and holding a clear standard for delivery.
- Owning the portfolio view, including intake, prioritization, capacity, dependencies and status reporting in Asana.
- Rolling up your sleeves when projects stall to address issues, unblock teams and expedite when needed.
- Making sure change management is built into every project, including communications, training and adoption.
- Running the operating rhythm with working groups and steering committees, including decision logs and executive updates.
- Working with leaders across Operations, Compliance, Finance, HR, Platforms and Data to align on scope and ownership.
- Managing vendor and partner work on projects, including statements of work, budget tracking and performance.
The ideal candidate for this position can:
- Lead and develop a team while staying close to the work.
- Bring structure where it doesn't yet exist and adapt quickly as priorities change.
- Communicate clearly and directly with senior leaders, and push back when needed.
- Balance competing priorities against limited capacity and make practical trade-offs.
The ideal candidate for this position has:
- 10+ years of experience in project or program delivery, including 3+ years leading project managers.
- A track record of delivering complex, cross-functional work in a regulated environment.
- Practical change management experience with measurable adoption results.
- Wealth management or financial services experience is an asset.
- Experience with acquisitions or integrations is an asset.
- Experience with Asana or similar portfolio management tools.
Working Conditions:
- Hybrid working arrangement.
- Occasional travel
Disclaimer:
AI may be used in evaluating candidates.
This posting is for an existing vacancy.