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 advisorsCollaborate on model portfolio management digitizationEmbed compliance and governance into digital workflowsUtilize data for actionable insights in portfolio managementEnhance operational efficiency through platform alignmentRequirements:Over 10 years in wealth management or digital portfoliosFamiliar with portfolio management concepts and complianceProven leadership in cross-functional digital initiativesStrong ability to influence senior stakeholdersExperience in Canadian wealth management is a plusLead digital transformation at Richardson Wealth through strategic advancements in portfolio and investment management.#J-18808-Ljbffr
📌 Digital Investment Leadership At Richardson Wealth (Toronto)
🏢 Richardson Wealth
📍 Toronto
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