Job Specifications
About Nicola Wealth:
We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!
Purpose of the Role::
Reporting to the Director, Operations, the Project Manager, Operations will join the team on a 12-month contract dedicated to the SimCorp Dimension project. This role focuses on business consultation and project management to support operational initiatives to drive the continuous improvement and scalability of our business. This role requires broad stakeholder engagement and project management experience and the ability to lead projects from concept to completion.
Core Responsibilities:
Lead and support workstreams involved in SimCorp Dimension configuration, testing, data migration, change management and deployment.
Work closely with SimCorp, external consultants, and internal stakeholders to coordinate tasks, track progress, and resolve issues.
Facilitate defect triage, testing, and cross-workstream dependency management
Deliver using appropriate methodologies (Agile, Waterfall, Hybrid), ensuring alignment with strategic goals and timely execution.
Collaborate with the Technology team, SimCorp, and external consultants to successfully guide a complex, technology-focused project by drawing on previous experience with large-scale or technical initiatives to enable efficient coordination and completion.
Demonstrate flexibility and adaptability in managing both large-scale initiatives and smaller, fast-moving projects, adjusting approach and tools as needed.
Manage and report on project activities, including risks, issues, and decisions.
Drive conversations with Executive Sponsors to clarify priorities, obtain time from subject matter experts (SMEs), and validate recommendations.
Work with Project Sponsors to document and confirm project objectives, benefits, and inter-dependencies.
Facilitate effective communication across teams, ensuring transparency, alignment, and timely resolution of issues or blockers.
Conduct hands-on process and business analysis, including workflow mapping, data analysis, and root cause investigation to support informed decision-making and continuous improvement.
Collaborate cross-functionally with stakeholders to gather requirements, define project goals, and translate business needs into actionable plans.
Champion operational excellence, identifying opportunities for efficiency and scalability within existing workflows.
Monitor and report on project performance, using metrics and insights to drive accountability and optimize outcomes, and quantify the benefits of implemented changes.
Support change management by obtaining agreement from leadership and business owners to implement new processes, tools or systems, and tracking the impact of those changes.
Required Skills & Qualifications:
Minimum of 3 – 5 years of project management experience or equivalent, preferably in the financial services industry.
Bachelor’s Degree in a related discipline.
Project Management education and/or certifications are an asset.
Solid understanding of the wealth management industry, financial markets, financial planning, asset management, and/or insurance.
Experience working on SimCorp Dimension is an asset.
Experience with project management/delivery software.
Highly proficient with word processing, spreadsheet, and presentation software.
Exposure to change management and/or process optimization is an asset.
Experience collaborating with vendor partners and external consultants in complex technology implementations.
Compensation & Benefits Package:
This position comes with a competitive base salary hiring range of $80,000 - $100,000 dependent on experience, skills, qualifications and internal equity.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure.
About the Company
Founded in 1994, Nicola Wealth Management Ltd (Nicola Wealth) has over 30 years of investment management experience and has navigated through numerous market cycles, economic downturns, and geopolitical events. Over that time, we have built a team of investment professionals, managing a broad range of investment solutions which span traditional asset classes, such as Canadian and global equities and fixed income, as well as private asset classes including hard asset real estate, infrastructure, private debt, mortgages, and p...
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