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Wealth Project Manager

Apex Systems is a global IT services provider and our consulting practice has an opening for a Senior Project Manager with Wealth Management experience, product launch experience and portfolio management to place with our Client (Top 5 Canadian Bank).

Client: Big 5 Bank

Location: hybrid 1-2 days a week , Downtown Toronto, Ontario

Terms: 6 month contract to start

Project:

Launching CGI Wealth360 portfolio mgmt. software which is a tool for Wealth advisors to use on daily basis. It is used to model portfolios, rebalancing etc.

Requirements:

• managing large vendor work together with internal integration points would be preferred
• Experience with Wealth Management
• Portfolio Management is preferred but not necessarily any particular applications – could be SS&C, Croesus, CGI, RPM, etc.
• detail oriented
• strong leader
• capable of both getting into the weeds and providing concise messaging to Sr executives

Nice to Have:

• Technology project background

Soft skills:

• This team is looking for candidates who have a very go-getter attitude. The team wants candidates who are willing to go above and beyond to make these projects successful and put in extra work when needed.

Requirements

• Work Permit