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 portfoliosCollaborate with stakeholders to refine advisor processesEmbed regulatory requirements in digital user experiencesDefine and promote explicit portfolio analytics to advisorsEnhance operational workflows across trading and custodyRequirements:10+ years in wealth management or related digital rolesComprehensive understanding of regulatory obligationsExperience leading cross-functional projectsAbility to engage senior leaders effectivelyPrevious work within Canadian financial firms is a plusEmpower digital transformation in wealth management through data-driven strategies at Richardson Wealth.#J-18808-Ljbffr

📌 Digital Portfolio Management Vp Role (Toronto)
🏢 Richardson Wealth
📍 Toronto