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Senior Project Manager – Financial Services (Hybrid, Waterloo)

Robertson & Company Ltd. · Waterloo

Hybrid Senior 🇬🇧 English

Job description

About the role

Our client, a leading North American financial institution, is seeking a Senior Project Manager to oversee a multi‑workstream program supporting technology, operations, communications and vendor delivery. The role is based in Waterloo, ON and operates on a hybrid schedule, offering the chance to work closely with internal stakeholders and an external vendor (Xodus) on a high‑visibility transformation initiative.

Key responsibilities

  • Lead daily coordination of technology, operations, communications and vendor delivery workstreams.
  • Manage and track an integrated program delivery plan, including milestones, dependencies and risk/issue registers.
  • Serve as the primary interface with vendor Xodus, ensuring accountability and performance.
  • Facilitate governance processes such as status reporting, escalation management and executive updates.
  • Drive cross‑functional alignment across internal teams and vendor partners.
  • Oversee operational readiness activities, including SOP development, training and go‑live planning.
  • Prepare executive‑level dashboards, decision materials and go/no‑go readiness assessments.

Required profile

  • Bachelor’s degree in business, technology, engineering or a related field.
  • 9+ years of project or program management experience, preferably in financial services, insurance or claims operations.
  • Proven experience delivering end‑to‑end multi‑workstream programs.
  • Strong vendor management background, especially within vendor‑led delivery models.
  • Excellent stakeholder management and executive communication skills.
  • Ability to navigate ambiguity, shifting priorities and complex environments.
  • Consulting experience (Big 4 or similar) or large‑scale transformation exposure is a plus.

Required skills

  • Program governance, risk and issue management.
  • Dependency tracking and executive reporting.
  • Operational readiness planning (SOPs, training, go‑live).
  • Knowledge of customer communication channels such as telephony, digital and chatbot solutions.

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Published 3 months ago

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Robertson & Company Ltd.

Waterloo