FIE Client Development Project Manager

At a Glance:

Statement of Interest: No 

Contact: Cliff Mackay

The Opportunity:

The Client Development Project Manager works in the office and is responsible for oversight and management of Client Development related projects from vision stage through completion.

The Day-to-Day:

• Manages a program to ensure the elements are completely and efficiently meeting the business requirements
• Manages all phases of various projects from envisioning through deployment
• Works with CD Management to track ongoing group strategies and projects
• Identifies potential process improvements, recommends solutions, and implements solutions to improve the efficiency of the department, including close collaboration with partner groups to drive funding
• Manages new processes and strategy including change management, training, rollout and resources
• Communicates ongoing project process and key developments to management on a consistent basis
• Manages the ongoing development of reference materials, including style guides and FIIRE resources
• Identifies project risks and determine mitigation actions for the identified risks
• Acts as point person for new and unique issue resolution and management, resolving or elevating as appropriate
• Ad-hoc projects as directed by management
• Works onsite, under direct supervision, in a team-based and open office environment

Additional responsibilities may include:

• Responsible for assessing departmental needs. Designs, develops, and implements appropriate organic growth solutions, including (but not limited to):
  • Driving improvement and innovation between CD and Private Client Advice (PCA) to create a smooth and scalable handoff on pension-related additions
  • Collaborating directly with IC management to create urgency and transparency on IC Opt-ins
• Responsible for ensuring the team is focused on high impact tasks that drive business and cut red tape
• Works alongside CD Analyst to track data, build reporting, and update Sales Dashboards directly in Salesforce

All positions assigned to a corporate office location are required to work in an open office environment for supervision, coaching, development, mentoring, team building, culture reinforcement, quality control, efficiency, regulatory, risk management, confidentiality, and information security reasons.

Your Qualifications:

• Bachelor’s degree or equivalent combination of education and experience required
• At least 2 years of FI experience preferred
• Able to interface with various levels of management
• Ability to set and reinforce policies/procedures on a group level
• Excellent problem solving and judgment
• Strong interpersonal skills with the ability to motivate others
• Strong time management and organisational skills

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. Those who meet the hiring manager’s requirements will be moved forward in the process by participating in an interview. If you’d like to know more about the role, feel free to get in touch with Cliff Mackay.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER