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
Solid 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