Provide end-to-end delivery management for the HWC operating model and NDEX standardization initiative, from mobilization through design, build, testing,

migration, cutover and transition to operations.

Key responsibilities

- Build and maintain an integrated plan covering business design, NDEX functional work, data, integrations, testing, migration, change and cutover
- Establish practical governance, workstream cadences, decision forums, reporting and document controls
- Manage scope, milestones, dependencies, budget, resources, risks, issues, assumptions and decisions
- Coordinate HWC stakeholders across operations, compliance, finance, advisor-facing teams, data, technology and vendors
- Drive timely decisions and elevate unresolved issues with clear recommendations and impacts
- Plan business participation in workshops, validation, testing, training and readiness activities
- Coordinate implementation readiness, cutover planning, hypercare and transition to steady-state ownership
- Maintain explicit executive reporting focused on accomplishments, next steps, decisions required and risks
- Project charter, scope and integrated delivery plan
- Governance model, meeting cadence and stakeholder plan
- Milestone plan, RAID log, decision log and dependency map
- Resource, budget and vendor tracking
- Testing, readiness, cutover and hypercare plans
- Executive status reporting and steering materials
- Closure, hand-off and lessons-learned package

Required qualifications

- 10+ years managing complex business and technology delivery in wealth management
- Experience with portfolio management platforms (Croesus, Harmony, D1g1t, NDEX, Addepar, Orion), operating model change, data migration and system integration
- Experience coordinating business, compliance, operations, technology and external vendors




- Strong understanding of Canadian wealth management and the importance of controlled data, supervision and client-service continuity
- Demonstrated ability to manage ambiguity, challenge weak assumptions and keep senior stakeholders focused on decisions

Success indicators

- The three workstreams operate against one integrated plan with clear dependencies and accountabilities
- Decisions, risks and issues are visible and resolved promptly
- Business resources are engaged at the right points for design, testing and readiness
- Implementation and cutover occur through controlled, documented acceptance and hand-off

Role purpose

Provide end-to-end delivery management for the HWC operating model and NDEX standardization initiative, from mobilization through design, build, testing,

migration, cutover and transition to operations.

Key responsibilities

- Build and maintain an integrated plan covering business design, NDEX functional work, data, integrations, testing, migration, change and cutover
- Establish practical governance, workstream cadences, decision forums, reporting and document controls
- Manage scope, milestones, dependencies, budget, resources, risks, issues, assumptions and decisions
- Coordinate HWC stakeholders across operations, compliance, finance, advisor-facing teams, data, technology and vendors
- Drive timely decisions and elevate unresolved issues with clear recommendations and impacts




- Plan business participation in workshops, validation, testing, training and readiness activities
- Coordinate implementation readiness, cutover planning, hypercare and transition to steady-state ownership
- Maintain clear executive reporting focused on accomplishments, next steps, decisions required and risks

Deliverables

- Project charter, scope and integrated delivery plan
- Governance model, meeting cadence and stakeholder plan
- Milestone plan, RAID log, decision log and dependency map
- Resource, budget and vendor tracking
- Testing, readiness, cutover and hypercare plans
- Executive status reporting and steering materials
- Closure, hand-off and lessons-learned package

Required qualifications

- 10+ years managing complex business and technology delivery in wealth management
- Experience with portfolio management platforms (Croesus, Harmony, D1g1t, NDEX, Addepar, Orion), operating model change, data migration and system integration
- Experience coordinating business, compliance, operations, technology and external vendors
- Strong understanding of Canadian wealth management and the importance of controlled data, supervision and client-service continuity
- Demonstrated ability to manage ambiguity, challenge weak assumptions and keep senior stakeholders focused on decisions

Success indicators

- The three workstreams operate against one integrated plan with clear dependencies and accountabilities
- Decisions, risks and issues are visible and resolved promptly
- Business resources are engaged at the right points for design, testing and readiness
- Implementation and cutover occur through controlled, documented acceptance and hand-off

Disclaimer:

AI may be used in evaluating candidates.

This posting is for an existing vacancy.

📌 Sr. Project Manager — Wealth Portfolio Management (Toronto)
🏢 S.i. Systems
📍 Toronto