Project Manager, Wealth

Job title:

Project Manager, Wealth

Company

Fidelity Investments

Job description

Job DescriptionYou will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services – and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best – both personally and professionally.How You’ll Make an ImpactThe Project Manager (PM) is responsible to lead teams within a complex matrix environment to the successful completion of projects in support of multiple business lines, cross-functional in impact and are typically technical in nature. The Project Manager (PM) is also responsible to lead the end-to-end implementation of a portfolio management system for our Wealth Management line of business, as well as managing connected initiatives in the investment management domain.The PM is also accountable for the project team’s effectiveness by enabling the Agile methodologies to improve its practices within its frameworks.How You’ll Make an Impact:

• Prepares project charter and develop detailed project plans including detailed scope statements, schedule and budget estimates and baselines, resource plans, quality plans and success criteria.
• Completes all required project governance gates approval forms and presentations.
• Manages day to day project activities ensuring deliverables are met, risks are identified and assessed, and issues are managed and resolved.
• Leads project team(s) in a matrix environment, clarifying roles & responsibilities, providing individual direction and feedback, and ensuring required communication support is in place.
• Ensure portfolio, program and project management standards, processes and procedures are adhered to as a member of the Project Governance Office (PGO).

• Ensures project post implementation reviews are planned and executed in compliance with Fidelity standards.
• Works with vendors, industry firms and internal Fidelity business units to explore innovative business solutions with new technologies and alternative processes.
• Participates in the preparation of RFPs, evaluate proposals, statements of work and select vendors.
• Facilitate stakeholder collaboration across business and technology teams.
• Periodic advisory and coaching of the organization on Agile methodologies.
• Periodic reporting of Project Team performance through well-defined Key Performance Indicators (e.g. burn-down / burn-up charts, velocity, etc.), value generation, and taking into consideration feedback from the Project Team, Business Owner, and key stakeholders.

What We’re Looking For

• University Degree or equivalent work experience
• Minimum 3 years of Project Management experience
• Project Management Professional certification
• 3+ years’ experience working within Wealth
• Extensive experience with vendor management
• Certified Scrum Master or Professional Scrum Master certification is an asset

What You Will Bring

• Extensive experience in leading business and systems delivery teams using Project Management and Agile methodologies.
• In-depth knowledge of Project Management and Agile frameworks, principles, and processes
• Strong coaching and leadership skills.
• Team focused with ability to teach teams how to be self-organized.
• Adaptable to change and comfortable with transparency, inspection, and adaption.
• Comfortable working with multiple teams.
• Ability to build strong interpersonal relationships with cross divisional teams, senior management, and internal and external stakeholders.
• Strong organizational and time management skills.
• Managing overseeing 3rd party vendor deliverables, ensuring alignment with vendor agreement obligations

Current work authorization for Canada is required for all openings.Some of the ways we’ll help you feel valued and supported as part of our team:

• Flexible working arrangements – 100% remote, hybrid, and in office options
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.Fidelity Canada is an equal opportunity employerFidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at .No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the following:Awards

• Canada’s Top 100 Employers

o Greater Toronto’s Top Employers
o Canada’s Top Family-Friendly Employers
o Canada’s Top Employers for Young People

• Great Place To Work® Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today’s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) – Best Place To Work

o HRD – 5-Star Benefit Program
o HRD – 5-Star Diversity & Inclusion EmployerDesignations

• Canadian Compassionate Companies – Certified
• Benefits Canada’s Workplace Benefits Award – Future of Work Strategy
• TalentEgg National Recruitment Excellence Award – Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter’s Most Innovative HR Team

Expected salary

Location

Toronto, ON

Job date

Sun, 01 Jun 2025 06:19:18 GMT

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