Project Manager, Regulatory Compliance Specialist, Operations Management

• Investments, Regulatory & Digital Strategy
• Full-Time
• Requisition #: PROJE
  002079

Project Manager

Location:

This posting is for an existing vacancy in Wellington-Altus’s Toronto office.

Our organization:

Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated
* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.

* Investment Executive 2026 Brokerage Report Card.
** Report on Business 2026 rankings.

The opportunity:

Reporting to the VP, Business Systems & Innovation, the Project Manager is responsible for developing, executing, and maintaining comprehensive implementation plans, as well as delivering goal-based reporting for WAPW projects.

The Project Manager plays a key role in both planning and execution, serving as a primary point of contact for internal and external stakeholders. This role ensures effective communication of project milestones and drives successful, timely delivery of project outcomes.

Key responsibilities include:

• Lead projects and support the development, coordination, and execution of project plans, including monitoring contract deliverables.
• Apply strong business and technical acumen to ensure deliverables and outcomes align with the approved business case.
• Engage with stakeholders to understand business needs and effectively capture risks, issues, and key decisions.
• Develop and implement change management plans to support project and organizational change initiatives.
• Assist in defining project scope, objectives, and deliverables.
• Maintain accurate project records, databases, and documentation within planning tools, ensuring compliance with industry standards; generate financial summaries as required.
• Develop, track, and report on project key performance indicators (KPIs).
• Establish review schedules, monitor project progress, and recommend adjustments to maintain timelines and budget adherence.
• Respond to inquiries by providing accurate and timely project-related information across all communication channels.
• Review and approve vendor invoices and prepare supporting documentation as necessary.
• Manage administrative tasks and organize documentation to support project governance and due diligence.
• Support the management of project budgets, timelines, and resource allocation.
• Contribute to the preparation of project status reports and related documentation.
• Serve as a resource and point of support for project team members.
• Perform other related duties as assigned.

The ideal candidate will possess:

• Bachelor’s degree in business, Economics, Statistics, or equivalent experience.
• Project management certification or training (e.g., PMP, CSM) is preferred.
• 5-8 years of project management experience, including overseeing timelines, budgets, and cross-functional teams in the financial services or private wealth management industry.
• Familiarity with wealth management platforms, CRM systems, and project management tools, with 2-3 years of experience managing relationships with high-net-worth clients and stakeholders.
• Proficiency with the MS Office suite
• Proficiency with the Project Management tools (e.g. Atlassian)
• Project Management & Delivery:
  Knowledge of project management principles, including planning, execution, and delivery across varying levels of complexity.
• Project Planning, Scope & Controls:
  Ability to define scope, establish performance measures, and apply monitoring and control practices to manage timelines, budgets, and outcomes.
• Business, Technical & Analytical Acumen:
  Understanding business needs and technical environments, with the ability to align outputs to business cases and analyze performance data.
• Change & Stakeholder Management:
  Capability to support change initiatives and effectively manage stakeholder communication and information flow.
• Project Governance & Documentation:
  Proficiency in maintaining accurate project documentation, ensuring compliance, and supporting governance, reporting, and due diligence activities.
• Financial & Vendor Management:
  Knowledge of budget tracking, financial reporting, and vendor/contract oversight.
• Collaboration & Team Support:
  Ability to work collaboratively and provide guidance and support within a project team environment.
• Range $105,000 - $130,000 annually.
• This range represents…