Senior Project Manager,Wealth Management- CONTRACT

ROSS; Montreal; Remote; CAD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a skilled Project Manager for Wealth Management projects. This pivotal role involves leading front office initiatives, ensuring projects are delivered on time and within budget, and managing resources effectively. The ideal candidate will have extensive experience in project management methodologies and a solid understanding of Wealth Management. Join a forward-thinking firm that values creativity and problem-solving, where your contributions will directly influence client success and project outcomes. If you're a self-motivated leader with a calm demeanor and a passion for financial services, this opportunity is perfect for you.

Qualifications

• 5+ years of solid project management leadership experience.
• Expert in project management methodologies like PMP, Agile, or similar.

Responsibilities

• Lead and manage a Wealth management front office project.
• Execute against project plan timelines and deliverables.

Skills

Project Management

PMP

Agile

Risk Management

Resource Planning

Wealth Management Knowledge

Analytical Skills

Problem-Solving

French Language

Education

CFA Level 1

Canadian Securities Course

Job description

Our client is a boutique consulting firm of top-notch Financial Services technology professionals. They have expert knowledge in the Capital Markets, Wealth & Investment Management, and Retail Banking sectors, offering their clients a winning combination of business and technical expertise. Their hands-on approach combines the rigor of business-driven frameworks and methodologies with the flexibility of a senior team, giving clients a superior level of customization. They have engaged ROSS (www.getROSS.com) to search for a Project Manager, Wealth Management.

ROSS is a team of People Specialists helping companies align their People Strategy with their business growth. We provide remote or onsite HR and Recruitment solutions such as Recruitment Process Outsourcing (RPO), complimented by leading edge open-source HRIS software.

Project Manager, Wealth Management will be responsible for leading and managing a Wealth management front office project.

Requirements:

1. Solid Project Management leadership experience (5+ years)
2. Project planning and project management expertise
3. Expert in standard project management methodologies including PMP, PRINCE, Agile or similar is strongly preferred
4. Experience in progress reporting, issue resolution, action tracking, and ability to identify risks and create risk mitigation plans
5. Experience in resource planning, defining skill set requirements, and people management
6. Ability to execute against project plan timelines to deliver agreed-upon deliverables within approved budget
7. Front Office application experience
8. CFA Level 1 is a major asset
9. Canadian Securities Course is a nice to have
10. Wide understanding of Wealth management
11. Demonstrated ability to lead combined with a calm professional demeanor and ability to work with all levels of the organization from analysts to executives
12. Self-motivated independent thinker with experience on larger projects (6-12 month requirements phase)
13. Creative problem-solving and strong diagnostic and analytical skills
14. Strong organizational, follow-up and priority-setting skills
15. Quick learner – able to quickly understand an application’s high-level functionality
16. Ability to work independently to accomplish tasks assigned
17. Experience following structured methodologies and frameworks
18. French is an asset

Click here for more information