Project Manager

Fidelity Canada; Toronto; Hybrid; CAD 87,000 - 95,000; Full time

Job summary

Fidelity Canada is seeking a skilled Project Manager to lead the implementation of a portfolio management system within the Wealth Management division. This hybrid role requires strong leadership, experience in Agile methodologies, and the ability to manage cross-functional teams. Successful candidates will possess a university degree and relevant project management certifications. The position offers competitive compensation and benefits including comprehensive health coverage and a flexible work environment.

Benefits

Flexible working arrangements

Competitive total compensation

Comprehensive health benefits

Parental leave top-up

Home office equipment allowance

Generous time off policy

Diversity and inclusion programs

Professional development opportunities

Qualifications

• 3 years of experience in Project/Program Management or as a Scrum Master.
• Experience delivering technology projects in wealth or asset management.
• Strong organizational and time management skills.

Responsibilities

• Lead end-to-end implementation of a portfolio management system.
• Manage project lifecycles including planning, execution, and delivery.
• Ensure compliance with operational processes and risk mitigation.

Skills

Leadership

Agile methodologies

Project Management

Vendor Management

Risk Management

Education

University Degree or equivalent work experience

Certified Scrum Master

Project Management Professional certification

Job description

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Job Description

This is a hybrid role with a mix of remote and in-office working.

Job Description

This is a hybrid role with a mix of remote and in-office working.

Current work authorization for Canada is required for all openings.

Who We Are

Fidelity Investments is a world leader in mutual funds and ETF management. We pride ourselves in proprietary and disciplined research-driven investing. We offer a complete line of products and services to investors through a network of third-party brokers and financial advisors. Our primary goal is to support investment professionals as they endeavor to prepare their clients’ retirement and other significant life goals which demand focused financial management.

The role

The Project Manager (PM) is responsible to lead the end-to-end implementation of a portfolio management system for our Wealth Management line of business, as well as managing connected initiatives in the investment management domain. In this role, you will be responsible for managing the full project lifecycles - from scoping and planning to configuration, integrations, testing and go live, - ensuring alignment with wealth operations, trading, compliance, and reporting requirements. A key responsibility will include managing overseeing 3rd party vendor deliverables, ensuring alignment with vendor agreement obligations and Fidelity standards.

The PM is also accountable for the project team’s effectiveness by enabling the Agile methodologies to improve its practices within its frameworks.

How You’ll Make An Impact

• Delivers an integrated portfolio management platform ensuring alignment with operational processes and compliance rules, scope, timeline and budget.
• Prepares project charter and develop detailed project plans including detailed scope statements, schedule and budget estimates and baselines, resource plans, quality plans and success criteria.
• Completes all required project governance gates approval forms and presentations.
• Establishes project communications and monitoring and control mechanisms.
• Manages day to day project activities ensuring deliverables are met, risks are identified and assessed, and issues are managed and resolved.
• Coordinate QAT and user acceptance testing, system validations and other quality assurance activities to ensure solution integrity and business readiness.
• Collaborate with Audit and Risk to ensure that the project deliverables meet organizational standards for control, compliance and risk mitigation.
• Ensure smooth transition to production with proper support models in place.
• Leads project team(s) in a matrix environment, clarifying roles & responsibilities, providing individual direction and feedback, and ensuring required communication support is in place.
• Partners with the Project Management Office to ensure portfolio, program and project management standards, processes and procedures are adhered to.
• Implements and utilizes reporting and control mechanisms, and in particular project change management approaches, to ensure the project’s triple constraints (time, cost, performance scope and quality) are well managed and status and issues are reported to sponsors, executive sponsors and senior management on a timely basis.
• Ensures project post implementation reviews are planned and executed in compliance with Fidelity standards.
• Works with vendors, industry firms and internal Fidelity business units to explore innovative business solutions with new technologies and alternative processes. Ensure that vendor’s contractual obligations, delivery milestones and service levels are met.
• Participates in the preparation of RFPs, evaluate proposals, statements of work and select vendors.
• In conjunction with internal partners, participate in meetings and act as the central point of contact to manage tasks, relationships, and deliverables during the lifecycle of the project.
• Clear and concise Product goal definition and backlog items that the Project Team can easily understand and act upon.
• Address impediments related to unclear backlog items or changing scope.
• Manage expectations and facilitate stakeholder collaboration across business and technology - wealth operations, compliance, trade execution, and executive leadership.
• Periodic advisory and coaching of the organization on Agile methodologies.
• Continuous improvement reviews of the organization’s effectiveness at adopting Agile methodologies.
• Ongoing support and the removal of barriers between stakeholders and Project Teams.
• Periodic reporting of Project Team performance through well-defined Key Performance Indicators (e.g. burn-down / burn-up charts, velocity, etc.), value generation, and taking into consideration feedback from the Project Team, Business Owner, and key stakeholders.
  
  

What We’re Looking For

• University Degree or equivalent work experience or equivalent experience.
• Certified Scrum Master or Professional Scrum Master certification.
• Project Management Professional certification.
  
  

What You Will Bring

• Minimum 3 years of experience working in a Project/Program Management and/ Scrum Master capacity.
• Extensive experience in leading business and systems delivery teams using Project Management and Agile methodologies.
• In-depth knowledge of Project Management and Agile frameworks, principles, and processes
• Understanding of portfolio management systems, including core functionalities, order management, workflows, trade lifecycles, compliance etc.
• Experience in delivering technology projects in wealth or asset management industry supported by strong knowledge of operational interdependencies.
• Proven track record in managing vendor-led implementations, including contract deliverables and service quality oversight.
• Strong coaching and leadership skills.
• Team focused with ability to teach teams how to be self-organized.
• Adaptable to change and comfortable with transparency, inspection, and adaption.
• Comfortable working with multiple teams.
• Ability to build strong interpersonal relationships with cross divisional teams, senior management, and internal and external stakeholders.
• Ability to work with cross divisional teams, senior management, and internal and external stakeholders.
• Strong organizational and time management skills.
  
  

Some of the ways we’ll help you feel valued and supported as part of our team

• Flexible working arrangements - 100% remote, hybrid, and in office options
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation
• We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.
  
  

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [e-mail].

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following

Awards

• Canada's Top 100 Employers
• Greater Toronto's Top Employers
• Canada's Top Family-Friendly Employers
• Canada's Top Employers for Young People
• Great Place To Work Certified
• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
• HRD - 5-Star Benefit Program
• HRD - 5-Star Diversity & Inclusion Employer
  
  

Designations

• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Project Management and Information Technology

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