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Duration:

6 months

Key Responsibilities:

- Lead end-to-end delivery of Prime Brokerage workstreams, from initiation and business case through build, testing, cutover and hypercare.

- Build and own the integrated plan, RAID log, dependencies and critical path across Canadian and US business lines and legal entities.

- Drive cross-border alignment between Toronto and US teams (e.g., New York / Jersey City), including Front Office, Operations, Technology, Finance, Risk, Compliance and Legal.

- Manage scope across core prime services: client onboarding, margin and financing, securities lending, synthetic prime / swaps, collateral management, and client reporting.

- Translate regulatory and business requirements into delivery plans, covering Canadian (CIRO, OSFI) and US (SEC, FINRA) obligations where relevant.

- Run governance: steering committee materials, status reporting, budget tracking, change control and executive escalation.

- Coordinate vendors and platform partners, and manage integration with trading, risk, settlement and data platforms.

- Lead and motivate multi-disciplinary teams of BAs, developers, testers and SMEs, including onshore and offshore resources.

- Identify risks early, propose options and drive decisions to keep milestones on track.

Must-Have Skills:

- 12+ years of project / program management in Capital Markets, with at least 5 years leading large, multi-stream programs.

- Direct delivery experience on Prime Brokerage programs at a bank or broker-dealer (prime services, securities finance, margin, or synthetic prime).

- Proven track record on cross-border or multi-jurisdiction initiatives, ideally Canada–US.

- Strong working knowledge of the prime brokerage trade and financing lifecycle: onboarding, margin,



stock loan / borrow, collateral, settlement and client reporting.

- Experience delivering regulatory and transformation programs in a Tier-1 bank environment with formal governance and audit oversight.

- Ability to influence senior stakeholders (Director to MD) and drive decisions across business, operations and technology.

- Strong command of Agile, Waterfall and hybrid delivery, with hands-on planning tools (MS Project, Jira, Confluence).

- Excellent written and verbal communication, including executive-level reporting.

- Eligible to work in Canada and able to be on site in Toronto 3 days per week.

Nice-to-Have Skills:

- Experience launching or expanding a prime brokerage offering, or migrating prime clients between platforms or legal entities.

- Exposure to US rules affecting prime services, such as SEC Rule 15c3-3 (customer protection), Reg T and FINRA 4210 margin, and SEC Rule 10c-1a securities lending reporting.

- Familiarity with CIRO margin and client asset requirements in Canada.

- Background in AML / KYC onboarding for institutional and hedge fund clients.

- Experience with T+1 settlement, collateral optimization or front-to-back automation programs.

- PMP, PgMP, PRINCE2 or Protected certification.

- Prior consulting or contract experience in Canadian or US bank Capital Markets.

FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is

C$120 – C$130.

We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.

📌 Sr. Project/Program Manager - Prime Brokerage (Toronto)
🏢 Finance Professionals
📍 Toronto