Wealth Management Project Delivery Manager (Toronto)

Wealth Management Project Delivery Manager (Toronto)

11 Nov
|
Wellington-Altus Private Wealth
|
Toronto

11 Nov

Wellington-Altus Private Wealth

Toronto

Support wealth management delivery at Wellington-Altus in Toronto, combining business acumen, technical understanding, and structured project controls. This full time position serves internal and external stakeholders.

Reporting to the VP, Business Systems & Innovation, the Project Manager supports projects across Wellington-Altus Private Wealth. The position aligns deliverables with approved business cases, monitors progress, and recommends adjustments for timelines and budgets. It also supports organizational change, project governance, and information flow.

Key Responsibilities:

- Define project scope, objectives, deliverables, and review schedules
- Align outcomes with approved business cases
- Develop change management plans for organizational initiatives




- Generate project KPI reporting and financial summaries
- Respond to project inquiries with accurate, timely information

Requirements:

- Five to eight years overseeing timelines, budgets, and teams
- Experience with high-net-worth clients and stakeholders
- Familiarity with wealth management platforms and CRM systems
- Knowledge of project planning, scope, controls, and delivery
- Ability to manage stakeholder communication and information flow

Bring project controls, analytical judgment, and wealth management experience to Wellington-Altus’s Toronto project delivery team.

📌 Wealth Management Project Delivery Manager (Toronto)
🏢 Wellington-Altus Private Wealth
📍 Toronto

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