Join Richardson Wealth as a Senior Operational Excellence Consultant and lead transformative strategies in wealth management. This hybrid role influences advisor services, operational change, and process optimization across Canada.

In this contract position, you'll support senior leadership by driving large-scale operational modernization efforts. You'll leverage deep knowledge of wealth operations to reduce friction and enhance client and advisor experiences while engaging with various stakeholders. This role demands hands-on experience in operational transformation, AI integration, and workflow simplification.

Key Responsibilities:



• Advise on multi-year strategy for operational modernization • Define governance and metrics structures across departments • Champion automation and workflow digitization initiatives • Lead cross-functional projects to streamline processes • Engage stakeholders to ensure roadmap transparency

Requirements: • 10+ years in Wealth Management operations • Experience with regulated operational teams • Proven record in operational transformation • Robust understanding of wealth operations workflows • Bachelor's degree in business or related field

Support Richardson Wealth’s vision by driving operational excellence and enhancing service capabilities. #J-18808-Ljbffr

📌 Senior Operational Excellence Consultant Richardson Wealth Toronto
🏢 Richardson Wealth
📍 Toronto