Manager, Client Services

3 weeks ago


Ottawa ON, Canada S.i. Systems Full time

Project Manager to help the client reach Wealth strategic goals by collaborating with stakeholders and leading an RFP process for a desired solution.

Work on the Project team to help ultimately select a comprehensive tech solution to enable the client to build a solid foundation with scalable technology. This will include supporting the client through the RFP process.

10+ years of experience in IT project and program management

Project Delivery experience in Wealth / Asset Management

Experience implementing investment management platforms and/or portfolio management systems is considered a differentiator

Deep understanding of (PIM) Private Investment Management, Dealer, Asset Management, Order Management is highly sought after

Collaborate with Technology, Business, and 3rd party stakeholders to confirm the problems to be solved, expected outcomes and project deliverables

Identify and confirm project approach and engage appropriate stakeholders to develop detailed resource estimates and effective plans to manage the initiative

Assign deliverables, tasks and activities and continuously monitor and control all associated resources, schedules and plans

Report on status, risk management, budget/cost, success criteria and reporting as required

Anticipate and effectively manage risks and issues throughout the lifecycle of the initiative

Ensure optimal communications within and across teams and with all project stakeholders

Liaise with project stakeholders on an ongoing basis and ensure a strong and positive stakeholder relationship

Reports key metrics to senior stakeholders

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