Shape Q Wealth’s operational growth through partner transitions, AI-supported reporting, and product roadmap input. Lead complex delivery across interconnected teams.

This senior operations leadership role coordinates Business Development, Engineering, Compliance, Marketing, Investment Operations, IT Support, and Portfolio Management. You will guide capacity planning, data migration strategy, transition reporting, and operational projects. The position also represents Transitions and training on Q Central initiatives.

Key Responsibilities:

- Lead capacity planning against the Business Development pipeline
- Coordinate cross-functional transition deliverables and data migration
- Use AI tools for reporting, statistics, and visuals




- Represent Transitions on Q Central product roadmap discussions
- Provide operational expertise across senior workstreams

Requirements:

- Experience leading cross-functional financial operations initiatives
- Ability to coordinate Engineering and operational stakeholders
- Skill using AI tools for business reporting
- Strength in transition capacity and resource planning
- Ability to provide senior escalation support

Use cross-functional leadership, AI-supported reporting, and transition expertise to advance Q Wealth’s operational execution.

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📌 Director of Financial Operations Transitions (Toronto)
🏢 QWealth Partnership
📍 Toronto