Drive digital strategies in portfolio management at Richardson Wealth as Vice President. This leadership role is integral to enhancing advisor workflows and client satisfaction in a regulated environment.

As Vice President of Portfolio Management, Investing & Oversight, you will guide the digital transformation for portfolio management across Richardson Wealth. With a focus on compliance and advisor productivity, you will bridge key areas like Technology, Compliance, and Operations, ensuring seamless client experiences. Your insights will be crucial for shaping a scalable investment management model integral to the firm’s growth ambitions.

Key Responsibilities:
• Lead the digital experience for investments and portfolios
• Collaborate with stakeholders to refine advisor processes




• Embed regulatory requirements in digital user experiences
• Define and promote explicit portfolio analytics to advisors
• Enhance operational workflows across trading and custody

Requirements:
• 10+ years in wealth management or related digital roles
• Comprehensive understanding of regulatory obligations
• Experience leading cross-functional projects
• Ability to engage senior leaders effectively
• Previous work within Canadian financial firms is a plus

Empower digital transformation in wealth management through data-driven strategies at Richardson Wealth.
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📌 Digital Portfolio Management VP Role (Ontario)
🏢 Richardson Wealth
📍 Ontario