PureFacts Financial Solutions

Project Manager, Professional Services

PureFacts Financial Solutions  •  $100k - $120k/yr  •  Toronto, CA (Onsite)  •  1 day ago
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Job Description

About PureFacts Financial Solutions

PureFacts is a revenue performance software company serving wealth management, asset management, and asset servicing firms. We help financial institutions protect, optimize, and grow revenue through a connected platform spanning pricing, billing, compensation, reporting, and transparency. By unifying fragmented data and workflows into a trusted revenue foundation, we help clients improve accuracy, strengthen governance, reduce manual effort, and unlock new growth opportunities.

At PureFacts, we are building an AI-native platform and company. We embed AI, intelligent automation, and agentic workflows across our products and operations to detect anomalies, surface insights, streamline repetitive work, and support faster, better decision-making. In a highly regulated industry, we believe AI must be practical, governed, and auditable—amplifying human expertise while helping our teams and clients focus on higher-value, strategic work.

About the role

As a Project Manager, you will oversee the end-to-end delivery of projects, ensuring they are completed on time, within scope, and within budget. Acting as the main point of contact for both internal and external stakeholders, you will be responsible for planning, execution, risk management, and reporting. You will drive collaboration between development teams, architects, and business stakeholders, ensuring seamless coordination throughout the project lifecycle.

You will also focus on resource management, governance, and process improvements, ensuring that project execution follows SDLC and Agile best practices. Financial oversight will be a critical responsibility, including tracking budgets, scope adherence, and change control.

What you'll do

1. Project Initiation & Planning

  • Facilitate internal and client project kick-offs, ensuring clear objectives and expectations.
  • Develop and maintain detailed project plans, including:

o Project development schedules

o Scope statements

o Resource allocation and dependencies

o Risk assessment and mitigation strategies

o Build estimates and budget tracking

  • Secure stakeholders buy-in and sign-off for key project milestones.

2. Project Execution & Coordination

  • Act as the primary liaison between internal teams, clients, and leadership.
  • Manage risks, assumptions, issues, and decisions (RAID logs), ensuring timely resolution.
  • Collaborate with development teams, business analysts, architects, and product managers to ensure technical alignment.
  • Track and manage project deliverables, ensuring alignment with business priorities.
  • Provide regular project status updates, ensuring transparency and stakeholder engagement.

3. Resource & Financial Management

  • Schedule and optimize resource allocation, resolving conflicts across multiple projects.
  • Conduct monthly financial reviews with stakeholders to track budget adherence.
  • Manage change requests (CRs), ensuring they are documented, approved, and aligned with budget constraints.

4. Governance & Compliance

  • Maintain project artifacts and documentation, including:

o Project charters

o Sign-off documents

o Change request logs

o RAID logs

  • Ensure adherence to SDLC, Agile, and DevOps methodologies.
  • Monitor compliance with internal governance and industry standards.

5. Project Closure & Continuous Improvement

  • Lead formal project closure activities, ensuring lessons learned are documented.
  • Conduct post-mortem reviews, identifying process enhancements for future projects.
  • Implement continuous improvement initiatives, focusing on efficiency gains.

Qualifications

  • Experience: Minimum 3+ years in IT project management, with a focus on technical delivery.
  • Certifications: PMP, PRINCE2, or Scrum Master certification is advantageous.
  • Methodologies: Strong understanding of SDLC, Agile, Lean, and DevOps practices.
  • Tools: Proficiency in Microsoft Project, JIRA, and Confluence.

Skills:

o Strong communication skills for stakeholder engagement and team coordination.

o Excellent organizational and multitasking abilities for managing concurrent projects.

o Strong problem-solving and risk management skills.

Industry Knowledge: Financial industry experience preferred.

PureFacts Financial Solutions

About PureFacts Financial Solutions

We are the only End-to-End Revenue Management Platform dedicated to the Investments Industry. What does that mean? PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues.

The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. Firms calculate, collect, distribute, incentivize and optimize their revenues using PureFacts AI-enriched fees engine, incentive compensation application and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts’ customers retain more clients, deliver incremental value, improve productivity, properly incentivize advisors and partners, prevent costly mistakes and find optimization opportunities. We are global, with headquarters in Toronto Canada, and a presence in the USA, UK, Continental Europe and Asia Pacific regions. PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100, and ESGFinTech100 awards.

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Toronto, CA
Year Founded
2010
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