Project Manager, Wealth and Asset Management

Capco

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profile Job Location:

Toronto - Canada

profile Monthly Salary: Not Disclosed
Posted on: 12 hours ago
Vacancies: 1 Vacancy

Job Summary

Project Manager Wealth & Asset Management

Location: Toronto (Hybrid 4 days per week onsite) Practice Area: Wealth & Asset Management Type: Permanent

Help deliver complex change programs that support the future of wealth and asset management.

The Role

As a Project Manager within Capcos Wealth & Asset Management practice youll play a key role in delivering high-impact initiatives for leading financial services clients. Youll bring structure clarity and momentum to complex programs working closely with cross-functional teams vendors and senior stakeholders to ensure successful outcomes.

What Youll Do

  • Manage end-to-end project plans including scope timelines risks issues and dependencies

  • Lead and support delivery teams ensuring clear roles priorities and progress tracking

  • Own vendor management activities including coordination delivery oversight and issue resolution

  • Engage and manage stakeholders across cross-functional teams ensuring alignment and transparent communication

  • Develop high-quality materials and decks to support executive-level decision making

What Were Looking For

  • Proven experience delivering projects within wealth or asset management environments

  • Strong capability in project governance risk management and issue resolution

  • Experience working with third-party vendors and internal delivery teams

  • Confidence communicating with senior stakeholders and executives

  • Ability to translate complex information into clear decision-ready materials

Bonus Points For

  • Experience working in consulting or client-facing delivery roles

  • Familiarity with regulatory or operational change initiatives

  • Exposure to agile or hybrid delivery methodologies

  • Advanced presentation and storytelling skills for executive audiences

Why Join Capco

  • Deliver high-impact solutions for leading wealth and asset management institutions

  • Work in a collaborative flat and entrepreneurial consulting culture

  • Access continuous learning training and industry certifications

  • Be part of a team shaping the future of financial services

  • Grow your career with support flexibility and purpose

We offer a competitive people-first benefits package designed to support every aspect of your life:

Benefits Canada

  • Comprehensive benefits coverage: 100% company-paid health life and disability insurance from Day 1

  • Retirement savings program: RRSP with optional employer matching

  • Virtual health care and Employee & Family Assistance Program (EFAP)

  • Enhanced parental leave top-up and new parent gift

  • Wellness support including fitness reimbursement and a Business Coach from Day 1

Inclusion at Capco

Were committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage just let us know well be happy to help. We value each persons unique perspective and contribution. At Capco we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration a mindset that shapes how we work with clients and each other every day.

Use of Artificial Intelligence in Talent Acquisition
At Capco we use artificial intelligence (AI) tools to support and enhance several parts of talent acquisition. This includes using AI-enabled features within LinkedIn to help source potential candidates speeding up routine recruitment communications such as emails and creating compelling and brand-aligned job postings that accurately reflect role requirements and AI-scheduling applications to improve the efficiency of interview coordination.
AI is used as a support tool only. All hiring decisions are made by talent acquisition and hiring teams.

Why This Role Is Open
We are currently hiring for this role due to an existing or newly created vacancy within our organization. This position is open as part of our ongoing business needs and we are actively reviewing applications to fill this role with a qualified candidate who can make an immediate impact.


Required Experience:

IC

Project Manager Wealth & Asset ManagementLocation: Toronto (Hybrid 4 days per week onsite) Practice Area: Wealth & Asset Management Type: PermanentHelp deliver complex change programs that support the future of wealth and asset management.The RoleAs a Project Manager within Capcos Wealth & Asset...
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Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Organizational skills
  • Investment Experience
  • Banking
  • Securities Law
  • Financial Planning
  • Wills

About Company

Capco is a global management and technology consultancy dedicated to the financial services and energy industries.

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