Become a key player in the digital transformation at Richardson Wealth as Vice President of Portfolio Management, Investing & Oversight. Focus on enhancing compliance and advisor efficiency through digital portfolios. In this vital role, you will oversee how portfolios are managed and monitored, ensuring a seamless digital experience for both advisors and clients.

Partner with various teams, including Technology and Compliance, to implement modern solutions that meet regulatory requirements. Your leadership will influence the firm’s digital investment strategies and improve overall client satisfaction. Key Responsibilities:

- Lead digital portfolio management across client channels
- Partner to create improved advisor workflows




- Embed regulatory requirements in digital processes
- Define and deliver portfolio insights and analytics
- Promote operational efficiency through platform integration Requirements:
- Minimum 10 years in wealth management or digital products
- Robust understanding of advisory workflows and compliance
- Experience leading digital transformations
- High executive presence and stakeholder influence
- Ideal background in Canadian investment firms Drive digital excellence at Richardson Wealth by enhancing portfolio management strategies and ensuring superior client service.

📌 Vice President of Portfolio Oversight at Richardson Wealth (Toronto)
🏢 Richardson Wealth
📍 Toronto