Shape the future of client interactions at Richardson Wealth as a Senior Journey Owner. This role seamlessly integrates operations with digital product strategies and continuous improvement initiatives.
As the Senior Operations Journey Owner, you will lead the design and optimization of the servicing journey for clients and advisors. Your responsibilities span from defining journey strategies to executing major transformations. Engaging with stakeholders to ensure alignment and compliance will be a critical part of your role.
Key Responsibilities:
• Develop comprehensive journey vision and execution strategies
• Lead significant multi-year transformation programs
• Engage and influence senior stakeholders effectively
• Ensure adherence to regulatory requirements in operations
• Innovate change management strategies for team buy-in
Requirements:
• 10+ years in wealth management operations and digital delivery
• In-depth knowledge of brokerage and regulatory obligations
• Solid track record in business case development
• Experience in agile project delivery and stakeholder leadership
• Capability to enhance complex processes with measurable outcomes
Contribute to exemplary client journeys with operational leadership at Richardson Wealth.
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