Take charge of client and advisor experiences with Richardson Wealth as a Senior Operations Journey Owner. This strategic role drives transformation in wealth management through agile delivery and process optimization.
In this senior position, you will oversee the full operational servicing journey, integrating digital product delivery with process improvement. Key responsibilities include defining strategic roadmaps, engaging stakeholders, and leading significant change initiatives. The focus is on ensuring excellent client, advisor, and employee experiences while complying with regulatory standards.
Key Responsibilities:
• Define journey vision and roadmaps aligned with business goals • Lead large-scale business transformation initiatives • Coordinate cross-functional efforts for effective delivery • Manage stakeholder engagement and communication strategies • Oversee change management for critical process enhancements
Requirements: • 10+ years in wealth management operations • Solid understanding of brokerage processes • Experience in business case development and P&L; oversight • Hands-on experience with agile delivery methodologies • Proven leadership in cross-functional process improvements
Optimize client and advisor journeys with operational excellence at Richardson Wealth. #J-18808-Ljbffr