Program Manager - Wealth Management
About The Position
Program Manager – Wealth Platform Conversion
We are seeking an experienced Program Manager to lead a complex, large-scale migration and conversion from legacy applications to the Broadridge R-Wealth platform. This high-impact initiative spans wealth operations, investment management, finance, and downstream systems across the Canadian wealth business.
Key Responsibilities
- Provide end-to-end program leadership for the conversion initiative, from planning through stabilization
- Develop and manage integrated program plans, key milestones, and cross-workstream dependencies
- Lead execution, mock conversions, cutover activities, and post-migration stabilization
- Proactively manage risks, issues, assumptions, and inter-team/vendor dependencies, driving timely mitigation
- Coordinate closely with client business units, Broadridge, and third-party vendors to ensure alignment and delivery
- Drive program governance, status reporting, and executive-level updates in accordance with client delivery standards
- Ensure compliance with client governance frameworks, Canadian securities regulations, and audit requirements
Required Experience & Skills
- 10+ years of program/project management experience in financial services, including 5+ years in wealth management
- Proven success leading large-scale data migration and platform conversion programs (Broadridge R-Wealth experience strongly preferred)
- Strong understanding of Canadian wealth management operations, including mutual funds, securities, and holdings data
- Experience with mainframe-to-modern platform migrations (SMS or similar legacy mutual fund systems is a strong asset)
- In-depth knowledge of Broadridge R-Wealth onboarding, data flows, and downstream integrations
- Exceptional stakeholder management and executive-level communication skills
- PMP or equivalent certification is an asset
Why Matrix
Matrix is a global, dynamic, fast-growing technical consultancy leading technology services company with 13000 employees worldwide. Since its foundation in 2001, Matrix has made more travelers and acquisitions and has executed some of the largest, most significant. The company specializes in implementing and developing leading technologies, software solutions, and products. It provides its customers with infrastructure and consulting services, IT outsourcing, offshore, training and assimilation, and Ves as representatives for the world's leading software vendors. With vast experience in private and public sectors, ranging from Finance, Telecom, Health, Hi-Tech, Education, Defense, and Secu city, Matrix's customer base includes guest organizations in Israel and a steadily growing client base worldwide.
We are comprised of talented, creative, and dedicated individuals passionate about delivering innovative solutions to the market. We source and foster the best talent and recognize that all employee's contributions are integral to our company's future.
Matrix- success is based on a challenging work environment, competitive compensation and benefits, and rewarding career opportunities. We encourage a diverse work environment of sharing, learning, and ceding together. Come and join the winning team! You'll be challenged and have fun in a highly respected organization. To Learn More, Visit Matrix -ifs. Com,