Managing Principal, Wealth and Asset Management

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• Location: Toronto (Hybrid) | Practice Area: Wealth & Asset Management Consulting | Type: Permanent
• Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust.
• We are seeking a senior leader with deep Wealth and Asset Management expertise to drive large-scale client transformation programs and lead strategic growth initiatives within our consulting practice.
• This role requires a proven track record in managing complex platform conversions, integrations, and business transformations across wealth management and asset servicing domains.  The ideal candidate combines strong strategic vision, hands-on delivery leadership, and exceptional stakeholder management skills, with the ability to influence senior executives across business and technology.
• Lead and manage major Wealth Management transformation programs, with particular focus on platform conversions, data migrations, and operating model transitions
• Serve as a trusted advisor to C-suite and executive leaders, guiding clients through critical strategic and operational change
• Define and deliver multi-year consulting engagements – from Diagnostic and roadmap phases through to implementation and post-conversion stabilization
• Build, lead, and inspire high-performing consulting teams, fostering a culture of accountability, collaboration, and client excellence
• Manage senior client relationships and navigate complex governance structures to ensure alignment and successful delivery outcomes
• Contribute to the growth of the Wealth & Asset Management practice by developing new business opportunities, expanding client accounts, and driving thought leadership in the market
• Represent the firm as an industry expert at conferences, panels, and client forums
• Partner with technology vendors, custodians, and service providers to stay ahead of industry trends and solutions
• 12+ years of experience in Wealth Management, with extensive background in consulting, delivery leadership, or transformation management
• Proven experience leading conversion or migrations (e.g. platform modernization, custodial transitions, client book conversions, or data integrations)
• Strong domain knowledge spanning front, middle, and back office – including distribution, portfolio management, operations, and client reporting
• Deep understanding of regulatory frameworks, data governance, and change management in financial services
• Demonstrated success in building executive relationships and influencing across large, matrixed organizations
• Excellent leadership, communication, and negotiation skills
• Experience in Canadian or North American wealth markets strongly preferred
• Why Join Company
• Deliver high-impact solutions supporting the growth and development of our people
• Work in a collaborative, flat, and entrepreneurial consulting culture
• Access continuous learning, training, and development opportunities
• Be part of a team shaping the future of learning within financial services
• Contribute to a culture of continuous improvement and innovation
• We offer a competitive, people-first benefits package designed to support every aspect of your life:
• Comprehensive Benefits Coverage – 100% company-paid health, life, and disability insurance effective from Day 1 of employment.
• Retirement Savings Program – Registered Retirement Savings Plan (RRSP) with employer matching options.
• Virtual Health Care – Company-paid virtual care program available to employees and dependents.
• Employee & Family Assistance Program (EFAP) – Professional and confidential support for you and your family.
• Parental Leave Top-Up – Enhanced benefits available from Day 1 of employment.
• Inclusion at Company We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage, just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Company, 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.
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