Project Manager

**About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture. Position Overview The Project Manager is responsible for delivering solutions that meet approved scope, budget, timeline, and quality standards. This includes leading detailed project planning, execution, deployment, training, and closure, while ensuring all documentation is maintained in the appropriate knowledge repositories. Client satisfaction with both the process and the project team is a key performance goal. **Responsibilities**: Planner - Plan (in detail) project scope, schedule, budget, risk, quality (includes requirements validation/verification and all testing), resourcing, procurement and information/communications Manager - Manage the project planning/execution/control/deployment/warranty support/closure, resourcing, procurement, risk management, issue management and change control processes, - Manage the acquisition and deployment of resources (including budget), - Manage the project team, - Maintain a balance between detail and the "big picture" vision of the project and the business, - Manage Salesforce integrations (e.g. MuleSoft), following architectural best practices and handling data workloads securely and efficiently - Manage information and document flows by prioritizing and follow-up, and - Manage the delivery of the approved business and IT requirements and documentation, Leader - Lead by example (work ethic, time reporting/management, teamwork, enthusiasm and adaptability to change, etc.), - Lead the client communication process, - Lead by imparting a shared vision of the project's value to the business and goals/objectives, and - Lead the project team effectively to deliver the solution in scope, in time, within budget and within the quality parameters and encourage teamwork - Influence others to share information, resources, and time, - Respond to client needs (spoken and implicit) and put to rest client fear/uncertainty/doubt, - Build support for project to ensure client understands and supports final delivery Communicator - Communicate regular project status reports to all stakeholders, - Communicate frequently with the client to preserve understanding of needs, priorities, and expectations, - Communicate clear expectations and regular updates to the project team, - Communicate with and influence multiple audiences (e.g. vendors, peers, management, etc.), and - Communicate project issues and risks to the appropriate people and secure their timely decisions/support **Qualifications**: - 5-10 years of experience in the retail brokerage marketplace - Proven experience delivering projects on Salesforce (preferably Financial Services Cloud), with a focus on wealth management or retail brokerage workflows - Strong understanding of Salesforce data models, including Household, Financial Account, and Client Relationship mappings - Experience leading Salesforce integrations with core systems - Vendor management experience and related negotiations - Sound business and communication skills, including Board and executive interactions - Extensive financial management skills, including status reporting and budget formulation/tracking - Demonstrates strong time management skills and consistently meets deadlines in a dynamic environment - Entrepreneurial mindset - Can perform effectively with a wide degree of creativity and latitude Education - Undergraduate degree with preference to those with a Business Administration major - PMP - Graduate degree preferred - Salesforce Administrator, Advanced Administrator, Platform App Builder, or other relevant Salesforce certifications are considered an asset. **Why Apply**: Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric? If so, we’re ready to invest in you.