Manager, PMO & Strategic Initiatives Location: 5160 Yonge Street, North York, Ontario (hybrid) Type: Full-time Reports to: Director, Operational Effectiveness & Communications

About Q Wealth Partners Q Wealth Partners is one of Canada's largest independent Portfolio Management firms, with nearly $10 billion in assets and 30+ partner offices across the country. As a registered Portfolio Manager, we hold ourselves to a fiduciary standard: acting in our clients' best interest at all times.

Our model is built on partnership. Independent advisory firms join Q Wealth as Partners, keep their own brands, and rely on our shared investment, operations and technology platform so they can spend their time with clients.

About the role We're looking for a hands‑on Manager, PMO & Strategic Initiatives to run our most important projects and build the way Q Wealth delivers them. This is a builder role: you'll lead real work from day one while setting up a practical project office that helps us execute, not one that adds paperwork.

You’ll report to the Director, Operational Effectiveness & Communications, and work closely with the COO, senior leaders and teams across Marketing, Engineering, Core Admin and Client Services, and PM Services. Our projects span technology modernization, operational efficiency, partner transitions, regulatory change, AI adoption and current business.

You’ll do well here if you like being in the room when priorities are set and in the details when work gets delivered. This is a new function, so not everything will be defined on day one. That’s part of the job: you’ll figure out what’s needed, build it and get it moving.

Lead our priority projects (about 60% of your time)

Serve as project manager and delivery lead for the firm's highest-priority initiatives, across business transformation, technology modernization, operational efficiency, regulatory change, AI adoption and new business enablement

Define scope, objectives and success criteria with project sponsors

Build and manage project plans, timelines, budgets, resources and dependencies

Facilitate working sessions and stakeholder meetings, and keep decisions and action items moving

Track risks, issues and action items, and elevate blockers early with a plan to fix them





Coordinate delivery across departments and hold owners to their commitments

See projects through to completion and adoption

Build a practical PMO (about 25%)

Develop project management standards and templates teams will actually use

Establish project intake and prioritization processes

Put governance and status reporting in place that's sized to each project, not one heavy process for everything

Standardize project documentation, so anyone can pick up a project and know where it stands

Set up simple stage gates and project reviews for larger initiatives

Keep one portfolio view of all strategic initiatives and the capacity behind them

Coordinate resource planning across departments, and show leadership project demand against delivery capacity

Track partner transitions in the portfolio and make sure every supporting team is engaged, while the Transitions team leads delivery

Flag competing priorities and recommend trade‑offs

Report to leadership (about 15%)

Prepare monthly executive project reports and deliver portfolio updates to senior leadership

Build executive dashboards and project scorecards

Track strategic initiative progress against corporate objectives

Report on project health, budget, risks and milestones

Recommend corrective action when a project goes off track

Use AI tools to build reporting, dashboards and visuals faster

Improve how we work (ongoing)

Identify bottlenecks and inefficiencies across the organization

Lead process redesign initiatives

Strengthen project delivery habits across teams

Introduce automation and workflow improvements where they make sense

Build a culture where commitments are clear, owned and met, and where we keep getting better

As we grow

Mentor project managers and project coordinators as the PMO team grows

Build project management skills across departments





Set best practices for project planning and execution

Shape a PMO that scales with the firm

Qualifications Required Experience

7+ years of project or program management, leading complex initiatives across several teams

A track record of delivering both business and technology projects

Experience working with executives: you can give a clear update, push back with data and get a decision

A self-starter mindset: you see what needs doing and get it moving without waiting for a playbook

Comfort with ambiguity: you can bring structure to fuzzy problems, shifting priorities and a function that's still being built

Strong planning and organization, and the follow-through to close things out

Strength in project leadership, portfolio management, change management, stakeholder management and risk management

Strong communication skills: you can explain complex work simply, tailor your message to executives and teams, and keep everyone informed and on the same page

Preferred Experience

Experience in wealth management, financial services, fintech or another regulated industry

Familiarity with Portfolio Manager firm operations, custodians such as NBIN, or platforms such as D1g1t

Experience setting up or improving a PMO or project intake process PMP and/or an Agile certification

Process improvement training such as Lean Six Sigma

Hands‑on experience with Monday.com or Jira

Why Q Wealth

The chance to build: you'll shape how a growing firm runs its biggest work, with direct access to senior leader.

Work that matters: our projects change how partner offices, advisors and clients experience Q Wealth.

Compensation: competitive salary plus an annual bonus.

Ownership: the opportunity to join our employee ownership program after one year of service.

Benefits and time off: a comprehensive health and wellness package, vacation days and global flex days.

Growth: support for professional designations and ongoing development.

Flexibility: Working at our head office in North York, this position is eligible to work from home up to 3-4 days per week on a permanent basis with the aid of the best technology, cyber security, and cloud-based platforms.

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📌 Manager, PMO & Strategic Initiatives (Toronto)
🏢 QWealth Partnership
📍 Toronto