Elevate client service at Richardson Wealth as an Operations Journey Owner. This role emphasizes strategic journey optimization and digital product delivery in a regulated wealth management setting.

As a Senior Operations Journey Owner, you will manage the client, advisor, and operational journey from strategy through execution. You’ll engage with senior stakeholders, prioritize initiatives, and take ownership of journey outcomes. A robust focus on regulatory compliance and continuous improvement will guide your decision-making and approach.

Key Responsibilities:
• Define and execute strategies for client journey optimization
• Lead complex transformation projects across multiple teams
• Ensure regulatory compliance throughout all operations




• Foster engagement and collaboration among stakeholders
• Manage the change implementation process for efficiency

Requirements:
• Over 10 years of experience in wealth management
• Expertise in brokerage operations and regulatory frameworks
• Proven experience developing business cases with measurable outcomes
• Agile methodology knowledge with hands-on leadership experience
• Solid stakeholder management and relationship skills

Drive transformative client experiences in wealth management at Richardson Wealth.
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📌 Operations Journey Owner In Wealth Management Ontario
🏢 Richardson Wealth
📍 Ontario