Senior Manager, Estates, Registered Plans & Digitization (18-Month Contract)
About The Position
As Senior Manager, Estates, Registered Plans & Digitization, you will lead large-scale operational modernization initiatives across estates, trust, registered plans administration, and enterprise document digitization. A core focus of this role is end-to-end project leadership overseeing complex, cross‑functional initiatives that improve service delivery, ensure regulatory compliance, and support over $30M in annual revenue. You will translate strategic priorities into executable roadmaps, manage interdependent workstreams, and drive change that enhances both member experience and operational efficiency. We are seeking a seasoned leader with strong project management, transformation, and people leadership experience within complex financial services environments.
Requirements
- Bachelor’s degree in Business Administration, Finance, Project Management, or a related field
- 8+ years of progressive experience within financial services operations, estates, trusts, or registered plans
- 5+ years of people leadership experience leading professional or specialized teams
- Demonstrated experience leading large-scale, cross‑functional projects or transformation programs
- Proven ability to manage complex project timelines, risks, and stakeholder expectations
- Strong knowledge of regulatory and compliance requirements within financial services
- Experience applying structured project or change management methodologies
Nice To Haves
- Experience delivering enterprise digitization or document management projects
- Background in revenue‑generating operational environments within a financial institution
- Exposure to Canadian estates, trust, or registered plans regulatory frameworks
Responsibilities
- Leading multi‑year, cross‑functional projects to modernize estates, trust, and registered plans operations
- Managing complex project roadmaps, timelines, dependencies, and delivery risks across multiple operational streams
- Driving strategic change initiatives that improve scalability, efficiency, and member experience
- Overseeing digitization projects for foundational banking documents, ensuring secure and compliant enterprise solutions
- Partnering with technology, risk, legal, and operations teams to deliver integrated project outcomes
- Monitoring regulatory requirements and embedding compliance into project design and execution
- Building and coaching high‑performing teams to successfully deliver transformation initiatives
- Tracking project performance, outcomes, and benefits realization to ensure sustained value
Benefits
- Competitive rewards and benefits
- Flexible benefit packages that can be tailored annually
- 3-4 weeks of vacation per year, with additional days earned over time
- 2 extra stat holidays, plus care days for personal or family illness
- Health and dental benefits begin on your hire date, with three levels of coverage to choose from
- Defined Benefit Pension
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
