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
- Robust 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.
📌 Digital Investment Leadership at Richardson Wealth (Toronto)
🏢 Richardson Wealth
📍 Toronto
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