Sr. Project Manager, Wealth Technology Services

Posted 2 Days Ago
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Toronto, ON
Senior level
Fintech • Payments • Financial Services
The Role
As a Senior Technology Project Manager, you will oversee projects in Wealth Services Technology, ensuring alignment with scope, budget, and quality. You will facilitate governance, guide teams, and integrate continuous improvement practices in project delivery. Your role involves managing stakeholder relationships and collaborating with multiple teams to enhance client experiences in wealth management and brokerage services.
Summary Generated by Built In

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a Senior Technology Project Manager, you will be joining the Wealth Services Technology team to deliver user-focused solutions to CIBC’s Wealth and Brokerage clients and their supporting advisors. You will work closely with a multi-disciplinary team and manage a portfolio of projects from end-to-end. You will advise teams of stakeholders and business partners to ensure projects of all sizes are completed in line with the team’s scope, budget, quality and timeline, following CIBC’s Enterprise Delivery Framework (EDF). You will use your expertise in project management and delivery methodologies (both traditional and agile) to make recommendations for continuous improvements on all project plans.  You will embody CIBC’s principles of professionalism, radical simplicity and genuine care to lead the delivery of modern solutions for our bank and for our clients.

We are looking for a candidate with experience in delivering large, complex technology projects across multiple disciplines, with experience within Wealth Management and Customer Relationship Management (CRM) as an asset.

At CIBC we enable the work environment most optimal for you to thrive in your role. This role will function in a hybrid work environment, with a mix of remote and onsite working days at our new global headquarters, CIBC Square.

How You’ll Succeed 

  • Project Management –Outline project goals, resource requirements, track financials and benefits, and support in delivering project artifacts.  This includes a resource plan that ensures all stakeholders understand their role in the project and have a voice. A part of the mandate could also entail project ideation and business case development.  Be especially effective in articulating the status of the project and the issues and risks.  Provide leadership and guidance to ensure the project meets its intended objective with a continual focus on client experience.  
  • Project Governance - Lead and manage the governance and risk management components of the project by incorporating CIBC's technology standards into planning, integration and execution practices to ensure compliance with internal risk partners and external regulators.
  • Collaboration –Help internal partners (including executives) make informed decisions about the development of programs, products, and services. Work closely with teams as you work toward a common goal and negotiate deliverables and milestones whenever necessary. 
  • Project Leadership –Proactively identify anything that will take projects off schedule and find solutions to correct the problem. Monitor milestones, and ensure they’re completed according to timelines and budgets. Develop, execute and track a project plan that is personalized for your team’s preferred mix of quality, time, and cost. 

Who You Are 

You can demonstrate experience in below:

  • Initiate, plan, execute, control and close project(s) of a strategic nature, with an emphasis on managing project dependencies and incorporating project management standards, processes and procedures in support of continuous improvement.
  • Manage team relationships. Provide performance feedback and coaching to project and program team members.
  • Act as business liaison partner with business sponsor and stakeholders to develop the business case, and provide input on tactical direction.

CROSS-FUNCTIONAL RELATIONSHIPS

  • Collaborate with colleagues on multiple Technology and Line-of-Business teams to ensure shared accountability for success
  • Advise internal business partners, including executive heads of CIBC lines of business and their leadership teams, partner teams and centers of excellence and shared services.
  • Work with external technology vendors/partners, who provide critical solutions and services.

KEY KNOWLEDGE AND SKILLS

  • Relationship Management: Ability to establish and build healthy working relations and partnerships with clients, vendors and peers.
  • Leadership: Knowledge of approaches, tools, and techniques for gaining the cooperation and support of others.
  • IT Project Management: Knowledge of and experience with tools and techniques for planning, organizing, monitoring and controlling IT projects. Experience delivering Software as a Service (SaaS) applications, Application Programming Interfaces (APIs) and Customer Relationship Management (CRM) tools would be considered an asset.
  • Decision Making and Critical Thinking: Knowledge of tools and techniques for effective use of a broad range of factors, assumptions, frameworks and perspectives when solving problems.
  • Application Delivery Process: Knowledge of major tasks, deliverables, formal methodologies and disciplines for delivering new or enhanced applications.
  • You embrace and champion change.You’ll continuously evolve your thinking and the way you work in order to deliver your best. 
  • You’re driven by collective success.You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to create shared vision. 
  • Your influence makes an impact.You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard. 
  • You have a degree/diploma inBusiness and/or a related field of study. A PMP designation, training in People Change Management, or a MBA designation would be considered an asset.  You have 7+ years of experience in delivering projects, experience within or working closely with Wealth Management or brokerage services.
  • Values matter to you.You bring your real self to work and you live our values - trust, teamwork, and accountability. 

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

  • We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2025-06-02

Job Location

Toronto-81 Bay, 12th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Agile Models, Analytical Thinking, Cloud Applications, Customer Relationship Management (CRM), DevOps, Financial Management, Microsoft Excel, Microsoft PowerPoint, Project Planning, Retail Brokerage, Risk Management, Software Development Life Cycle (SDLC), Stakeholder Management, Waterfall Model, Wealth Management, Web Applications

Top Skills

Agile Models
Cloud Applications
Customer Relationship Management (Crm)
DevOps
Excel
Microsoft Powerpoint
Software Development Life Cycle (Sdlc)
Waterfall Model
Web Applications
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The Company
HQ: Toronto, Ontario
43,351 Employees
On-site Workplace

What We Do

CIBC is here to help all our clients reach their goals.

We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.

With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.

This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.

La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.

Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.

Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.

Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada

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