Senior Delivery Project Manager

Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. The company’s mission is to ensure that everyone has access to great financial advice, transforming the financial planning landscape and improving outcomes for all clients.

Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. We are based out of Winnipeg, Manitoba and have team members located across Canada, the United States, and United Kingdom.

We are seeking a Senior Delivery Project Manager to join our dynamic team!

The Senior Delivery Project Manager is accountable and owns project delivery at Conquest Planning. Being an accountable ownership role, the Project Manager takes a project from the moment scope is handed off through to production, closure, and retrospective — and is answerable for how it runs, how it is governed, how it is reported, and when it deploys for the client.

The Senior Delivery Project Manager sets the direction for the project. They define how the project will be governed, convert high-level scope into a client-facing Statement of Work, call for the solutioning resources the work demands, drive milestones and dependencies to closure, and own the truth of status — internally and externally. When a project is at risk, the Senior Delivery Project Manager owns the recovery plan, not just the escalation.

This role runs multiple concurrent projects across Conquest’s delivery engagements, applying best practices in project governance and change management. The Senior Delivery Project Manager is a highly organized, detail-oriented leader who is trusted to make decisions, hold internal and external stakeholders to commitments, and deliver Conquest solutions into client environments with a high standard of quality, efficiency, and customer satisfaction.

This is a remote / work from home opportunity.

The Senior Project Manager is the single accountable owner for the following, end to end:

• End-to-end ownership. The project runs from initiation to production and closure under the Project Manager's ownership.
• Governance definition. A detailed project charter is authored up front, establishing how projects will be governed.
  • Define within the charter: objectives and success criteria, scope boundaries, governance and decision rights, escalation paths, meeting and reporting cadence, roles and responsibilities, assumptions, constraints, and change control.
  • Secure alignment and sign‑off on the charter from internal leadership and the client before execution begins, so that governance is agreed rather than improvised.
  • Maintain the charter as the governing reference for the life of the program, updating it through formal change control as the program evolves.
• Statement of Work. High‑level scope from the Sales Engineer and Solutions Consultant is converted into a Statement of Work and submitted to the external client.
  • Define deliverables, milestones, timelines, dependencies, assumptions, exclusions, acceptance criteria, and client responsibilities with enough precision to hold up through delivery.
  • Partner with Solutions Consultants to validate feasibility and effort before the SOW is issued.
  • Present the SOW to the client, resolve questions, and drive it to client acceptance.
  • Own change control against the SOW: identify scope change as it emerges, quantify its impact, and manage it formally rather than absorbing it silently.
• Resourcing advocacy. Solutioning resource needs are identified early and escalated with a clear case for what is required and why.
  • Assess the skills, capacity, and specialist solutioning support each project requires, and surface those needs early.
  • Make the case for solutioning resources with clear justification: what is needed, when, for how long, and what the consequence is if…