Accounting & Finance

Estates Portfolio Manager

Insight Global

Toronto · On · Canada

Job Description

This individual will serve as the primary point of contact and overall owner for a portfolio of estates, overseeing the processes, initiatives, and stakeholder relationships that support the estate environment. Acting as the central coordinator across multiple workstreams, they will ensure alignment between business priorities, operational requirements, and strategic objectives.

Key responsibilities include:

  • Managing and overseeing multiple estate-related processes and initiatives.

  • Serving as the go-to resource for all matters impacting the estate portfolio.

  • Building and maintaining strong relationships with stakeholders across business and technology teams.

  • Coordinating with cross-functional partners to drive execution and resolve dependencies.

  • Designing, documenting, and optimizing processes to improve efficiency and effectiveness.

  • Developing executive-level presentations, roadmaps, status updates, and strategic communications.

  • Identifying opportunities for continuous improvement and driving initiatives that enhance operational performance.

  • Tracking deliverables, risks, and milestones to ensure successful execution of estate priorities.

  • Supporting strategic planning efforts and translating business objectives into actionable plans.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

  • Lean6sigma green belt minimum

  • 2-3 years of project management experience

  • Strong stakeholder management backround - Large FI experience

  • Banking

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Reference: WJ-291_10924469

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