05 Aug
|
Richardson Wealth
|
Canada
05 Aug
Richardson Wealth
Canada
Drive operational transformation at Richardson Wealth as a Senior Operational Excellence Consultant (contract). You'll modernize processes, enhance client/advisor experiences, and lead impactful change initiatives.In this contract role, you'll report to the AVP of AI, Operations, and Advisor Service, supporting leaders in implementing operational change. The position requires cutting-edge strategies for process transformation and operating model design to streamline Richardson Wealth’s core operations while embracing automation and AI.Key Responsibilities:
Advise on multi-year operational strategies and governance
Champion automation and workflow digitization efforts
Lead cross-functional initiatives to simplify processes
Track performance using journey analytics and client feedback
Direct operational reporting, ensuring regulatory complianceRequirements:
10+ years in Wealth Management operations
Experience within regulated settings (CIRO/IIROC)
Proven record in operational transformation
Solid knowledge of advisor-facing operations
Bachelor’s degree in business or related fieldLeverage your expertise to elevate operational excellence and drive change at Richardson Wealth.#J-18808-Ljbffr
📌 Senior Consultant In Operational Excellence Toronto (Canada)
🏢 Richardson Wealth
📍 Canada