Join Richardson Wealth as Vice President of Portfolio Management, Investing & Oversight. Lead the charge in transforming digital investment strategies for enhanced advisor and client experiences.
This leadership role is instrumental in delivering a compliant and scalable digital portfolio management experience across Richardson Wealth and IA Private Wealth. You will collaborate with various cross-functional teams to optimize workflows, ensuring transparency in portfolio performance and compliance requirements are seamlessly integrated into digital journeys.
Key Responsibilities:
• Manage the digital portfolio experience for advisors
• Collaborate on model portfolio management digitization
• Embed compliance and governance into digital workflows
• Utilize data for actionable insights in portfolio management
• Enhance operational efficiency through platform alignment
Requirements:
• Over 10 years in wealth management or digital portfolios
• Familiar with portfolio management concepts and compliance
• Proven leadership in cross-functional digital initiatives
• Solid ability to influence senior stakeholders
• Experience in Canadian wealth management is a plus
Lead digital transformation at Richardson Wealth through strategic advancements in portfolio and investment management.
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📌 Digital Investment Leadership at Richardson Wealth (Ontario)
🏢 Richardson Wealth
📍 Ontario
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