Our client is a boutique consulting firm of top-notch Financial Services technology professionals. They have expert knowledge in the Capital Markets, Wealth & Investment Management, and Retail Banking sectors, offering their clients a winning combination of business and technical expertise. Their hands-on approach combines the rigor of business-driven frameworks and methodologies with the flexibility of a senior team, giving clients a superior level of customization. They have engaged ROSS (www.getROSS.com) to search for a Project Manager, Wealth Management.
ROSS is a team of People Specialists helping companies align their People Strategy with their business growth. We provide remote or onsite HR and Recruitment solutions such as Recruitment Process Outsourcing (RPO), complimented by leading edge open-source HRIS software.
Project Manager, Wealth Management will be responsible for leading and managing a Wealth management front office project.
Expert in standard project management methodologies including PMP, PRINCE, Agile or similar is strongly preferred
Experience in progress reporting, issue resolution, action tracking, and ability to identify risks and create risk mitigation plans
Experience in resource planning, defining skill set requirements, and people management
Ability to execute against project plan timelines to deliver agreed-upon deliverables within approved budget
Front Office application experience
CFA Level 1 is a major asset
Canadian Securities Course is a nice to have
Wide understanding of Wealth management
Demonstrated ability to lead combined with a calm professional demeanor and ability to work with all levels of the organization from analysts to executives
Self-motivated independent thinker with experience on larger projects (6-12 month requirements phase)
Creative problem-solving and strong diagnostic and analytical skills
Strong organizational, follow-up and priority-setting skills
Quick learner – able to quickly understand an application’s high-level functionality
Ability to work independently to accomplish tasks assigned
Experience following structured methodologies and frameworks