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 up-to-date 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
- Strong 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