Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. The company’s mission is to ensure that everyone has access to great financial advice, transforming the financial planning landscape and improving outcomes for all clients. Users of Conquest Planning leverage its intuitively designed product, straightforward onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. We are seeking a Senior Delivery Project Manager to join our dynamic team The Senior Delivery Project Manager is accountable and owns project delivery at Conquest Planning. Being an accountable ownership role, the Project Manager takes a project from the moment scope is handed off through to production, closure, and retrospective — and is answerable for how it runs, how it is governed, how it is reported, and when it deploys for the client. The Senior Delivery Project Manager sets the direction for the project. They define how the project will be governed, convert high-level scope into a client-facing Statement of Work, call for the solutioning resources the work demands, drive milestones and dependencies to closure, and own the truth of status — internally and externally. When a project is at risk, the Senior Delivery Project Manager owns the recovery plan, not just the escalation. This role runs multiple concurrent projects across Conquest’s delivery engagements, applying best practices in project governance and change management. The Senior Delivery Project Manager is a highly organized,



detail-oriented leader who is trusted to make decisions, hold internal and external stakeholders to commitments, and deliver Conquest solutions into client environments with a high standard of quality, efficiency, and customer satisfaction. This is a remote / work from home opportunity. The project runs from initiation to production and closure under the Project Manager's ownership. A detailed project charter is authored up front, establishing how projects will be governed. Define within the charter: objectives and success criteria, scope boundaries, governance and decision rights, escalation paths, meeting and reporting cadence, roles and responsibilities, assumptions, constraints, and change control. Maintain the charter as the governing reference for the life of the program, updating it through formal change control as the program evolves. Define deliverables, milestones, timelines, dependencies, assumptions, exclusions, acceptance criteria, and client responsibilities with enough precision to hold up through delivery. Own change control against the SOW: identify scope change as it emerges, quantify its impact, and manage it formally rather than absorbing it silently. Assess the skills, capacity, and specialist solutioning support each project requires, and surface those needs early. Partner with the VP Global Delivery to secure the right people at the right time,



and flag contention across concurrent projects. Continuously monitor whether the resourcing in place still matches the work, and re-raise the need as scope, complexity, or timelines shift. Partner with Solution Consultants who are responsible for requirements while retaining accountability for the project plan itself. Report accurately and candidly: progress against plan, upcoming milestones, risks and issues with owners and mitigations, decisions required, and changes to scope, schedule, or cost. Facilitate effective communication across technical and non-technical audiences, ensuring shared understanding and alignment. Escalate to senior leadership early and with a recommendation attached, not simply a problem statement. Build and nurture trusted relationships with internal and external stakeholders to foster collaboration and long-term success. Internal and external status reporting is authored and owned by the Project Manager. Hold all parties accountable to agreed commitments, dates, and quality standards. Own the decision path for the project: elevate what genuinely requires senior input, and decide what does not. Act as the hub of communication and accountability across clients, internal teams, and stakeholders — the person who knows the state of the project at all times. Finalize and archive comprehensive project documentation, including plans, workflows, decisions, risks, changes, and lessons learned. A retrospective is conducted, documented, and converted into actions that improve future projects. Champion continuous improvement across project governance and seek efficiencies. Portfolio management. Multiple concurrent projects are owned and balanced without loss of quality or visibility. Maint

📌 Head of Project Management and Delivery (Canada)
🏢 Conquestplanning
📍 Canada