At a Glance
- Tasks: Lead AI-driven projects in Wealth Management and drive agile delivery practices.
- Company: Dynamic financial services firm focused on innovation and technology transformation.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with strong focus on career development and cross-functional teamwork.
- Why this job: Make a real impact in the fast-evolving world of AI and finance.
- Qualifications: 8+ years in project management, preferably in financial services or tech.
The predicted salary is between 70000 - 85000 £ per year.
Location: Toronto, ON — Hybrid, 2–3 days onsite
Duration: 12 months
Summary: We are seeking a Senior Project Manager to lead high-visibility initiatives across Wealth Management lines of business, with a strong focus on AI-enabled delivery, agile execution, and cross-functional technology transformation. The ideal candidate has experience delivering complex programs in financial services or Wealth Management environments and is comfortable operating across both Agile and structured PMO / Waterfall governance models. Upcoming work is expected to lean heavily toward AI-related initiatives, requiring a PM who can move quickly, manage ambiguity, drive stakeholder alignment, and deliver outcomes in a fast-changing environment.
This role requires someone who can partner effectively with business, technology, data, compliance, and executive stakeholders while maintaining strong delivery discipline around scope, risks, dependencies, financials, reporting, and governance.
Responsibilities:
- Lead complex Wealth Management initiatives with a focus on AI-enabled delivery, technology transformation, regulatory, operational, or compliance-related outcomes.
- Manage end-to-end project execution from initiation through planning, delivery, implementation, and post-implementation support.
- Drive Agile delivery practices, including sprint planning support, backlog alignment, dependency management, delivery tracking, and cross-functional team coordination.
- Operate effectively within both Agile and Waterfall / gated PMO frameworks, adapting delivery approach based on project needs.
- Partner with Technology, Data, Enterprise Architecture, Compliance, Risk, Business, QA, and vendor teams to deliver system, process, and platform changes.
- Support delivery of AI-related initiatives, including projects involving automation, data-driven decisioning, AI adoption, governance, or integration of emerging technology capabilities into business workflows.
- Navigate ambiguity by clarifying objectives, breaking down workstreams, identifying delivery paths, and driving decisions with limited upfront certainty.
- Develop and maintain detailed project plans, RAID logs, status reporting, dependency trackers, financial tracking, and governance artifacts.
- Identify scope, delivery, regulatory, technology, and stakeholder risks, and implement mitigation and escalation strategies.
- Chair project working groups, support Steering Committees, and provide executive-level updates to senior leadership.
- Coordinate cross-functional delivery teams, including business analysts, product owners, scrum masters, QA, technology leads, data teams, and vendor partners.
- Drive cross-LOB alignment, stakeholder buy-in, and governance adherence across complex Wealth Management environments.
- Ensure milestones, audit documentation, compliance requirements, and implementation deliverables are completed on time and within scope.
- Contribute to PMO process improvements, delivery acceleration, and improved ways of working across Agile and structured delivery models.
Must-Have Requirements:
- 8+ years of progressive project management experience, ideally within financial services, Wealth Management, Brokerage, Banking, Insurance, or a similarly regulated enterprise environment.
- Proven experience leading technology-enabled business transformation initiatives across multiple stakeholders, systems, and delivery teams.
- Hands-on experience delivering projects using Agile methodologies, with comfort managing sprint-based delivery, evolving requirements, ambiguity, and iterative execution.
- Ability to operate within both Agile and Waterfall / structured SDLC frameworks, including gated governance, executive reporting, and formal PMO controls.
- Experience supporting or delivering AI, data, automation, digital transformation, analytics, or emerging technology initiatives.
- Strong ability to move quickly in ambiguous environments, create structure, clarify scope, identify dependencies, and drive delivery momentum.
- Experience working closely with technology delivery teams and understanding application dependencies, integrations, data flows, testing, release planning, and production implementation.
- Strong executive communication, presentation, stakeholder relationship management, and issue escalation skills.
- Strong governance and financial rigor, including status reporting, RAID management, budget tracking, resource planning, and risk mitigation.
- Experience managing cross-functional teams across business, technology, data, compliance, QA, vendors, and senior leadership.
- Working knowledge of tools such as Jira, Confluence, Clarity, SharePoint, ServiceNow, and related delivery / governance platforms.
Nice-to-Have Requirements:
- Experience delivering projects within Wealth Management, Capital Markets, Brokerage, Asset Management, or Financial Advisory environments.
- Exposure to AI governance, responsible AI, model risk management, data governance, automation, machine learning, GenAI, or enterprise AI adoption initiatives.
- Experience with Canadian financial services regulatory environments, including AML/ATF, FINTRAC, KYC, CRA, Bill 96, privacy, reporting compliance, or client suitability.
- Experience working with Product Owners, Scrum Masters, Data Scientists, AI Engineers, Architects, Compliance teams, or Enterprise Risk groups.
- PMP, PMI-ACP, CSM, SAFe, or other project / agile delivery certifications.
Senior Project Manager – AI & Agile Delivery, Wealth PMO in London employer: S I Systems
Join a forward-thinking organisation in Toronto that champions innovation and agility within the Wealth Management sector. As a Senior Project Manager, you'll thrive in a dynamic hybrid work environment that fosters collaboration and professional growth, while leading impactful AI-driven initiatives. With a strong commitment to employee development and a culture that embraces change, this role offers a unique opportunity to shape the future of financial services alongside talented professionals.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Project Manager – AI & Agile Delivery, Wealth PMO in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like S I Systems. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Project Manager – AI & Agile Delivery, Wealth PMO in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to S I Systems.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on S I Systems's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at S I Systems
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with S I Systems.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at S I Systems will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former S I Systems employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
