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Added 6 mins ago
HT
Director, Finance (CSM)
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- Full-time
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Director, Finance (CSM)
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YouPotential

Manager, PMO & Strategic Initiatives

Toronto, ON, Canada
Greater Toronto Area, Canada, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 7, 2026
Posting language: English
Posted: Nov 7, 2026

Original job description

Apply to Q Wealth Jobs

Job Board / Manager, PMO & Strategic Initiatives

Manager, PMO & Strategic Initiatives

hybrid

5160 Yonge Street Suite 1860, Toronto, Ontario, Canada, M2N 6L9

full-time . November 6, 2026

Description

Manager, PMO & Strategic Initiatives

Location: 5160 Yonge Street, North York, Ontario (hybrid)

Type: Full-time
Reports to: Director, Operational Effectiveness & Communications

About Q Wealth Partners

Q Wealth Partners is one of Canada's largest independent Portfolio Management firms, with nearly $10 billion in assets and 30+ partner offices across the country. As a registered Portfolio Manager, we hold ourselves to a fiduciary standard: acting in our clients' best interest at all times.

Our model is built on partnership. Independent advisory firms join Q Wealth as Partners, keep their own brands, and rely on our shared investment, operations and technology platform so they can spend their time with clients.

About The Role

We're looking for a hands-on Manager, PMO & Strategic Initiatives to run our most important projects and build the way Q Wealth delivers them. This is a builder role: you'll lead real work from day one while setting up a practical project office that helps us execute, not one that adds paperwork.

You'll report to the Director, Operational Effectiveness & Communications, and work closely with the COO, senior leaders and teams across Marketing, Engineering, Core Admin and Client Services, and PM Services. Our projects span technology modernization, operational efficiency, partner transitions, regulatory change, AI adoption and new business.

You'll do well here if you like being in the room when priorities are set and in the details when work gets delivered. This is a new function, so not everything will be defined on day one. That's part of the job: you'll figure out what's needed, build it and get it moving.

Lead our priority projects (about 60% of your time)

Serve as project manager and delivery lead for the firm's highest-priority initiatives, across business transformation, technology modernization, operational efficiency, regulatory change, AI adoption and new business enablement
Define scope, objectives and success criteria with project sponsors
Build and manage project plans, timelines, budgets, resources and dependencies
Facilitate working sessions and stakeholder meetings, and keep decisions and action items moving
Track risks, issues and action items, and escalate blockers early with a plan to fix them
Coordinate delivery across departments and hold owners to their commitments
See projects through to completion and adoption

Build a practical PMO (about 25%)

Develop project management standards and templates teams will actually use
Establish project intake and prioritization processes
Put governance and status reporting in place that's sized to each project, not one heavy process for everything
Standardize project documentation, so anyone can pick up a project and know where it stands
Set up simple stage gates and project reviews for larger initiatives
Keep one portfolio view of all strategic initiatives and the capacity behind them
Coordinate resource planning across departments, and show leadership project demand against delivery capacity
Track partner transitions in the portfolio and make sure every supporting team is engaged, while the Transitions team leads delivery
Flag competing priorities and recommend trade-offs

Report to leadership (about 15%)

Prepare monthly executive project reports and deliver portfolio updates to senior leadership
Build executive dashboards and project scorecards
Track strategic initiative progress against corporate objectives
Report on project health, budget, risks and milestones
Recommend corrective action when a project goes off track
Use AI tools to build reporting, dashboards and visuals faster
Improve how we work (ongoing)
Identify bottlenecks and inefficiencies across the organization
Lead process redesign initiatives
Strengthen project delivery habits across teams
Introduce automation and workflow improvements where they make sense
Build a culture where commitments are clear, owned and met, and where we keep getting better

As we grow

Mentor project managers and project coordinators as the PMO team grows
Build project management skills across departments
Set best practices for project planning and execution
Shape a PMO that scales with the firm

Qualifications

Required Experience

7+ years of project or program management, leading complex initiatives across several teams
A track record of delivering both business and technology projects
Experience working with executives: you can give a clear update, push back with data and get a decision
A self-starter mindset: you see what needs doing and get it moving without waiting for a playbook
Comfort with ambiguity: you can bring structure to fuzzy problems, shifting priorities and a function that's still being built
Strong planning and organization, and the follow-through to close things out
Strength in project leadership, portfolio management, change management, stakeholder management and risk management
Strong communication skills: you can explain complex work simply, tailor your message to executives and teams, and keep everyone informed and on the same page

Preferred Experience

Experience in wealth management, financial services, fintech or another regulated industry
Familiarity with Portfolio Manager firm operations, custodians such as NBIN, or platforms such as D1g1t
Experience setting up or improving a PMO or project intake process
PMP and/or an Agile certification
Process improvement training such as Lean Six Sigma
Hands-on experience with Monday.com or Jira

Why Q Wealth

The chance to build: you'll shape how a growing firm runs its biggest work, with direct access to senior leader.
Work that matters: our projects change how partner offices, advisors and clients experience Q Wealth.
Compensation: competitive salary plus an annual bonus.
Ownership: the opportunity to join our employee ownership program after one year of service.
Benefits and time off: a comprehensive health and wellness package, vacation days and global flex days.
Growth: support for professional designations and ongoing development.
Flexibility: Working at our head office in North York, this position is eligible to work from home up to 3-4 days per week on a permanent basis with the aid of the best technology, cyber security, and cloud-based platforms.

Know someone who would be a perfect fit? Let them know!

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More about this job

Responsibilities

Lead high-priority business and technology initiatives from planning through delivery and adoption, coordinating teams, managing risks and dependencies, and keeping stakeholders accountable. Establish a practical PMO with project standards, intake and prioritization, portfolio reporting, resource planning, and process improvements.

Requirements

Candidates need at least seven years of experience managing complex projects or programs across multiple teams, including both business and technology initiatives. They should be effective with executives and stakeholders, and bring strong planning, communication, change, portfolio, and risk management skills; wealth management or regulated-industry experience, PMP or Agile certification, and Monday.com or Jira experience are preferred.

Skills

Project Management
Program Management
Portfolio Management
Project Planning
Stakeholder Management
Change Management
Risk Management
Executive Reporting
Resource Planning
Process Improvement
Project Governance
Business Transformation
Technology Modernization
Communication
Agile Project Management
AI Adoption

Benefits

Annual Bonus
Employee Ownership Program
Health and Wellness Package
Vacation Days
Global Flex Days
Professional Development Support

Visa sponsorship

Not detected in the job text

Keywords

Project Management
Program Management
PMO
Portfolio Management
Business Transformation
Technology Modernization
Operational Efficiency
Regulatory Change
AI Adoption
Project Intake
Project Governance
Executive Reporting
Dashboards
Project Scorecards
Resource Planning
Change Management
Stakeholder Management
Risk Management
Process Improvement
Workflow Automation
Wealth Management
Financial Services
Fintech
Portfolio Manager
NBIN
D1g1t
PMP
Agile Certification
Lean Six Sigma
Monday.com

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