Senior Project Manager - Transfer Agency Conversion

About The Role FDM is seeking a Senior Project Manager located in Toronto to support a Transfer Agency Conversion project in the Wealth Management sector. Involvement in this project is anticipated to last initially 12 months but may be extended. This role will be hybrid with requirements to be in office 4 days per week. About You Position Overview Seeking an experienced Senior Project Manager to lead workstreams within a large-scale Transfer Agency conversion program. This individual will be responsible for driving project delivery across business and technology teams, ensuring successful execution of project plans, governance, stakeholder management, and implementation activities. Candidates must have previous experience leading a Transfer Agency conversion project. This is a mandatory requirement. Responsibilities Lead one or more workstreams within a large-scale Transfer Agency conversion initiative. Develop and manage project plans, timelines, milestones, RAID logs, dependencies, and status reporting. Coordinate business, operations, technology, and vendor teams throughout the project lifecycle. Lead project governance activities and provide regular updates to senior leadership and Steering Committees. Facilitate project meetings, manage action items, and ensure timely execution of deliverables. Identify, manage, and mitigate project risks, issues, and dependencies. Partner with business and technology stakeholders to support planning, testing, implementation, and operational readiness. Influence stakeholders across a complex matrix organization while driving accountability and execution. Ensure project deliverables are completed on time, within scope, and aligned with business objectives. Required Qualifications Demonstrated experience leading at least one end-to-end Transfer Agency conversion project (mandatory). 10+ years of Project Management experience delivering enterprise transformation initiatives. Strong understanding of Transfer Agency operations and related business processes. Experience managing complex cross-functional initiatives involving business, technology, and third-party vendors. Proven ability to work effectively with senior executives and business leaders. Strong organizational, communication, facilitation, and stakeholder management skills. Comfortable working within a matrix organization. Ability to influence stakeholders and drive delivery without direct authority. PMP certification is preferred but not required. About Us About FDM FDM powers the people behind tech and innovation. We spot trends, find top talent, and help businesses stay ahead. With 35+ years of experience, we coach, mentor, and launch fresh thinkers from diverse backgrounds into world-class careers. Partnering with top global companies, we deliver the right talent at the right time—while guiding our people toward exponential growth. 🌍 Global impact – 18 centers across North America, APAC, the UK, and Europe 🚀 25,000+ careers launched – and counting 🤝 300+ trusted client partners Committed to Diversity, Equity and Inclusion Tech careers should be for everyone. With 75+ nationalities represented, FDM thrives on diversity, fuels innovation through unique perspectives, and celebrates success together. As an Equal Opportunity Employer and FTSE4Good-listed company, we ensure every qualified applicant gets a fair shot—no barriers, just opportunities. Please note that FDM’s recruitment and assessment processes involve third-party tools that use artificial intelligence. ATTENTION: MONTREAL OPENINGS: Due to the operational requirements of these roles, including frequent communication with clients and FDM employees located outside Quebec, the duties associated with these positions require proficiency in English. / ATTENTION : OFFRES À MONTRÉAL : En raison des exigences opérationnelles de ces postes, y compris la communication fréquente avec des clients et des employés de FDM situés en dehors du Québec, les tâches associées à ces postes exigent une maîtrise de l'anglais.

Lead workstreams within a large-scale Transfer Agency conversion program, driving delivery across business and technology teams. Manage project plans, governance, and stakeholder communication to ensure deliverables are completed on time and within scope.

Requires 10+ years of project management experience with a mandatory requirement of having led at least one end-to-end Transfer Agency conversion project. Strong understanding of Transfer Agency operations and the ability to influence stakeholders in a matrix organization are essential.

• Project managementPreferred

Identified from the job description. Confirm important requirements above.

• Project Management
• Transfer Agency Conversion
• Stakeholder Management
• Project Governance
• RAID Logs
• Risk Mitigation
• Wealth Management
• Cross-functional Leadership
• Vendor Management
• Operational Readiness
• Implementation Planning
• Status Reporting

• Management & Leadership
• Finance & Accounting
• Technology
• Consulting

Minimum education

Professional degree

Minimum experience

35+ years

Apply by

Aug 28, 2026

Posting language

English

Working hours

40 hours per week

Office presence

4 days per week

Seniority

Mid-Senior level