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 strong 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
- Robust stakeholder management and relationship skills Drive transformative client experiences in wealth management at Richardson Wealth.

📌 Operations Journey Owner in Wealth Management (Toronto)
🏢 Richardson Wealth
📍 Toronto