Operations Journey Owner In Wealth Management Ontario

Operations Journey Owner In Wealth Management Ontario

02 Aug
|
Richardson Wealth
|
Ontario

02 Aug

Richardson Wealth

Ontario

Join Richardson Wealth as an Operations Journey Owner focused on enhancing client and advisor servicing journeys. This role requires a strategic mindset, robust operational skills, and a commitment to agile delivery.

As the Operations Journey Owner, you will drive the end-to-end performance across the client, advisor, and operational servicing journey at Richardson Wealth. Your responsibilities include defining vision and strategy, leading research and design, and executing major transformations. Robust relationships with stakeholders are key to your success in ensuring operational excellence and compliance.

Key Responsibilities:
• Own the journey vision and business case
• Lead multiple large-scale transformation initiatives




• Define and prioritize journey-related EPICs and features
• Coordinate cross-functional activation efforts
• Drive change management and communication strategies

Requirements:
• 10+ years in wealth management or digital delivery
• Deep knowledge of regulated financial services
• Hands-on experience in agile project settings
• Track record of engaging with key stakeholders
• Proven expertise in process improvement methodologies

Bring your strategic vision and leadership skills to redefine the servicing journey at Richardson Wealth.
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📌 Operations Journey Owner In Wealth Management Ontario
🏢 Richardson Wealth
📍 Ontario

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