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 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 transparent 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 (Winnipeg)
🏢 S.i. Systems
📍 Winnipeg