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 solid 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. #J-18808-Ljbffr

📌 Operations Journey Owner In Wealth Management Toronto
🏢 Richardson Wealth
📍 Toronto