Job Description About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture. Position Overview The Senior Operations Journey Owner is accountable for the end-to-end performance of the client, advisor, and operational servicing journey: spanning strategy, research, design, agile delivery, adoption, and ongoing optimization. The role sits at the intersection of investment dealer operations, digital product delivery, and continuous process improvement, with transparent ownership of outcomes across experience, efficiency, risk, and scalability. Duties & Responsibilities Strategy, Research & Journey Design Define the journey vision, strategy, and roadmap: decomposing business goals into short, medium, and long-term objectives in collaboration with product owners Own the business case: define and measure OKRs, manage P&L, and be ultimately accountable for journey key results and total cost of ownership Lead a multipronged research practice combining journey analytics, qualitative research, voice‑of‑customer insights, and market intelligence to identify opportunities and monitor performance Lead journey design activities: prioritization, design thinking, prototyping, testing, and iteration. Ensuring target‑state experiences are defined and kept evergreen Conduct market intelligence on competing offers, emerging technologies,



and industry trends to inform digital platform evolution Agile Delivery & Execution Lead multiple large‑scale, multi‑year business transformation initiatives; develop rollout strategies for projects of considerable risk and complexity Define and prioritize Journey EPICs and Features with clear business outcomes and acceptance criteria Represent the business throughout development; lead UAT and participate in PI Planning, Iteration Reviews, and System Demos to orchestrate the E2E journey Coordinate cross‑functional efforts across business, technology, and operations to activate target‑state journeys Ensure delivery meets legal, compliance, regulatory, and internal policy requirements; serve as escalation point for key risks and issues Stakeholder Engagement, Change Management & Adoption Proactively engage senior stakeholders, executives, and advisors to align on needs, provide roadmap transparency, and report on execution progress Build and manage relationships with internal partners and external vendors; influence third‑party roadmaps to align with iA Private Wealth needs Own the change management strategy: partnering with communication, training, and marketing teams to drive organization‑wide understanding and adoption Mitigate risks associated with major changes to critical processes and platforms; tailor communication toaudience to maximize buy‑in Be accountable for adoption and ongoing management of the advisor, client, and employee experience Qualifications 10+ years of progressive experience in wealth management operations, digital product delivery, or business transformation within a regulated financial services environment. Deep knowledge of front‑to‑back brokerage processes (

📌 Senior Operations Journey Owner (Toronto)
🏢 Richardson Wealth
📍 Toronto