Lead Project Manager for Wealth Management Solutions
3 weeks ago
ROSS is seeking a Lead Project Manager to oversee the development of a comprehensive Wealth Management initiative. Our client is a distinguished consulting firm comprised of elite professionals specializing in Financial Services technology.
About the CompanyThis firm possesses profound expertise in various sectors, including Capital Markets, Wealth & Investment Management, and Retail Banking. They deliver a unique blend of business acumen and technical proficiency to their clientele.
Key Responsibilities- Lead and manage the development of a Wealth Management project.
- Utilize strong project management leadership skills with a minimum of 5 years of experience.
- Implement project planning and management methodologies effectively.
- Demonstrate proficiency in recognized project management frameworks such as PMP, PRINCE, Agile, or similar.
- Oversee progress reporting, issue resolution, and action tracking while identifying risks and developing mitigation strategies.
- Conduct resource planning and define skill set requirements for team members.
- Ensure project deliverables are met within the established timelines and budget.
- At least 5 years of experience in development, including implementations, design, and documentation.
- Exhibit exceptional people and communication skills, particularly in client management and both written and verbal communication.
- Possess a broad understanding of Wealth Management, which may encompass retail and commercial banking, risk management, treasury, capital markets, and support functions.
- Demonstrate leadership capabilities with a composed professional demeanor, effectively engaging with all organizational levels from analysts to executives.
- Be a self-driven independent thinker with experience managing larger projects, typically spanning 6-12 months.
- Showcase creative problem-solving abilities along with strong diagnostic and analytical skills.
- Fluency in French is considered a significant advantage.
If you know someone who might be a good fit for this role, please consider referring them for this opportunity.
-
Wealth Management Project Leader
3 weeks ago
Montreal, Quebec, Canada ROSS Full timePosition OverviewOur client is a distinguished consulting firm comprised of elite professionals specializing in Financial Services technology.They possess profound expertise in the realms of Capital Markets, Wealth & Investment Management, and Retail Banking, providing clients with an exceptional blend of business acumen and technical proficiency.Their...
-
Lead Project Manager, Retail Banking Solutions
3 weeks ago
Montreal, Quebec, Canada ROSS Full timeROSS is a distinguished consulting firm focused on Financial Services technology, with a wealth of expertise in Capital Markets, Wealth & Investment Management, and Retail Banking sectors. Our approach is characterized by a unique combination of business acumen and technical proficiency, allowing us to deliver tailored solutions to our clients. We are...
-
Senior Director, Wealth Management Solutions
3 weeks ago
Montreal, Quebec, Canada Bank of Montreal Full timePosition Overview:The Senior Director of Wealth Management Solutions plays a pivotal role in leading a dynamic and entrepreneurial team focused on serving affluent families and their advisors. This position emphasizes the delivery of tailored advisory strategies aimed at expanding and nurturing the BMO Family Office clientele.Key Responsibilities:Foster...
-
IT Asset Manager for Wealth Management
3 days ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob DescriptionJob Title: IT Asset Manager for Wealth ManagementJob Summary:We are seeking an experienced IT Asset Manager to lead our Wealth Management team. As an IT Asset Manager, you will be responsible for managing the lifecycle of our IT assets, ensuring their availability, operational support, and associated budgets.Key Responsibilities:Lead and...
-
IT Asset Manager for Wealth Management
4 days ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeJob DescriptionJob Title: IT Asset Manager for Wealth ManagementJob Summary:We are seeking an experienced IT Asset Manager to lead our Wealth Management team. As an IT Asset Manager, you will be responsible for managing the lifecycle of our IT assets, ensuring their availability, operational support, and associated budgets.Key Responsibilities:Lead and...
-
IT Asset Management Leader for Wealth Solutions
3 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeIT Asset Management Leader for Wealth Solutions Hybrid Work Environment Job Category: Manager Employment Status: Permanent Work Schedule: Full-Time Location: Montreal Area of Focus: Information Technology Join us as a pivotal figure in the Wealth Management and Brokerage Operations domain. Your expertise in management, delivery, support, and...
-
Senior Director, Wealth Management Solutions
3 weeks ago
Montreal, Quebec, Canada Bank of Montreal Full timePosition Overview:The Senior Director, Wealth Management Solutions, is a pivotal role within our organization, dedicated to serving high-net-worth individuals and their families. This position entails collaborating with a diverse team of professionals to provide comprehensive advisory services tailored to the unique needs of affluent clients.Key...
-
Project Management Lead
4 days ago
Montreal, Quebec, Canada Company 1 - The Manufacturers Life Insurance Company Full timeAbout the RoleWe are seeking a highly skilled and experienced Business Enablement Manager to join our team at Company 1 - The Manufacturers Life Insurance Company. As a key member of our Business Enablement Management team, you will play a critical role in driving change forward and ensuring the successful implementation of our business strategies.Key...
-
Project Management Lead
3 days ago
Montreal, Quebec, Canada Company 1 - The Manufacturers Life Insurance Company Full timeAbout the RoleWe are seeking a highly skilled and experienced Business Enablement Manager to join our team at Company 1 - The Manufacturers Life Insurance Company. As a key member of our Business Enablement Management team, you will play a critical role in driving change forward and ensuring the successful implementation of our business strategies.Key...
-
Senior Wealth Management Analyst
2 weeks ago
Montreal, Quebec, Canada Banque Nationale Full timeBanque Nationale is a leading financial institution in Canada, with a team of over 1,000 investment advisors managing assets for a diverse clientele. If you have a passion for finance and analytical thinking, we invite you to consider the role of Senior Wealth Management Analyst. Your Role Assess and identify clients' financial planning needs, offering...
-
Montreal, Quebec, Canada National Bank Full timePosition OverviewAs an IT Asset Management Specialist within the Wealth Management sector, you will play a pivotal role in leading and guiding teams to enhance operational efficiency. Your extensive background in management and IT support will be essential in driving successful outcomes.Key ResponsibilitiesUtilize your coaching abilities to mentor team...
-
Wealth Management Assistant
4 days ago
Montreal, Quebec, Canada NBC Full timeAbout the RoleNational Bank Financial – Wealth Management is seeking a highly skilled Business Operations Specialist to join its Strategy & Performance team. As a key member of the Advisor Programs & Policies team, you will play a crucial role in managing the Business Expenses Sharing Program and providing exceptional service to our wealth advisors and...
-
Wealth Management Assistant
3 days ago
Montreal, Quebec, Canada NBC Full timeAbout the RoleNational Bank Financial – Wealth Management is seeking a highly skilled Business Operations Specialist to join its Strategy & Performance team. As a key member of the Advisor Programs & Policies team, you will play a crucial role in managing the Business Expenses Sharing Program and providing exceptional service to our wealth advisors and...
-
Wealth Management Specialist
2 weeks ago
Montreal, Quebec, Canada Banque Nationale Full timeAbout Banque Nationale - Wealth ManagementBanque Nationale - Wealth Management is a leading financial institution in Canada, dedicated to providing exceptional wealth management solutions to its clients. With a team of experienced investment advisors and a strong commitment to client service, we strive to help our clients achieve their financial goals.Your...
-
IT Asset Management Leader for Wealth Solutions
3 weeks ago
Montreal, Quebec, Canada National Bank Full timePosition OverviewJoin a dynamic team at National Bank as a leader in the Wealth Management and Brokerage Operations sector. Your expertise in management, delivery, support, and application oversight in IT will be crucial in driving positive outcomes.Your ResponsibilitiesGuide and motivate two teams of analysts and developers, totaling around 15...
-
Lead Product Manager
3 weeks ago
Montreal, Quebec, Canada Promote Project Full timeJoin our dynamic team dedicated to pioneering the Bitcoin revolution. About Promote Project Promote Project is transforming financial services to ensure every Canadian has equitable access, making it bitcoin-friendly, secure, and rewarding. Since our inception, we have rapidly emerged as one of Canada's leading financial institutions, supported by...
-
Lead Project Manager
3 weeks ago
Montreal, Quebec, Canada ROSS Full timePosition OverviewThe role of Lead Project Manager at ROSS involves overseeing a critical Telephony project within a boutique consulting firm specializing in Financial Services technology.Key ResponsibilitiesProject Planning: Develop and manage a comprehensive project plan to ensure timely delivery.Vendor Management: Liaise with and oversee vendors to...
-
Private Wealth Management Specialist
5 days ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly skilled Private Wealth Advisor to join our Commercial & Private Banking 1859 team at Banque Nationale du Canada. As a Private Wealth Advisor, you will play a key role in providing exceptional financial planning and wealth management services to our high net worth clients.Key ResponsibilitiesDevelop and Grow Client...
-
Montreal, Quebec, Canada National Bank Full timePosition OverviewA rewarding opportunity awaits in the Wealth Management and Brokerage Operations domain. As a pivotal figure, you will leverage your management expertise and coaching abilities to foster a productive environment.Key ResponsibilitiesUtilize your IT experience to enhance application monitoring and support.Drive positive outcomes through...
-
Wealth Management Advisor
2 days ago
Montreal, Quebec, Canada National Bank of Canada Full timeAbout the RoleJob Summary:We are seeking a highly skilled and experienced Wealth Management Advisor to join our team at the National Bank of Canada. As a key member of our Commercial & Private Banking 1859 sector, you will be responsible for developing and implementing wealth management strategies for our high net worth clients.Key Responsibilities:Develop...